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How does total screen and transfer work?
Published: 07.17.25
Total screen and transfer is a premium feature used by law firms who want to speak only to high-value or urgent callers—without taking every single call themselves. Here's exactly how it works, what it offers, and how it compares to other call handling methods:
What Is Total Screen and Transfer?
In this setup, Answering Legal answers every incoming call, performs a complete legal intake, and then only attempts to transfer the call if it meets your pre-approved criteria.
How It Works
- All calls are forwarded to Answering Legal—this can be via always-on, time-based, or rollover forwarding.
- Our trained receptionist:
- Greets the caller with your law firm’s custom script.
- Collects essential details (name, contact, case type, urgency, etc.).
- Assesses the nature of the call.
- If the call qualifies (e.g., a new personal injury lead), we attempt a warm transfer to you or your designated contact.
- If no transfer is made, a detailed message is sent instantly.
Pros and Cons
Pros | Cons |
You only speak to qualified leads or important callers | Slight delay due to intake before transfer attempt |
Saves your time—we filter out non-urgent or non-relevant calls | Requires clear definition of screening criteria |
24/7 coverage with intelligent decision-making | Transfer availability depends on your live availability |
Ensures a consistent, professional first impression | May miss real-time calls from known contacts unless whitelisted |
Best Use Cases
- Attorneys who want to maximize their time and only speak to potential clients.
- Firms who receive frequent unqualified calls (spam, sales, wrong numbers).
- Lawyers who are often in court or meetings and want lead filtering.
Customization Options
- Define what counts as a “qualified” transfer (e.g., only criminal law leads, only new matters).
- Set availability rules—e.g., transfer during business hours only.
- Provide a fallback plan—if you're unavailable, do you want a voicemail, email, or scheduled callback?
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