Call Handling Instructions - PATLive Header Image

Note: Your privacy is very important to us. To better serve you, the form information you enter is recorded in real time.

Welcome to PATLive! We can't wait to start serving your callers. In order to get started, we need the following information to provide you with call handling instructions that fit your business. Keep in mind that call handling instructions can always be adjusted.  Our Customer Service Agents are available 8am to 8pm M-F EST to assist you. If you have any questions please chat us below, call 800-300-0727, or email hello@patlive.com.


Tell us more about yourself!

We're not one size fits all, we adapt call handling instructions to all types of industries. What industry is your business in?

Industry

How would you like us to deliver your caller information?

Preferred method of delivery*
Would you like to receive a message for Hang Ups, Wrong Numbers and Automated Calls?

How would you like us to deliver your client's information?

Preferred method of delivery
This is generated within the Lexicata system

To fully integrate PATLive with Clio, you will need to authorize PATLive to access your Clio account. To do so, go to www.my.patlive.com/account/clio, login to both your PATLive and Clio accounts, and this will authorize PATLive to access.

List Clio Users that will be receiving client information

To fully integrate PATLive with PracticePanther, you will need to authorize PATLive to access your PracticePanther account. To do so, go to https://my.patlive.com/Account/PracticePanther, login to both your PATLive and PracticePanther accounts, and this will authorize PATLive to access.

List PracticePanther Users that will be receiving client information

Tell us about your calls. The more we know, the better we can serve you.

*There is a $20 per month additional charge for answering calls in Spanish.

We answer in Spanish 7 days a week, between the hours of 7am - 12am (Midnight) Eastern.

When will we be answering your calls? Check all that apply

Your callers may have questions about your company, this is the information we will provide them with.

Company Address (City and State are required)
You may provide callers with: (Check all that apply)

What are you business hours? Please include time zone.

Mailing Address

Your callers may have questions about your law firm, this is the information we will provide them with.

Law Firm Address (City and State are required)
We may provide callers with: (Check all that apply)

What are you business hours? Please include time zone.

Mailing Address

We're all about being professional and polite. How would you like your calls answered?

We're not one size fits all, we adapt call handling instructions to all types of companies. What will you be using PATLive receptionists for?

Check all that apply*
Check all that apply
Attach document if needed
No File Chosen
File uploads may not work on some mobile devices.

We're not one size fits all, we adapt call handling instructions to all types of law firms. What will you be using PATLive receptionists for?

Check all that apply*
Attach document if needed
No File Chosen
File uploads may not work on some mobile devices.

Message Taking/Lead Collection

I would like the following MESSAGE TAKING/LEAD COLLECTION questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Message Taking

I would like the following MESSAGE TAKING questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Client Screening/Client Intake

I would like the following CLIENT SCREENING/CLIENT INTAKE questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Call Transfers/Call Screening

What questions would you like us to ask your callers BEFORE we transfer them?*
When transferring your calls we can either send the caller directly to you or we can consult with you prior to transferring. Which would you prefer?*
Under what circumstances would you like us to transfer you a call?*
Will we be transferring your calls 24/7 or only during specific times?*

*This option is only available for transfers to one person at this time. For transfers to multiple staff members, please provide days and times.

  • When your status is set to Available, we will transfer the call to you. 
  • When your status is set to Do Not Disturb, we will not transfer the call.
Please select any additional statuses you may use to indicate we should NOT transfer a call to you. Check all that apply.
If you are not available to accept the call, what would you like us to tell your callers? (We will then send you the message)*
Please attach any additional information we may need.
No File Chosen
File uploads may not work on some mobile devices.

Call Screening/Call Transfers

What questions would you like us to ask your callers BEFORE we transfer them?*
What questions would you like us to ask your callers BEFORE we transfer them? - Copy*
When transferring your calls we can either send the caller directly to you or we can consult with you prior to transferring. Which would you prefer?*
Under what circumstances would you like us to transfer you a call?*
Will we be transferring your calls 24/7 or only during specific times?*

*This option is only available for transfers to one person at this time. For transfers to multiple staff members, please provide days and times.

  • When your status is set to Available, we will transfer the call to you. 
  • When your status is set to Do Not Disturb, we will not transfer the call. 
Please select any additional statuses you may use to indicate we should NOT transfer a call to you. Check all that apply.
If you are not available to accept the call, what would you like us to tell your callers? (We will then send you the message)*
Please attach any additional information we may need.
No File Chosen
File uploads may not work on some mobile devices.

Calls from a Judge

When we receive a call from a Judge would you like us to transfer the call to you or take a message?
I would like the following MESSAGE TAKING questions (please select all that apply)*
What questions would you like us to ask your callers BEFORE we transfer the Judge?*
When transferring your calls we can either send the caller directly to you or we can consult with you prior to transferring. Which would you prefer?*
If you are not available to accept the call, what would you like us to tell the Judge? (We will then send you the message)*
Please attach any additional information we may need.
No File Chosen
File uploads may not work on some mobile devices.

Appointment Scheduling

I would like the following APPOINTMENT SCHEDULING questions (please select all that apply)*
Would you also like us to do the following?
I would like the following Appointment Cancellation questions (please select all that apply)*
I would like the following Rescheduling questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Appointment Scheduling

I would like the following APPOINTMENT SCHEDULING questions (please select all that apply)*
Would you also like us to do the following?
I would like the following Appointment Cancellation questions (please select all that apply)*
I would like the following Rescheduling questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Order Processing

I would like the following ORDER PROCESSING questions (please select all that apply)*
What payment methods do you accept?*
What types of credit cards do you accept? (Please note we cannot accept CVV codes)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Accepintg Payments

I would like the following Payment questions (please select all that apply)*
What payment methods do you accept?*
What types of credit cards do you accept? (Please note we cannot accept CVV codes)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Reservations/Registrations

I would like the following RESERVATION/REGISTRATION questions (please select all that apply)*
Would you also like us to cancel reservations/registrations?*
I would like the following cancellation questions*
Will your callers receive a confirmation?*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Real Estate Investing - Buying

I would like the following BUYING questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Real Estate Investing - Selling

I would like the following SELLING questions (please select all that apply)*
Please attach any additional information we may need
No File Chosen
File uploads may not work on some mobile devices.

Emergency Calls

How would you like us to handle emergency calls?*
What information do you need from your caller?*

Last but not least, how would you like your calls to be ended?

Confirmation Page

Thank you for providing us with your script information. Click Submit Form below to finalize your script and a representative will call you within 24 hours to notify you when your script goes live. 

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