What the agent handles
- Screens enquiries by practice area
- Collects conflict check details
- Books initial consultations
- Takes file-specific messages
- Declines to give legal advice
Legal, finance and professional
AI receptionist for law offices
Screens new client enquiries by practice area, collects conflict check details, books consultations, and keeps current clients connected to their lawyer's team.
CallerI was just served with papers and there's a deadline to respond. I don't know where to start.
CallerHi, I'm closing on a house next month and my agent said I need a lawyer.
CallerCan I talk to someone about my separation? I just have a few questions first.
Where calls go
IntakeFamily lawReal estateLitigationWills and estates
Warm transfer: When an existing client calls about a court date or a closing happening this week, the agent warm-transfers to the assistant on that lawyer's file.
What it books
Initial consultations and client meetings
Why law firms miss calls, and what an AI receptionist changes
For a law firm, the phone is the intake funnel. A potential client who was just served papers or is closing on a house next month will call two or three firms, and the first one that answers properly usually gets the file. Lawyers are in court or with clients, assistants are deep in documents, and calls that go to voicemail rarely call back.
A RealVoice AI receptionist screens every new enquiry by practice area, collects the names needed for a conflict check, notes deadlines the caller mentions, and books an initial consultation with the right lawyer. It is polite and discreet, and it never gives legal advice; it says so clearly when callers ask for an opinion.
Existing clients get treated like existing clients. The agent recognizes returning numbers, takes file-specific messages for the right assistant, and warm-transfers time-sensitive matters, such as a court date or a closing this week, to the team on that file.
Example call, start to finish
- CallerHi, I got a statement of claim yesterday. Someone's suing my business and I don't know what to do.
- AI receptionistI'm sorry you're dealing with that. I can't give legal advice, but I can get you in front of one of our litigation lawyers. Does the document mention a deadline to respond?
- CallerIt says twenty days.
- AI receptionistThank you, I'll flag that. For our conflict check, what's the name of the person or company suing you?
- CallerNorthline Supply.
- AI receptionistGot it. I have a consultation with Ms. Fraser tomorrow at 10:30. Shall I book it, and send you a text with what to bring?
After the call: The firm receives an intake summary with the practice area, the opposing party for the conflict check and the 20-day deadline flagged, before the consultation happens.
How it fits your day
- While lawyers are in court
- New enquiries are screened and booked, so no potential client hears voicemail.
- Conflict checks
- The details needed to run a conflict check are collected on the first call.
- Existing clients
- File-specific messages go to the right assistant, and urgent matters are transferred to the team on the file.
- Evenings and weekends
- People often look for a lawyer outside office hours; they can book a consultation then.
Your software
Today it books consultations into the RealVoice schedule and sends each intake summary to the firm by email and text. If you run Clio, PCLaw, LEAP, CosmoLex or Amicus Attorney, the team can set up a connection to it; custom integrations are quoted separately.
What a missed call costs
A single new matter can be worth thousands to tens of thousands of dollars in fees. If a firm misses a handful of new-client calls a month, and the callers retain the next firm that answers, the lost revenue adds up quickly. The calculator on our homepage lets you plug in your own average file value.
Questions law firms ask
Will it give legal advice?
No. It is set up to decline legal opinions politely and to book the caller with a lawyer instead.
Can it collect conflict check information?
Yes. It asks for the names of the other parties and any related people, and includes them in the intake summary.
Can it route by practice area?
Yes. It identifies the practice area from the caller's situation and books with, or transfers to, the right lawyer or team.
How are existing clients handled?
Returning callers are recognized by number. The agent takes file-specific messages or warm-transfers urgent matters to the assistant on the file.
Is it discreet?
Yes. It follows your confidentiality instructions, shares nothing about other clients, and only discusses a file with the people you allow.
Hear it as your own law firm's front desk
Request a free demo call and the agent will phone you, set up as a business like yours.