The Lighthouse learning center

Understand the calls your firm receives and the tools your team uses to handle them.

Start with the product

Set your firm description, intake questions, and daytime and after-hours contacts.

Review calls, transcripts and captured intake details, then plan follow-up.

Phone setup

Forwarding sends calls to Lighthouse. Transfers connect callers with your team. Call details are saved for follow-up.

Call review

A transcript tells you what was said. Intake fields help your team assess the caller against your firm’s criteria for follow-up.

Intake setup

Ask the questions that help your team decide whether a case qualifies for a callback. Leave other details for follow-up.