Understanding Dispositions
A disposition is the outcome classification of a call. Every call in Client Portal receives a disposition that describes what happened -- whether the contact was reached, how the conversation went, and what the next step should be.
Client Portal uses 9 canonical dispositions, organized into four categories.
Access Outcomes
These dispositions indicate that the decision-maker was not reached during the call.
No Answer
The phone rang but nobody picked up. No interaction occurred. This is the most common outcome for outbound calls and is a normal part of the process.
Voicemail
The call went to voicemail or an auto-response system. A message may or may not have been left. The contact did not participate in a live conversation.
Gatekeeper
A receptionist, assistant, or other intermediary answered the phone, but the target attorney was not reached. The gatekeeper may have taken a message, declined to connect, or provided alternative contact information.
Incorrect Number
The number dialed was wrong -- either it belongs to a different person or is no longer in service. This contact's phone data needs to be updated.
Conversation Outcomes
These dispositions indicate that a real conversation occurred with the target contact.
Not Interested
The attorney was reached and clearly declined to engage. They expressed no interest in the conversation topic, exploring opportunities, or continuing the dialogue. This is a firm "no" -- different from a soft decline or deferral.
Callback Requested
The attorney was reached and explicitly asked to be called back at a later time. They were not able to talk now but showed enough interest to request a follow-up. This is a positive signal -- the contact is open to conversation, just not at this moment.
Future Potential
The attorney was reached and showed any level of engagement or openness during the conversation. This is the default positive disposition and covers a wide range of outcomes:
- A brief but friendly exchange
- Willingness to hear more in the future
- Sharing some information about their situation
- General openness without a specific next step
This disposition represents the broad middle ground between "Not Interested" and "Meeting Booked." Most relationship-building conversations land here. Over time, many "Future Potential" contacts evolve into callbacks and meetings.
Opportunity Outcomes
These dispositions indicate a concrete positive outcome from the conversation.
Meeting Booked
A meeting, call, or demo was successfully scheduled with the attorney. This is the strongest conversion outcome -- the contact has committed time on their calendar.
Hard Stops
These dispositions indicate that no further contact should be made.
Do Not Contact
The attorney explicitly asked to be removed from all future outreach. This is a firm, legally relevant request. Contacts with this disposition are flagged in the system and excluded from future campaigns.
When a contact requests Do Not Contact, their record is permanently flagged. This flag persists across all campaigns and markets. Always respect this request.
Disposition Summary Table
| Category | Disposition | Contact Reached? | Conversation? | Positive Signal? |
|---|---|---|---|---|
| Access | No Answer | No | No | -- |
| Access | Voicemail | No | No | -- |
| Access | Gatekeeper | No | No | -- |
| Access | Incorrect Number | No | No | -- |
| Conversation | Not Interested | Yes | Yes | No |
| Conversation | Callback Requested | Yes | Yes | Yes |
| Conversation | Future Potential | Yes | Yes | Yes |
| Opportunity | Meeting Booked | Yes | Yes | Yes |
| Hard Stop | Do Not Contact | Yes | Varies | No |
How Dispositions Are Set
Dispositions are assigned after each call based on what happened during the interaction. Your dedicated BDR captures the disposition during or immediately after the call. When a transcript is available, the platform's AI also helps verify the classification for accuracy.
In all cases, the disposition reflects the objective outcome of the call -- not a subjective judgment about the contact's long-term potential.
A contact's disposition reflects their most recent call. A contact who was "No Answer" last week might be "Future Potential" this week after a successful conversation. Track the history in the contact's call log to see how engagement evolves.