AI Receptionist for Law Firms: Intake Before Attorney Review

Our AI receptionist for law firms answers forwarded calls, collects names before matter details and books consultations under your instructions. Hear it handle a fictional intake in the browser demo, then request a free trial to configure your firm.

Hear a sample intake

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An attorney in a small conference room talking with a client across the table

Handle Intake and Routing Without Giving Legal Advice

Your AI legal receptionist gathers the information your firm requests, books consultations and flags urgent calls. Legal advice, case evaluations, deadline answers and decisions about representation stay with your attorneys.

Firm instructionsSet practice areas, exclusions and the intake questions your receptionist should ask.
No case assessmentRequests for legal advice go to your firm for attorney review.
Defined next stepsOffer a consultation, take a message or route an urgent matter.

Your receptionist handles the first exchange so your office receives a useful intake record. You provide the services you offer, the matters you do not handle, your hours and your price policy. The AI uses those instructions to ask questions and arrange the next step.

It does not tell a caller whether they have a case, calculate a filing deadline or predict a result. Fees are shared only when your firm has supplied them. When someone asks for a legal judgment, the response is that an attorney will review the matter and get back to them. The greeting also makes clear that calling does not create an attorney-client relationship.

Move a New-Client Call Toward a Consultation

A new-client call starts with disclosures and parties' names, then moves through your intake questions toward a consultation or callback. Urgent matters follow the routing instructions you set.

Start clearlyIdentify the virtual assistant and give the recording notice before intake begins.
Collect in orderAsk for parties' names before the limited facts your firm requests.
Arrange follow-upBook a consultation into Google Calendar or capture information for a callback.

The call opens with your business introduction, the virtual-assistant disclosure and the recording notice. The receptionist explains that the call does not establish an attorney-client relationship. Names come next, before the caller is asked for details about the matter.

After gathering your approved intake information, it can book a consultation into Google Calendar or take a message for your staff. If the caller describes an arrest or another situation you mark as urgent, your on-call instructions determine the route. You receive a summary and urgency tag by email and app push notification. Explore consultation scheduling to decide whether booking or callbacks suit your office.

Collect Conflict-Check Names Before Matter Details

Your receptionist asks for parties' names before collecting details so your firm can review potential conflicts. Gathering those fields does not clear a conflict or approve a new representation.

Parties firstRequest the names your firm needs before asking about the underlying matter.
Limited collectionDefine the facts needed for intake instead of inviting a detailed account.
Firm reviewYour attorneys decide whether a potential conflict permits the intake to proceed.

Conflict-check preparation begins with the order of the questions: parties' names first, followed by only the intake facts you request. Use onboarding to specify which names and basic details your office needs. A caller should not be invited to give a full account before those names have been collected.

Your firm performs the conflict review and decides whether it can take the next step with the caller. The AI does not search your practice-management records or issue a clearance. Review the transcript and summary as intake material for your own process. The legal intake workflow shows how name collection fits into the broader call.

Choose Recording and Retention for Your Firm

Your firm's data is isolated from other firms' data, and you choose recording retention or no recording. The greeting includes mandatory virtual-assistant and recording notices; your firm supervises intake handling.

Firm separationYour firm's intake data is kept separate from other firms' data.
Recording choiceChoose 30 or 90 days of recording retention, or select no recording.
Required noticesThe virtual-assistant and recording disclosures remain part of the opening greeting.

Your firm chooses whether to keep recordings for 30 or 90 days, after which they are deleted, or to use the no-recording option. Transcripts and summaries remain while the account is open and are deleted within 30 days after closure or on request. Your firm's data is isolated from other firms' data.

We process callers' information on your firm's behalf and do not use it for our own marketing or sell personal information. Keep intake questions limited to the information your office needs, and review how the receptionist follows your instructions. Required opening disclosures stay enabled. Read our data handling details when selecting your firm's settings.

Fit AI Coverage Around Staff and Live Answering

An AI answering service for law firms can handle selected forwarded calls while staff keep personal conversations and attorney decisions. Choose the division of work around your office's needs.

