AI client calls for document collection

In FCC 24-17, adopted February 2, 2024 and released February 8, 2024, the FCC confirmed that the TCPA’s restrictions on “artificial or prerecorded voice” cover current AI technologies that generate human voices. Calls using them need the called party’s prior express consent, absent an emergency purpose or an exemption.

Any firm planning AI calls, whether with HelloBooks (coming soon) or with another tool, should collect and record that consent before the first call and get its own advice on the TCPA.

Calls work best for the last few items on a checklist, after two written reminders. A call that names the missing form and sends the upload link while the client is on the phone closes the gap faster than a third email.

Use the reminder cadence and named-item requests in our document collection guides. HelloBooks Practice lists client messaging by email, WhatsApp or SMS as in pilot and recurring tasks as live, so the written part of the cadence can be scheduled now.