For intake questionnaire, develop a strategy to understand nice to have/must have questions

[nonprofittechy]

AI might be able to handle the nice to have questionnaire in a nicer way for the user. We can save some labor as well by not hard-coding that line of questions.

Example: some nuance of the relationship to the landlord. Good for lawyer to know, not something critical to get exact at the intake stage?

[jpagh]

Voicebot should make a LegalServer matter note with the transcript or at least summary of the caller's case description aside from just using it to classify. Not sure if we want to have the bot ask more questions or if it's better to wait for them to speak to the staff. I'd hate for the bot to waste the caller's time, especially if we have to have the bot hang-up to get them into the call queue.

[jpagh]

Stores case description as a note in LegalServer: b77c969