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Recording disclosure

The approved recording disclosure was given at the start of this call.

“Thank you for calling [your firm]. You’re speaking with an AI assistant, not an attorney, and this call is recorded and transcribed for quality, case-evaluation, and legal record-keeping purposes. Talking with me doesn’t make you a client yet — an attorney reviews what you tell me, and the firm will follow up. By staying on the line, you consent to being recorded. If you’d rather not be recorded, you’re welcome to hang up now. Otherwise, let’s get started — can you tell me a little about what happened?”

Checked Thursday, October 8, 2026 at 10:50 PM.

Caller

• Name: Dana Whitfield
• Phone: (608) 555-0123

Consultation

No booking is recorded for this call.

Conflict check

What the Clio check does and does not catch

Clio

A new Clio contact was created for this caller (id 1048213).

The accident

• When: Tuesday, on the way home from work
• Where: At the light on Park
• What happened: Hit from behind while stopped at a red light.
• Injuries: Neck pain since; she cannot turn her head properly. The ER said soft tissue.
• Treatment: ER the same night.
• Police report: The other driver was ticketed.
• Other party's insurance: She has the other driver's insurance details from the exchange.
• Adjuster contact: An adjuster called her this morning wanting a recorded statement and a quick settlement.

Summary

Rear-ended while stopped at a red light on Tuesday; the other driver was ticketed. ER the same night, soft-tissue neck injury, still cannot turn her head properly. Not represented. An adjuster is already pushing for a recorded statement.

Recording

No recording is available for this call.

Transcript

Agent: Thank you for calling [your firm]. You’re speaking with an AI assistant, not an attorney, and this call is recorded and transcribed for quality, case-evaluation, and legal record-keeping purposes. Talking with me doesn’t make you a client yet — an attorney reviews what you tell me, and the firm will follow up. By staying on the line, you consent to being recorded. If you’d rather not be recorded, you’re welcome to hang up now. Otherwise, let’s get started — can you tell me a little about what happened?
User: Yeah — hi. I got hit on the way home from work on Tuesday, and my neck has been really bad since.
Agent: I'm sorry that happened. Take me through it — what happened on Tuesday?
User: I was stopped at the light on Park and somebody went into the back of me. The other driver got a ticket. I went to the ER that night and they said soft tissue, but I can't turn my head properly.
Agent: And are you working with another attorney on this already?
User: No, nobody yet.
Agent: Thank you for telling me that -- I'm going to take this down for the office. Before we get into the details, I need to take a couple of names so the office can run its conflict check -- that's routine, every firm does it. Can I start with your full name?
User: Dana Whitfield.
Agent: Dana Whitfield. And do you know the name of the other driver?
User: Yeah — Ray Kessler. I've got his insurance details from the exchange, too. An adjuster already called me this morning, actually — wanted to record a statement and settle it quickly.
Agent: And what's the best number to reach you on?
User: Six oh eight, five five five, oh one two three.
Agent: Six oh eight, five five five, oh one two three. Based on what you've told me, I'd like to put you through to someone at the office right now rather than book you a time — is that alright?
User: Yes, please.
Agent: Putting you through now.