What is a warm transfer in legal intake?

    Published by Convos by Deepr Labs·Updated

    A warm transfer is when the AI agent qualifies a caller, then connects them live to a staff member with context — rather than dropping them to voicemail or a cold hold. Convos performs warm transfers during business hours and books a consult automatically when staff are unavailable.

    Cold transfer: caller is pushed to a line without introduction. Warm transfer: the AI agent stays on the line, confirms staff availability, briefs the staff member on the caller and case type, and hands off.

    Warm transfer matters most for urgent matters — an active injury, an arrest, a firing today. Convos escalates these live during business hours and books a consult at the next available slot when no staff member is on the line.

    See also

    Blog: warm transfer vs voicemail →

    Related answers

    What is an AI receptionist for law firms?
    An AI receptionist for law firms is a voice agent that answers inbound calls 24/7, qualifies callers with the firm's approved intake script, and either warm-transfers to staff or books a consultation. Convos handles this in English and Spanish, records with TCPA-aligned consent prompts, and is configured not to provide legal advice.
    Does AI intake replace paralegals or answering services?
    No. Convos replaces missed calls, voicemail, and slow after-hours coverage. Staff stay in control of conflict-checking, legal advice, and final intake decisions.

    General information, not legal advice. Convos does not provide legal advice and does not create an attorney-client relationship. Consult qualified counsel about your specific obligations.

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