Expand your intake.Without addingheadcount.

SMS for Attorneys — Conversational Case Intake | TextingOnly

Not everyone who sees your billboard will call. Not everyone will fill out a form. TextingOnly adds a structured text intake lane to your legal marketing mix — OTTO captures case details, verifies contact information, and prepares intake staff before outreach begins. Every legal marketing touchpoint becomes a structured case-intake workflow.

⚙️ OTTO · Legal Intake
What type of case?
1 Auto accident  2 Workplace injury  3 Medical  4 Other
1
Briefly describe what happened and when.
Rear-ended on 695, March 12. Other driver at fault. Went to MedStar that night.
Were you treated for injuries? Do you have the accident report?
Yes — neck and back. I have the report and hospital records.
Last step — what’s your email? We’ll send a verification code and your intake copy.
sarah@email.com
✓ Code 847291 sent — reply to confirm email and complete intake.
📋 New intake: Sarah · Auto accident · 3/12 · MedStar · Docs on hand
24/7Case Intake Infrastructureuninterrupted intake — after hours, weekends, holidays
Practice GroupRouting Built Inauto injury · mass tort · immigration · family law
Structured IntakeBefore Outreachverified mobile · email · case type · incident detail
TCPADocumented At Every Opt-In10DLC registered · compliant from day one
The channel you’re missing
You have a phone number.
You have a form.
Do you have a text channel?

Your 800 number works. Your intake specialist works. Your form works — for the people willing to fill it out. But modern legal prospects don’t always want to call immediately, wait on hold, or fill out a long intake form. They scan. They tap. They text. TextingOnly captures that mobile-first intake behavior before the prospect disappears — adding a structured text intake lane to your marketing mix, plugged into the same attribution stack as every other entry point.

What OTTO captures before your team calls
Case Type
Auto · Work injury · Medical · Mass tort
Incident Timeline
Date, description, SOL flag
Mobile Identity
Verified number + TCPA consent
Campaign Source
Which TV spot, billboard, or keyword
Injury Status
Treated · Untreated · Docs on hand
Verified Email
6-digit code confirms at end of intake
Key features
From TV spot to structured intake.
OTTO handles it before your intake team picks up the phone.

Every channel running for a law firm — TV, billboard, paid search, mass tort — connects to the same OTTO intake engine. One platform for every practice area and every entry point.

📺
TV & Broadcast QR Intake
QR in the commercial or lower-third — prospect scans during the ad, OTTO starts intake immediately. Every scan attributed to creative, market, and air time. Read: Entry Points & Customer Journeys →
🌐
Spanish/English SMS Funnels
Same QR or SmartLink serves both languages. Prospect selects at opt-in — OTTO routes them into a fully configured Spanish intake flow. Summary delivered to your team in English. No bilingual staff at first touch. See SMS Language Funnels →
⚙️
OTTO Conversational Intake
Case type, incident description, timeline, injuries, documentation, email verification — all captured via ITR (Interactive Text Response) menus and data collectors. Read: Inbound Automation in Outbound SMS →
⚖️
Mass Tort Claimant Intake
Product-specific intake flows — Class action, Roundup, Camp Lejeune, talc. Claimant exposure timeline, diagnosis status, and contact info captured per tort type. Every claimant interaction becomes a structured intake record tied to campaign source, practice area, and intake status — TCPA documented at every opt-in. List building →
🔄
Partial Intake Recovery
Prospect started but didn’t finish? Automated nudge sequence fires on schedule — “Still looking for help? Reply YES to continue.” Partial data preserved. No incomplete intake silently discarded. Every partial gets a next step.
📊
Attribution by Campaign & Channel
Which TV spot, which billboard market, which search keyword drove each intake. Attribution reporting ties media spend to structured intakes — cost per intake by placement for the first time. Intake Attribution →
How it works
Prospect scans your TV spot QR.
You get a structured intake summary before you call back.
1
Prospect scans QR or taps SmartLink
From a TV spot, billboard text CTA, SmartLink in a paid search ad, or website CTA. Scan timestamp, creative, and placement ID logged at first contact. Related: Scans, Clicks & Geo Attribution →
Any media channel · scan-level attributed · 24/7
2
OTTO runs structured intake — mobile confirmed, TCPA documented
Mobile number and TCPA consent captured at opt-in. OTTO captures structured intake information — case type, incident, injury, timeline, and documentation status — through a conversational flow designed for legal intake continuity. Related: Declared data at opt-in →
verified at opt-in · TCPA documented · structured intake
3
Email verified — both channels confirmed
OTTO asks for the client’s email at the end and sends a 6-digit verification code via the ITR confirm flow. Client replies with the code. Email confirmed. Both mobile and email activated from one SMS conversation — no separate form required. Related: Intake Workflow Playbook →
Mobile + email · both verified · one conversation
4
Prepare Caller fires — intake team closes with full context
Structured intake summary emailed to your intake manager — case type, incident narrative, timeline, injuries, documentation status. Client receives Prepare Caller: who’s calling, what number, what time. Prospects are more likely to engage when they know who is calling and why. Related: Campaign Playbooks →
Prepare Caller · prospect notified before callback · full context brief
Where it plugs in
Every channel you’re already running.
Now with a text intake lane.

