Is adaptlive built for enterprise phone rooms?

No. adaptlive is built for small businesses and service teams that rely on phone calls, including contractors, property managers, auto shops, law firms, medical offices, and funeral homes.

Can adaptlive work with my current phone system?

Yes. Bridge mode lets a business forward calls from its current phone system to adaptlive while keeping familiar phones, numbers, and habits in place.

Can adaptlive provide phone service?

Yes. Complete mode includes the phone layer, SMS, direct team numbers, app calling, call recording, transcription, and follow-up workflows in adaptlive.

All work types

LegalService request

Legal — Estate Planning New Client Intake

Inbound estate planning intake. Tracks urgency driver (diagnosis, travel, recent death) and estate complexity.

11field definitions

4surface rules

3guardrail signals

3wrap-up checks

When this runs

classifies this work type when the caller says things like:

“will”

“trust”

“estate plan”

“power of attorney”

“POA”

“guardianship”

“probate”

“healthcare directive”

“living will”

“advance directive”

How the call goes

4 surface rules tied to missing field definitions. Urgent first.

Ask why now — diagnosis, upcoming travel, or recent death in the family. Drives priority and tone.

important

Field: Reason for urgency (diagnosis / travel / family death)

Ask for a ballpark estate value — drives tax-planning vs. simple-will track.

important

Field: Estate value range

Ask if there are minor children — guardian designations become central.

important

Field: Minor children in household

Ask if they have an existing will, trust, or POA we'll be updating.

normal

Field: Existing will / trust / POA

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.

Caller nameCallback numberEmailMarital statusState of residenceOwns a business or partnershipProperty in other states

Guardrail signals

If staff says anything matching one of these examples, an urgent warning surface is created.

Provide specific tax advice without attorney review.

Predict probate timelines as guarantees.

Quote final document fees before scope is confirmed.

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
Send intake questionnaire
Schedule attorney consult

Then creates a service request with:

Caller name
Callback number
Email
Marital status
Minor children in household
State of residence
Estate value range
Owns a business or partnership
Property in other states
Existing will / trust / POA
Reason for urgency (diagnosis / travel / family death)

Ready to put this work type to work?

Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.

Legal — Criminal Defense / Recent Arrest Intake Legal — Immigration Consultation Intake

Legal — Estate Planning New Client Intake

When this runs

How the call goes

Extracted without a dedicated prompt

Guardrail signals

When the call ends

Wrap-up checklist

Then adaptlive creates a service request with:

Ready to put this work type to work?

Then creates a service request with: