Lead alerts in Slack

If your firm runs on Slack, your call alerts can now live there too. After every call Avery answers, a card lands in the channel you choose, and the size of the card tells you how much the call matters before you read a word.

What changed#

Receptiva can post a card to your firm's Slack channel for every completed call. Each card is shaped by the kind of call it was:

• A new injury lead gets the full card: the caller's name, their callback number, when they called, why, how long the call lasted and which language it was in. Below that comes a short account of what happened and the key intake: injuries, treatment, when and where the incident happened, the insurance carrier, and whether they already have a lawyer or might be a conflict. When we know the incident date, there's a statute-of-limitations line too.
• Existing clients, adjusters, medical providers, courts and other lawyers get a shorter card with the facts you need to call back.
• Sales calls, wrong numbers and calls outside your practice get a single line, so they don't crowd the channel.

An urgent call of any kind is flagged at the top of its card. If the caller didn't leave a callback number, the card says "not provided", because that's the thing to act on. Every card except the one-liners has a View call details button that opens the call in your dashboard.

Your call summary emails keep coming as before. Slack is an extra place to see your calls, not a replacement.

Why it matters#

Picture a four-attorney firm where everyone watches a shared intake channel. On a Thursday afternoon three cards come in within ten minutes. Two are one-liners: a copier salesman and a wrong number. The third is a full card: a man hurt in a crash with a delivery truck two days ago, already seen at urgent care, no lawyer yet.

The paralegal sees it on her phone between errands, taps through to the recording, and the intake attorney calls him back before he's had time to call another firm.

How to turn it on#

Slack alerts are in early access, and we set them up with you. Email us at hello@receptiva.ai with your firm's name, and we'll send you the two-minute Slack steps to connect the channel you choose.

Update, October 15: every Slack alert now links straight to the call, including sales calls, wrong numbers and calls outside your practice.