One Smart Sheep engineered and deployed a secure, web-accessible AI Receptionist for Scheuerman Law, a Maryland law firm. The platform modernized after-hours intake, caller qualification, live transfers, scheduling, attribution, and team notifications.
20 hrs
After-hours legal intake coverage
6
Integrated operations systems
186 ms
Tested p95 source-attribution lookup
12/12
Deployment regression scenarios passed
Production window configured Monday through Thursday, 5:00-10:00 PM Eastern, with every AI call preserved as a reviewable lead record.
High-value Maryland DUI and personal injury calls were arriving outside office hours. A standard voicemail could record a message, but it could not qualify the matter, verify contact details, preserve attribution, or route the caller through the correct legal intake path.
The firm required separate workflows for new and existing clients, structured matter-specific questioning, screened attorney transfer logic, and a controlled fallback to callback requests or consultation scheduling.
CallRail attribution, AI transcripts, recordings, notifications, Calendly scheduling, and transfer outcomes also needed to be unified into one secure, centralized operational dashboard.
The system needed to answer calls, collect case-specific facts, preserve the caller's original identity, route the matter correctly, and leave the office with a complete record even when a transfer or scheduling attempt did not complete.
| Workflow | Before | After |
|---|---|---|
| Lead response | Voicemail and next-day follow-up | Secure AI Receptionist coverage during the approved after-hours window |
| Contact capture | Unstructured caller message | Verified name, callback number, and client-aware contact handling |
| Matter qualification | Generic notes | Structured DUI, personal injury, new-client, and existing-client workflows |
| Handoff | Unscreened transfer | Screened live-transfer orchestration with callback and scheduling fallback |
| Attribution | Source could be lost between platforms | CallRail source captured at call initiation and retained as immutable lead data |
| Oversight | Recordings and transcripts spread across vendors | Centralized dashboard with summary, transcript, recording, and quality checks |
Engineered new-client and existing-client routing so each caller enters the correct intake workflow without unnecessary questions.
Deployed structured DUI and personal injury questioning while routing other matter types into controlled callback-request handling.
Configured the attorney handoff so the recipient is only connected after accepting a real waiting caller.
Integrated consultation availability and booking for eligible DUI and personal injury callers, with callback fallback if scheduling fails.
Delivered SMS alerts and full email summaries with caller identity, matter type, incident details, callback number, and direct lead URL.
Captured the tracking number and marketing source at call initiation, then matched it to the AI call without delaying the live conversation.
Converted each call into a centralized record with structured fields, transcript, audio player, summary, source, tool outcomes, and direct lead URL.
Added fail-open integration behavior and regression checks for routing, qualification, transfers, scheduling, and notifications before deployment.
The live call remains the primary workflow. Attribution is captured asynchronously, the original caller identity is preserved, failures return to a safe callback path, and post-call notifications link the team back to the full operational record.
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