Legal — Workers' Compensation Intake
Inbound workers' comp inquiry. Captures injury details, employer info, and filing status before attorney review.
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 if they've reported the injury to the employer — failure to report within the state window can bar the claim.
urgent“Have you reported the injury to your employer? Did they give you any paperwork?”
Field: Injury reported to employer
Get the exact date — statute of limitations varies by state and reporting deadlines are tight.
urgent“What was the exact date the injury happened?”
Field: Date of injury
Ask if they're still working or on modified duty — drives lost-wage calculation.
important“Are you currently working, on light duty, or completely off work because of this?”
Field: Currently able to work
Ask if the claim was denied — denial cases have different urgency and appeal deadlines.
important“Has your claim been denied or is the employer disputing it?”
Field: Claim denied or disputed
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.
Promise a settlement amount or case outcome.
Tell the caller they have a valid case before attorney review.
Advise them to stop seeing their employer-designated doctor without attorney guidance.
Encourage them to quit their job.
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
- Schedule attorney consult
- Advise document everything
- Send intake packet
Then creates a service request with:
- Caller name
- Callback number
- Date of injury
- Nature of injury
- Body part(s) affected
- Medical treatment received
- Currently able to work
- Employer name
- Injury reported to employer
- Workers' comp claim filed
- Claim denied or disputed
- State of employment
- Already represented by another attorney
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