Current clients put through to their file's assistant
A current client shouldn't have to explain who they are three times. She knows their number, finds the open file, and gets the message to the assistant who works it.
A client with an open file calls about their matter.
Matches the caller to the file, takes a precise message, transfers what can't wait.
A message on the file with the question, the client's best times, and anything urgent flagged.
How it works
- Knows the caller
By phone number and name, matched to their open file. With two files, she asks which one before going further.
- Checks who is asking
She talks about a file only with the client and the people your firm lists on it, such as a spouse on a purchase.
- Shares what you allow
Next court date, the date of the next meeting, whether documents arrived. Never anything about the other side or another client.
- Takes the exact message
What they need, what they received, when they can talk. It goes on the file for the assistant, not to a general inbox.
- Transfers what's this week
A hearing tomorrow, a closing on Friday, a mediation this week. She warm-transfers to that file's assistant with a short summary.
- Books the callback
A time with the lawyer when the client wants to talk it through, from the lawyer's own calendar.
Example call
- CustomerHi, it's Lena Moreau. I got another letter from my ex's lawyer this morning.
- AI agentHi Lena. I have your family file with Ms. Calder and Priya. Did the letter come by email or by mail?
- CustomerEmail. It says they want a response by Friday.
- AI agentThanks. Could you forward it to Priya at the address on your last email? I'll put Friday on the message so she sees it first.
- CustomerSure. Can I talk to Ms. Calder about it?
- AI agentShe's in court today. I have a 20-minute call with her tomorrow at 2. Shall I book it?
- CustomerYes, please.
After the call: Priya sees a file message marked "response asked for by Friday", the forwarded letter arrives on the file, and Ms. Calder has tomorrow's 2:00 call with Lena in her calendar.
What your team gets
- Messages saved on the client's file, not in a shared voicemail
- Court dates and closings this week warm-transferred to the file's assistant
- Callbacks booked in the lawyer's own calendar
- Only the people listed on a file hear anything about it
- Fewer interruptions for assistants during drafting
Questions
How does she know it's really the client?
She matches the phone number and name to the file and can ask a question you choose, such as the file's street address, before saying anything about it.
Will she tell a client what the lawyer thinks?
No. She passes the question on and books the time with the lawyer.
What about calls from the other side?
She takes a message for the lawyer and says nothing about the file, the client or their plans.
Hear it on your phone
Request a demo call and the agent phones you, set up for law offices like yours.