TextingOnly doesn’t replace your media buy or your intake process. It adds a text response channel to every placement already running — and OTTO handles everything that comes through it before your intake team picks up the phone.

TV · Radio · Streaming · OTT
QR in your TV spot → OTTO intake while the ad runs
Broadcast QR → OTTO case intake → attorney alert
QR code in the commercial or lower-third. Prospect scans during the ad — OTTO starts the intake immediately: practice area, incident type, injury status, timeline. By the time the spot ends, you have a structured intake summary. Every scan attributed to the specific creative, market, and air time.
TV spot QRRadio SmartLink (read aloud)Streaming overlay QROTT/CTV lower-third
1
Prospect scans QR during the ad
Native camera — no app. Creative, market, and air time logged at scan. Dynamic QR →
2
OTTO runs intake in under 90 seconds
Practice area, incident type, injury/damages, timeline, prior representation — structured fields, not a transcript.
3
Intake team receives structured summary
Attorney or intake coordinator calls a prospect with full context — case type, incident date, injury status. No cold opening. Attribution →
Media spend becomes measurable per intake
Which creative, which market, which air slot drove each intake. Cost per structured intake by placement — for the first time.
⚙️ OTTO · Legal Intake
→ TV spot QR scanned
Market: Baltimore · Creative: PI Summer
Hi — thanks for reaching out. What type of case do you have?
1 Car accident  2 Slip & fall  3 Work injury  4 Other
1
Got it — car accident. Were you injured?
1 Yes, treated  2 Yes, untreated  3 Property damage only
1
When did the accident happen?
1 Last 30 days  2 1–6 months ago  3 Over 6 months ago
2
⚙️ Intake: Car accident · Injury treated · 1–6 months · Baltimore TV — intake team notified.
Billboard · Bus Shelter · Vehicle Wrap · Transit
Text CTA on every outdoor placement → OTTO intake
OOH text number → SmartLink → full case intake
Billboard, bus shelter, vehicle wrap — add a text number alongside your 800 line. The prospects who won’t call while driving past have a frictionless path in. They text, OTTO runs the intake immediately. No missed opportunity because they couldn’t call in the moment.
Billboard text CTABus shelter SmartLinkVehicle wrap text numberTransit advertising
1
Prospect texts in from outdoor placement
Text number or SmartLink on the placement. Placement ID and location captured at first contact.
2
OTTO runs full intake immediately
Case type, incident, injury, timeline — captured while the prospect still has you top of mind. No callback delay.
3
Intake team gets structured summary
Call a prospect who has already completed intake — not a cold follow-up from a missed call.
Captures who won’t call in the moment
Billboard prospects rarely call immediately. Text CTA captures intent in the moment — before they forget or call a competitor.
⚙️ OTTO · Legal Intake
→ Billboard text-in · I-695 North
Placement: PI · Baltimore market
Hi — thanks for texting. What type of case can we help you with?
1 Car accident  2 Slip & fall  3 Work injury  4 Other
3
Work injury — got it. Were you injured on the job?
1 Yes, workers comp filed  2 Yes, not yet filed  3 Wrongful termination
2
⚙️ Intake: Work injury · Comp not filed · Billboard I-695 — intake team notified.
Mass Tort · Class Action · Claimant Intake
Text opt-in for specific tort campaigns → structured claimant intake
Campaign keyword or QR → OTTO claimant qualification → intake summary
Running a mass tort campaign — Roundup, class action, Camp Lejeune, talc? OTTO captures claimant name, exposure timeline, current health status, diagnosis, and contact info via SMS. List builds automatically with verified contacts on every record. TCPA documented at opt-in. Every claimant record attributed to its campaign source.
Roundup / herbicideclass action / GLP-1 drugsCamp LejeuneTalc / mesothelioma
1
Claimant texts campaign keyword or scans QR
Campaign keyword, landing page SmartLink, or social ad QR. Source and campaign captured at first contact. List building →
2
OTTO captures claimant qualification
Exposure type, timeline, current diagnosis, treatment status, contact preference — structured fields per tort type.
3
Claimant list builds automatically
Every verified contact with TCPA documented, campaign attributed, and qualification fields completed. No manual data entry.
Scale intake without scaling headcount
OTTO handles thousands of claimant intakes simultaneously — 24/7, no human at first touch. Intake team reviews summaries, not raw contacts.
⚙️ OTTO · Mass Tort Intake
→ Campaign: Class Action · Social ad click
Keyword: CLASSACTION
Hi — thanks for reaching out about the class action. Were you directly affected by the product in question?nother GLP-1 drug?
1 Yes  2 Not sure
1
Have you been diagnosed with gastroparesis or a serious GI condition?
1 Yes, diagnosed  2 Symptoms but no diagnosis  3 No
1
⚙️ Class Action: Product confirmed · Documentation noted — intake team notified.
Outbound campaigns
Your list. Your timing.
OTTO handles every reply.

Partial intakes get automated follow-up. Aged inquiries get re-engagement campaigns. Bilingual prospects get a full intake in their language. OTTO handles every reply — no manual lift.

