Use cases

Qualify bankruptcy leads from every call, text and web chat

Reads a first contact with a consumer bankruptcy firm and records the lead outcome, the pressures that make it urgent, whether a consultation was booked and how the person heard about the firm.

Try it on this example

Example · A call about a garnishment that books a virtual consultation

Channel (call, SMS, web chat, email): Call

The whole conversation, oldest message first

Thank you for calling Lakeshore Debt Law, this is Tanya. Hi, I saw your ad on TV. My job just told me they're going to start taking money out of my check next week for a payday loan, and I'm already behind on my car, they said they'll pick it up. Okay, I'm sorry, that's a lot. What's your zip code? 60629. Great, that's in our area. Can you come in, or would a video consultation work better? Video please, I work days. I have Thursday at 6 pm. That works. You're all set for Thursday at 6, you'll get a text with the link.
  1. What is the outcome of this contact as a lead?Qualified100%
  2. Does the person say their wages are being garnished or are about to be?Yes92%
  3. Does the person mention a foreclosure or a sale date on their home?No92%
  4. Does the person mention a car repossessed or about to be repossessed?Yes95%
  5. Does the person mention being sued or having a judgment against them?No92%
  6. Does the person mention a suspended or threatened driver's license?No94%
  7. Does the person mention owing taxes to the IRS or the state?No94%
  8. Was a consultation booked by the end of the conversation?Booked100%
  9. How does the person say they heard about the firm?TV100%
  10. Does the person ask not to be called, texted or emailed again?No94%

These are real answers stored from one run on this example.

The prism behind it

Qualify bankruptcy leads from every call, text and web chat10 questions

Fields

  • Channel (call, SMS, web chat, email)
  • The whole conversation, oldest message first

Context

We are Lakeshore Debt Law, a consumer bankruptcy firm handling Chapter 7 and Chapter 13 cases in northern Illinois and northwest Indiana. The text is a conversation between our intake staff and someone who contacted us, oldest message first; it may have no speaker labels. The answers set the lead status and the follow-up; an intake specialist confirms them. Nothing here decides whether someone should file or which chapter, which only an attorney advises on.

Questions

  1. What is the outcome of this contact as a lead? Choice

    • Qualified A person with consumer debts who wants help and lives in our service area.
    • Existing client The person already has a case or an open matter with us.
    • Not bankruptcy The person wants help with something other than debt or bankruptcy.
    • Not enough debt The person says their debts are small enough that filing makes no sense.
    • Out of service area The person lives outside northern Illinois and northwest Indiana.
    • Other legal matter Personal injury, workers compensation, divorce or another kind of case.
    • Mortgage modification The person wants a loan modification rather than a bankruptcy.
    • Creditor or vendor A creditor, collector or business calling about someone else.
    • Wrong number or spam A wrong number, a marketing call or no real enquiry.
  2. Does the person say their wages are being garnished or are about to be? Yes / No

    Yes: Wages or a bank account are garnished, levied or frozen, or a garnishment is scheduled. No: No such statement appears.

  3. Does the person mention a foreclosure or a sale date on their home? Yes / No

    Yes: A foreclosure case, notice or sheriff sale date on their home is mentioned. No: No such statement appears.

  4. Does the person mention a car repossessed or about to be repossessed? Yes / No

    Yes: A vehicle was repossessed, booted or impounded, or repossession is threatened. No: No such statement appears.

  5. Does the person mention being sued or having a judgment against them? Yes / No

    Yes: A creditor lawsuit, court date or judgment against the person is mentioned. No: No such statement appears.

  6. Does the person mention a suspended or threatened driver's license? Yes / No

    Yes: The driver's license is suspended or threatened, for example over tickets, tolls or an accident judgment. No: No such statement appears.

  7. Does the person mention owing taxes to the IRS or the state? Yes / No

    Yes: Tax debt to the IRS or a state is mentioned. No: No such statement appears.

  8. Was a consultation booked by the end of the conversation? Choice

    • Booked A consultation date and time, in the office or virtual, was agreed.
    • Callback requested The person asked to be contacted again before booking.
    • Declined The person was offered a consultation and declined it.
    • Not offered No consultation was offered or discussed.
  9. How does the person say they heard about the firm? Choice

    • TV A television advert.
    • Radio A radio advert.
    • Internet A search, website, social media or online advert.
    • Referral A friend, family member or another professional.
    • Past client The person or their family used the firm before.
    • Not stated The conversation does not say.
  10. Does the person ask not to be called, texted or emailed again? Yes / No

    Yes: The person asks to stop calls, texts or emails, in any words, such as stop, unsubscribe or do not call. No: No such request appears.

Lens columns

lead_outcome, lead_outcome_probability, wage_garnishment, wage_garnishment_probability, foreclosure, foreclosure_probability, vehicle_repossession, vehicle_repossession_probability, lawsuit_or_judgment, lawsuit_or_judgment_probability, license_suspension, license_suspension_probability, tax_debt, tax_debt_probability, consultation, consultation_probability, referral_source, referral_source_probability, do_not_contact, do_not_contact_probability

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