The first call decides the case
A potential client calls three firms after an accident or a served complaint. The first office that answers and books the consult usually gets the matter.
Law firmsAI phone agent
Intake calls answered while the attorney is in court.
The AI phone agent picks up when the paralegal is on another line or the office is closed. It takes the intake details you ask for, books the consult, and leaves the recording on the matter record. It gives no legal advice.
Where it goes wrong today.
Intake eats the paralegal’s day
Name, how it happened, when, who else is involved. The same questions on every call, between filings and client follow-up.
Evening calls after a bad day
People call lawyers after work, after an arrest, after a letter arrives. The voicemail asks them to call back during business hours. Many do not.
How it works for law firms.
It follows your intake script
Practice areas you take, the questions you want asked, your consult policy and fee, your hours. The agent gives no legal advice, does not comment on the merits of a case, and does not quote fees you have not published. Those go to the attorney.
It books the consult
Phone or in-office consult, from the calendar you connect. The agent confirms the time, texts the confirmation, and sends your intake form if you use one.
The matter lands on one record
Recording, summary, practice area, and how they found you sit on the record in the CRM. A conflict check or a decline is a human step; the agent leaves a note. Read more on what an AI receptionist is.
Illustrative example
What a day looks like.
- 8:20 a.m.The attorney is at a hearing. A caller asks whether the firm handles custody modifications. The agent confirms, takes the intake details, and books a Thursday consult.
- 12:40 p.m.A caller asks if they have a case after a slip and fall. The agent explains that only the attorney can answer that, collects the facts you ask for, and books the consult.
- 5:30 p.m.The office has closed. A caller needs an estate planning appointment for an elderly parent. The agent books the first available morning and texts the confirmation.
- SaturdayA caller asks about a criminal matter outside your practice areas. The agent says so, offers to take a message, and notes the referral request.
An illustrative example of how the system runs, not a measured result.
More for law firms.
Law firmsThe whole system for this work: pages, phones, follow-up and reviews.WebsitesA page for every practice area, every situation, and the consultation that follows.CRM and follow-upEvery potential client, from the first call to the signed engagement letter.ReviewsReview requests that go out when the matter closes and stay inside the advertising rules.
Questions law firms ask
Will it give legal advice?
No. It says plainly that the attorney answers legal questions, collects the intake information you specify, and books the consult.
Can it run a conflict check?
No. It gathers the names you ask for and leaves them on the record so your team can run the check before the consult.
Can it quote our consult fee?
Yes, if you publish one to it. If the consult is free or the fee depends on the matter, it says that.
What about confidentiality?
Ask us how recordings and summaries are stored before the agent handles client details. We put the answer in writing. Platform pricing is on contact.