Incomplete Intakes · Aged Inquiries · CRM Re-activation
Partial intake → automated nudge → intake completed
Outbound follow-up → OTTO re-qualifies → intake team alert
Prospect started intake but didn’t finish. Aged inquiry in your CRM went cold. Outbound personalized SMS: “You reached out last week — still looking for help?” Reply YES re-activates OTTO intake. Every completed intake surfaces to your team with full context. Nothing falls through.
Incomplete intake follow-up30–60 day cold leadsCRM aged inquiriesConsultation no-shows
1
Automated follow-up to partial intakes
Personalized by name and case type. Fires automatically on a schedule — no manual monitoring. Re-engagement →
2
YES re-activates OTTO intake
Picks up where the intake left off — or starts fresh. Structured fields. No cold opening for the intake team.
3
Intake team alert — completed summary
Team receives full intake summary only after OTTO has qualified the contact. No incomplete records to chase.
STOP suppresses permanently
Every STOP is instant opt-out. Every non-reply triggers one additional nurture message, then suppresses. TCPA compliant throughout.
📤 Outbound · Partial Re-engagement
Lead: Marcus · Partial intake · 8 days ago
Case type: Car accident · Baltimore TV
Hi Marcus — you reached out last week about a car accident case. Still looking for help? Reply YES to continue or STOP to opt out.
YES
Welcome back Marcus. Were you injured in the accident?
1 Yes, treated  2 Yes, untreated  3 Property damage only
1
⚙️ Intake Completed: Marcus · Car accident · Injury treated · Reactivated Day 8 — intake team notified.
Spanish · Bilingual · Language-Selected Intake
Spanish-speaking prospect → full bilingual intake → English summary
Language selected at opt-in → OTTO runs intake in Spanish → attorney alert in English
Same QR code, same SmartLink, same text number. Spanish-speaking prospect selects their language at opt-in — OTTO routes them into a fully configured Spanish intake flow from the first message. Case type, incident, injury, timeline — all captured in Spanish. Intake summary delivered to your team in English. No bilingual intake staff required at first touch.
Any inbound entry pointSpanish TV spotSpanish social adsSpanish radio
1
Prospect selects language at opt-in
Language preference captured at first message. OTTO routes to the fully configured Spanish flow immediately. Language funnels →
2
Full intake runs in Spanish
Tipo de caso, incidente, lesiones, cronología — all captured conversationally in Spanish. Same structured fields as English intake.
3
Intake summary delivered in English
Your intake team receives the structured brief in English — case type, incident, injury, timeline. No translation required.
No bilingual staff at first touch
OTTO handles the full bilingual conversation. Your team handles the follow-up in English. Expand your reach without adding headcount.
⚙️ OTTO · Intake Bilingüe
→ SmartLink tap · Spanish TV spot
Idioma seleccionado: Español
Hola — gracias por comunicarse. ¿Qué tipo de caso tiene?
1 Accidente de auto  2 Caída  3 Lesión laboral  4 Otro
1
Accidente de auto. ¿Resultó lesionado?
1 Sí, recibí tratamiento  2 Sí, sin tratamiento  3 Solo daños materiales
1
⚙️ Intake (EN): Car accident · Injury treated · Spanish TV · Bilingual flow — intake team notified.
📤Outbound
Personalized Outbound with Reply Automation
Send personalized SMS to partial intakes and aged inquiries. YES re-activates OTTO intake. STOP triggers instant opt-out. Every reply has a next step.
See the use case →
⚖️Mass Tort
Mass Tort Claimant List Building
Campaign keyword or QR captures claimant name, exposure, diagnosis, and contact. TCPA documented at opt-in. List builds automatically with verified, attributed records.
See list building →
🌐Bilingual
SMS Language Funnels
Contacts select their language at opt-in. OTTO routes them into a fully configured flow from the first message. Intake summary delivered to your team in English.
See language funnels →
How legal intake behavior changed
The phone call is no longer
the only response behavior.

Prospects scan the billboard. Tap the paid search ad. Text from a TV spot. Ask questions after hours from their phone. The Bottom Bar changed how legal prospects begin the intake process.

TextingOnly turns those mobile interactions into structured case-intake workflows before your intake team ever makes a call. After-hours intake remains uninterrupted. Practice-group routing happens automatically. Every interaction becomes a structured intake event with verified mobile identity and documented TCPA consent.

Intake staff receive structured context before outreach begins. The attorney calls a qualified prospect with full case details — not a cold name from a contact form.

TV Spot → Structured Case Intake
QR in the commercial → prospect scans during the ad → OTTO captures case type, incident, and injury → structured intake brief delivered to intake team before callback.
After Hours → Uninterrupted Intake
11pm scan from a billboard → OTTO runs the full intake immediately → structured summary waiting for the intake team at 9am → Prepare Caller fires when the callback happens.
Class Action → Claimant Workflow Infrastructure
Campaign keyword triggers intake flow → OTTO captures exposure timeline and claim status → intake routed to correct practice group → every claimant a structured intake record.
Platform overview

SMS for Attorneys — at a glance

How does TextingOnly capture non-callers and non-form-fillers for law firms?

