Bilingual intake for South Florida law firms

L
LegalCRM.pro
BANKRUPTCY

They waited months to call. The sale date did not wait.

People in debt often wait until a foreclosure sale or a garnishment is already set. They feel ashamed, and many would rather talk in Spanish. LegalCRM.pro is set up to reply within a minute, asks for sale and court dates first, and books the consult.

A woman on the porch of a small stucco house holding a stack of opened envelopes.
THE FAILURE

By the time they call, a date is already set

Most people put off the call for as long as they can. When they finally reach out, a sale date, a garnishment, or a court date is often already on the calendar.

They are also comparing firms, and they feel embarrassed doing it. A slow reply or a cold one sends them to the next firm on the list.

WHAT CALLERS ASK

What debt callers ask, and what LegalCRM does

Chapter 7

“Do I qualify for Chapter 7?”

Asks for household size, an income range, and the main kinds of debt, then books the consult. Whether someone qualifies is for the attorney to say.

Chapter 13

“Can Chapter 13 save my house?”

Notes the property, how far behind the caller thinks they are, and any sale date, then books the consult.

Foreclosure

“How do I stop a foreclosure?”

Asks for any sale date first and marks the record urgent for attorney review. Filing triggers an automatic stay (11 U.S.C. § 362), but whether and when to file is the attorney's decision.

Wage garnishment

“They are taking money from my paycheck. Can I stop it?”

Asks for the employer, the creditor, and when the garnishment began. Florida protects some wages for a head of family (Fla. Stat. § 222.11), and the attorney decides how that applies.

Creditor lawsuits

“I am being sued over credit card debt. What do I do?”

Asks for the creditor, what court papers came, and the response date, and flags the record for attorney review.

Small business debt

“My business owes more than it can pay. What are my options?”

Notes the type of business, a rough picture of the debt, and any pending lawsuits, then assigns the lead to the attorney who handles business cases.

ATTORNEY FIRST

Calls that go to an attorney first

A foreclosure sale date, a garnishment already taking wages, a lawsuit with a response date, or a levy on a bank account is marked urgent. On the Practice and Group plans, the AI voice agent escalates these calls to the human path the firm defines, such as the attorney on call, and tells the caller when to expect a call back. Those rules are configured and tested before the agent takes a live call.

Debt relief agency disclosure

Federal law says bankruptcy help ads must state, "We are a debt relief agency. We help people file for bankruptcy relief under the Bankruptcy Code." (11 U.S.C. § 528). The disclosure goes in your intake messages, and your attorney approves the final wording.

No advice on what to do

Nothing the system sends says which chapter to file or whether to file at all. It never suggests taking on more debt before filing, which the Bankruptcy Code bars debt relief agencies from advising (11 U.S.C. § 526).

Ranges, not account numbers

Intake asks for ranges, not exact figures. No balances, account numbers, or Social Security numbers go into a text or an email.

Only people who reached out

Florida Bar Rule 4-7.18 limits reaching out to people who did not ask. LegalCRM.pro does not pull names from foreclosure or lawsuit filings. It replies to people who contacted your firm.

BILINGUAL BY DEFAULT

In the language they wrote in

Talking about money trouble is hard in any language, and harder in a second one. Many South Florida families would rather explain their debts in Spanish. LegalCRM.pro sends the intake form, texts, emails, and reminders in the language the caller picked, so the sale date and the creditor names come in right the first time.

Pipeline stages we ship for this practice

New inquiry Dates recorded Attorney review Consult booked Documents gathered Retainer sent Retained
COMPLIANCE

Not a law firm, and never legal advice

LegalCRM.pro is an intake and follow-up system, not a law firm. It does not give legal advice, and the attorney-client relationship stays with your firm.

On Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar's advertising rules (Chapter 4-7) and the ABA Model Rules, and your attorney approves each one before anything sends. The messages answer people who contacted your firm first. They are not a tool for reaching out to strangers.

Rather have it set up and run for you? Aday Interactive does that for firms in this practice.

See the done-for-you build → Compliance detail →
FAQ

Questions we get on this call

No. Picking a chapter, or picking not to file, is legal advice. Intake collects household size, an income range, the debts, and the property, then books a consult where an attorney goes over the options.

The next caller may have a sale date this month.

Book a 30-minute demo and see how bankruptcy intake would run at your firm.

Book a demo