Not every call deserves the same response. Sidebar identifies who’s calling — new lead, existing client, opposing counsel, court clerk, or solicitor — and handles each one differently.
How it works
Sidebar greets the caller and within the first few seconds determines who they are and why they are calling.
The AI categorizes the call: new lead, existing client, opposing counsel, court clerk, or solicitor/spam.
Each caller type triggers a different workflow. Leads get intake. Clients get a message taken. Court clerks get flagged as urgent. Spam gets ended.
Caller types
Full conversational intake + offer to book a consultation
Message taken, flagged if urgent, logged to their record
Flagged as urgent, immediate notification sent to attorney
Flagged as urgent, immediate notification — never buried in a message pile
Politely ended, not logged as a lead — no dashboard clutter
Benefits
Sidebar efficiently navigates solicitor and robocalls so they don't waste your time or clutter your dashboard.
When a court clerk calls about a deadline or opposing counsel calls mid-negotiation, you get notified immediately. Not in a stack of messages.
No judgment calls from a receptionist who might misroute. The AI follows the same protocol on call 1 and call 1,000.
Real scenarios
Your office is winding down. Sidebar catches the call, identifies the clerk, flags it as urgent, and pings you immediately — before you leave for the weekend.
See how Sidebar screens calls for your firm.
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