Does every call get logged?
Yes — transcript, intent, summary, and action items are stored per call with an org-scoped audit trail, useful for client file documentation.
Industry
Screen every call with full audit trail
GreetQ logs intent, captures consult requests, and warm-transfers with context — full audit trail for professional services and client confidentiality.
100%of calls logged with intent and transcript
Real scenarios
Calls GreetQ handles for you
“I'd like a consultation about a workplace dispute.”
Captures matter type and contact details, books a consult slot
“Is the firm taking new family law clients?”
Answers from your intake rules, captures details if yes
“I need to speak with my lawyer about tomorrow's hearing.”
Warm-transfers to the right partner with caller context
“What are your rates for incorporation?”
Quotes published fees or books a consult — never invents pricing
“Can I drop off documents this afternoon?”
Answers office hours, leaves a logged message for staff
“This is opposing counsel — I need a callback.”
Logs the message verbatim with a high-priority action item
What your business gets
- Intent logging for follow-up
- Warm transfer to partners
- Compliance records and audit trail
- HubSpot call logging
Full audit trail and intent logs support client-file documentation. PIPEDA-aligned handling with configurable retention.
Illustrative example — not a real customer
“A professional-services firm could send call summaries to its CRM so follow-up starts with context and a clear audit trail.”
Common questions
Can callers reach a human?
Warm transfer rules route by matter type, caller, or urgency. The receiving lawyer gets the transcript and summary before picking up.
Is caller information confidential?
Data is org-isolated and handled under PIPEDA with export and deletion controls. See our Security page for the full posture.
Ready to stop missing calls?
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