PNC Intake Guide

Note: Your role sets the tone for the client's journey. Always create a case in the CRM with the client's full name, best callback number, source of call, and email address. Show empathy to build trust, never guess if unsure—escalate questions to your direct report—and ensure accuracy in all details. Stay focused, professional, and thorough to help both the client and the firm succeed.

Thank you for calling 10XLAW.COM or The Berman Law Group. My name is [Your Name]. How can I assist you today? (Adjust the greeting based on the lead source.)

May I have the PNC's name, phone number, and email address, please?

Was the PNC injured in an accident?

What was the date of the accident?

Thank you for providing that information. You can go ahead and transfer the PNC now.

Hi [PNC's Name], my name is [Your Name] with 10XLAW.COM or The Berman Law Group. I just have a few more questions to help us better understand your situation.

Can you please confirm—were you injured in an accident?

***If Yes - I'm so sorry to hear that you've been through this. That must have been difficult, but you're in the right place, and I'm here to help. My goal is to make this process as simple and stress-free as possible for you. Let's get started so we can work on getting you the help you deserve.***

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