A meaningful segment of people who see a legal ad will not call and will not fill out a form. A QR code or SmartLink gives them a third option — text in. OTTO collects case type, incident timeline, injury description, and contact details through native SMS conversation. The structured intake record is delivered to your intake team before first contact. No voicemail, no form submission, no missed prospect. Every scan is attributed to the specific creative, market, and placement that generated it.

How does OTTO handle legal intake via SMS after hours?

OTTO operates 24/7. A prospect who scans a QR code at 11pm or clicks a SmartLink on a weekend receives the full intake flow immediately — case type, incident details, injury status, timeline, and email verification — all captured without any staff. The structured intake summary is delivered to your team when they return. Prospects who complete after-hours intake receive a Prepare Caller message naming who will call and from which number, improving continuity between the intake conversation and the legal callback.

What happens when a legal intake is incomplete?

TextingOnly tracks partial intakes automatically. When a prospect starts but does not complete the intake flow, OTTO sends a follow-up message after a configured interval — inviting them to continue or schedule a call with your intake team. The partial intake data already captured is preserved and available to your team. Prospects who respond re-enter the flow where they left off. Partial intakes that never complete are flagged in the dashboard for manual follow-up. No incomplete intake is silently discarded from the pipeline.

Is law firm SMS intake TCPA compliant?

Yes. Prospects opt in by sending the first message — constituting TCPA-compliant express written consent documented at the moment of first contact. All timestamps and entry points are stored with every contact record. 10DLC registration is completed before any campaign launches, satisfying carrier documentation requirements from day one. TextingOnly registers under your firm name so prospects see your brand at every touchpoint, not an unknown number, which measurably improves answer rates on intake callbacks.

Legal · Common questions

Questions about Legal

TextingOnly adds a text channel to your existing intake stack. When a prospect texts in — from a TV spot QR, billboard, SmartLink in a paid search ad, or any digital or print placement — OTTO responds instantly and runs a conversational intake. Case type, incident details, timeline, injury description, documentation needed — all captured via SMS. At the end, OTTO sends a verification code to confirm the client’s email address. The intake manager receives a structured summary by email that mirrors a form fill. No staff required at any point in the flow.

10DLC is the carrier registration system that authorizes businesses to send SMS at scale. Law firms running TV, digital, or billboard campaigns that include a text CTA need 10DLC-registered numbers to ensure messages reach prospects reliably. TextingOnly handles full 10DLC registration under your firm name. TCPA express written consent is documented at every opt-in, which satisfies legal marketing compliance requirements and gives your firm verified, TCPA-documented contact records on every intake.

A meaningful segment of people who see a legal ad will not call and will not fill out a form — but they will text. TextingOnly adds that channel to your existing marketing mix. QR codes in TV spots, SmartLinks in paid search ads, and text CTAs on billboards give the non-caller a frictionless path in. OTTO handles the entire intake conversationally. The firm gets a verified intake without the prospect ever opening an email or navigating to a form.

TextingOnly tracks partial intakes automatically. When a prospect starts but doesn’t complete the intake conversation, OTTO enrolls them in a nudge sequence — a follow-up SMS that invites them to continue or schedule a call with your intake team. The partial intake data already captured is preserved. Firms receive a partial intake alert so the intake team knows a structured inquiry is in the workflow before intake is complete.

Yes. SMS Language Funnels route Spanish-speaking prospects into a fully configured Spanish intake flow from the first message. The same QR code, SmartLink, or text number serves both English and Spanish audiences. Case type, incident, injuries, and timeline are captured in Spanish conversationally. The structured intake summary is delivered to your intake team in English — no bilingual staff required at first touch.

OTTO operates 24/7. A prospect who scans a QR code at 11pm or clicks a SmartLink on a weekend receives the full intake flow immediately — case type, incident details, injury status, timeline, email verification — all captured without any staff. The structured intake summary is delivered to your team when they return. Prospects who complete after-hours intake receive a Prepare Caller message naming who will call and from which number, improving first-call continuity between the intake conversation and the callback.