Keep staff involvementYour team can continue answering during office hours and reviewing messages.
Select AI coverageForward busy, unanswered or after-hours calls according to your office arrangement.
Reserve personal judgmentStaff and live receptionists bring human judgment to sensitive conversations.

AI fits where your firm wants a defined intake process followed on calls that reach the receptionist. It can gather names, take messages, book consultations and route matters under your urgency rules. Your staff can continue handling familiar clients and conversations that need personal knowledge of the office.

Live receptionists bring human judgment and flexibility when a conversation takes an unexpected turn. In-house staff also know your working relationships and can coordinate directly with attorneys. Choose which calls to forward based on those strengths and your intake workload. Review summaries before acting on them because the AI can make mistakes, and keep your firm's backup contact route current.

Start With After-Hours Calls, Then Review Coverage

Begin with after-hours forwarding if you want to evaluate AI intake while staff retain daytime calls. Test your instructions, review the resulting messages and adjust coverage as your firm decides.

Define evening rulesSet which matters need the on-call attorney and which can wait.
Test realistic callsTry a consultation request and an urgent scenario before going live.
Review and adjustUse transcripts and summaries to refine questions, hours and routing instructions.

An after-hours rollout begins with your definition of urgency: an arrest, court that day or a protective-order matter can follow your on-call instructions. Other callers can receive a consultation booking or leave details for a return call. Specify who receives urgent calls and the order for reaching them.

Before forwarding callers, test both a routine intake and an urgent request. Review whether the transcript contains the names and limited facts your firm needs, and check the notification and transfer path. Change settings by telling the AI your revised instructions in plain words. Use the browser call demo to hear the approach while free trials await opening.

Questions

Can the AI tell a prospective client whether they have a case?

No. It does not evaluate a case, give legal advice, answer deadline questions or promise an outcome. It gathers the intake information your firm requests and explains that an attorney will review the matter and get back to the caller. A consultation or callback provides the next step.

Does the receptionist run our conflict check?

It collects parties' names before matter details to support your firm's conflict-check process. Your firm reviews those names and makes the decision about representation. The receptionist does not clear conflicts or check your practice-management database. Configure the intake questions to collect only the facts your office needs.

Can our firm turn call recording off?

Yes. Firms can choose no recording, or keep recordings for 30 or 90 days before deletion. Transcripts and summaries stay while your account is open and are deleted within 30 days after closure or on request. The opening virtual-assistant and recording notices are mandatory and cannot be switched off, including when your firm selects no recording.

Does speaking with the AI create an attorney-client relationship?

The receptionist tells callers that the call does not create an attorney-client relationship. It does not accept a matter or promise representation on your firm's behalf. Your attorneys review the intake information and decide how to respond, while the receptionist handles the consultation booking or message under your instructions.

Can a caller switch between English and Spanish?

Yes. Your receptionist speaks English and Spanish, and callers can switch languages during the call. The same firm instructions govern intake, routing and consultation booking. Try a Spanish-speaking immigration caller in the fictional browser demo to hear how the conversation works before setting up your firm's reception.

Can we use it alongside our practice-management software?

Yes, by reviewing the summaries and entering the relevant information into the system your office uses. Direct practice-management connections are not live. Consultation bookings go into Google Calendar, while call summaries, transcripts and available recordings remain accessible in the dashboard for your firm to review.

What happens to an urgent call outside office hours?

Your firm defines urgency and names the on-call recipients. The receptionist can warm transfer the call or page them in the order you set. During a warm transfer, the recipient hears a short summary and presses 1 to accept. Routine matters follow your booking or message instructions.

How can we evaluate the receptionist before committing?

Begin with the browser demo, which needs no signup and uses fictional legal intake scenarios. Request a free 14-day trial allowing up to 100 minutes to configure your own firm. A card is required before forwarding goes live, and you can test the call handling before sending callers through.

Hear the Intake Before You Set Your Rules

Try the fictional law firm in the browser demo. Then request a free trial to give your receptionist the intake instructions your office needs.

Hear a sample intake Request a trial

Free trial on request: 14 days, up to 100 minutes