COMMON CALLS
Give every caller a clear next step.
- New matter and consultation requests
- Practice-area screening
- Existing-client message collection
- Consultation scheduling
LAW FIRMS · LEGAL SERVICES
Capture potential clients without giving legal advice.
Handle initial inquiries consistently, collect the approved intake facts, and route urgent or sensitive matters to the right person.
EXAMPLE WORKFLOW
From first ring to organized follow-up.
- Disclose that the caller is speaking with an AI receptionist.
- Identify the general matter type and required contact details.
- Avoid legal conclusions, predictions, and attorney-client claims.
- Schedule a consultation or create a structured staff follow-up.
CONTROLLED BY YOUR RULES
Useful without overstepping.
- Does not give legal advice or predict outcomes.
- Does not claim that contacting the firm creates representation.
- Uses minimum-necessary intake and defined conflict-check language.
CONNECTED WORK
Fits the tools behind your front desk.
Google CalendarOutlookClio-style APIsEmail
MAP YOUR FIRST WORKFLOW