OTTO operates 24 hours a day, 7 days a week — uninterrupted. A prospect who scans a billboard QR at 11pm or taps a SmartLink on a Sunday receives the full structured intake immediately. Case type, incident details, injury status, timeline, and email verification are all captured without any staff involvement. The structured intake summary is ready for your team when they return. After-hours intake continuity is one of the most significant advantages for firms competing on response time.

OTTO routes inbound inquiries automatically by case type, keyword, campaign source, or QR code assignment — ensuring each intake reaches the correct practice group while maintaining network-wide visibility. Personal injury, mass tort, immigration, and family law each have their own intake flow and routing rules. A mass tort claimant texting in from a product keyword goes directly into that product’s intake workflow. No manual re-routing required at first touch.

OTTO delivers a structured intake summary to your intake team before any callback happens — case type, incident narrative, injury status, documentation on hand, timeline, and campaign source. The Prepare Caller feature notifies the prospect that a specific team member will be calling from a specific number. Intake staff start every call with full context. Prospects are more likely to engage when they know who is calling and why.

The same QR code, SmartLink, or text number serves both English and Spanish audiences. Spanish-speaking prospects select their language at opt-in — OTTO routes them into a fully configured Spanish intake flow from the first message. Case type, incident, injuries, and timeline are captured in Spanish conversationally. The structured intake summary is delivered to your intake team in English. No bilingual staff required at first touch. Bilingual intake continuity is especially critical for personal injury and mass tort campaigns in Spanish-speaking markets.

Each mass tort campaign — class action, Roundup, Camp Lejeune, 3M earplugs, talc — gets its own OTTO intake flow triggered by a campaign-specific keyword, QR code, or SmartLink. OTTO captures exposure timeline, diagnosis status, documentation availability, and claimant contact information structured by tort type. Every claimant interaction becomes a structured intake record tied to campaign source, practice area, and intake status — TCPA documented at every opt-in. High-volume campaigns are handled automatically without additional intake staff.

OTTO captures mobile number with TCPA consent at opt-in — verified by the act of sending the first message. At the end of the intake conversation, OTTO asks for the prospect’s email address and sends a 6-digit verification code. The prospect replies with the code to confirm. Both mobile and email are verified from a single SMS conversation — no separate form required. Your intake team receives a contact record with verified mobile identity, confirmed email, and documented consent before any outreach begins.

A meaningful segment of people who see a legal ad will not call and will not fill out a form — but they will text. TextingOnly adds a structured text intake lane to every legal marketing placement: TV spots, billboards, paid search ads, streaming ads, and mass tort campaigns. The SmartLink bridge detects device type — mobile users open SMS instantly, desktop users see a QR bridge that transfers them seamlessly into the intake flow. Every intake channel connects to the same OTTO intake engine and the same attribution stack.

TextingOnly operates under NDAs with all active clients and does not publish client names publicly. Qualified prospects may request a confidential reference call — ask your contact at TextingOnly during your demo or quote conversation, and we’ll arrange an introduction with an appropriate reference in your vertical.

Get started
Add the text channel.
Keep your intake team exactly as is.

We’ll configure OTTO with your intake flow, connect your entry points, and set up 10DLC registration under your firm name. One conversation. No forms. TextingOnly operates under NDAs with all active clients. Qualified prospects may request a reference call during their demo.

30 seconds · no form
See OTTO Live
Watch a complete intake conversation in your native Messages app. Two thumbs, start to finish.
Try it now →
Most requested
Request a Quote
Tell us your practice area and marketing channels. We’ll configure the intake flow and quote a pilot.
Get a quote →
30 minutes · your setup
Schedule a Demo
Walk through the full intake flow — entry points, OTTO conversation, intake summary, email verification, attribution.
Schedule a call →
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