Legal — Criminal Defense / Recent Arrest Intake
Inbound criminal defense intake. Captures custody status and first court date as top-priority facts.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Ask whether the defendant is currently in custody — drives bond-hearing urgency.
urgentField: Defendant currently in custody
Get the first court date — affects whether we need to file an appearance today.
urgentField: First court appearance date
Get the exact charges as written on the citation or paperwork if available.
urgentField: Charges as written
Ask whether an attorney has already been retained or appointed.
importantField: Existing attorney (retained or appointed)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Predict case outcome, sentence, or plea result.
Discuss the alleged facts on a recorded jail phone without an attorney.
Quote a flat fee before attorney review of charges.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm callback number
- Warn do not discuss case on jail phone
- Schedule attorney consult
- Send engagement packet
Then creates a service request with:
- Caller name
- Callback number
- Caller relation (self / family / friend)
- Defendant full legal name
- Arrest date
- Charges as written
- County / court
- Defendant currently in custody
- Bond set / posted / denied
- First court appearance date
- Existing attorney (retained or appointed)
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