MCP Urgent Caller Triage For Law Firms

Use this skill when a law firm needs to identify which inbound callers need attention first and give the callback owner context before they call back.

Workflow

1. Accept a call transcript, call ID, or recent call-log request.
2. Pull transcript and caller metadata through Zapier MCP from the approved phone or VoIP system.
3. Classify the call into exactly one tier: Critical, Urgent, or Standard.
4. Match the caller to the approved legal case management system, such as Clio.
5. Gather context needed for a callback: secure source link, urgency evidence, assigned owner, next deadline category, and coarse status flags when approved.
6. Create a prioritized callback entry for the approved delivery channel, such as Slack, email, or Google Sheets.
7. Draft client-facing language only when an authorized firm user explicitly asks.

Urgency Model