AI receptionist for law firms

Callers want to tell the whole story. The useful first call collects a smaller set: practice area, the other party's name if they have it, the deadline they are worried about, and whether they have already been served. That is enough to route the call and to run a conflict check later. It is not enough to predict an outcome, and the bot should say so out loud.

Firms lose callers in two places. The line rolls to voicemail while a lawyer is in court, and the web form asks for a novel before anyone says whether the firm even handles that kind of matter. A short, honest intake fixes both if a person still reviews it the same day.

Legal advice, fee promises, and "you have a case" are out. So is anything that sounds like a guarantee of a result. Those lines are not only bad service. In many states they are advertising problems. The script uses the language your ethics rules already allow on the website, and nothing sharper.

Conflicts are not something a model should clear. The bot can ask for names. A person in the firm compares them to the conflict system. Until that happens, the consult is a conversation, not an engagement.

• Practice area routing based on matters you actually take
• Deadline flags, such as a hearing date, passed to a person immediately
• Consultation booking on calendars you mark as public
• After hours message that does not create an attorney client relationship by accident
• A written summary the responsible lawyer can read before the call

State bar rules on advertising, specialization claims, and solicitation are not the same in Texas and New York, and they are not our license to interpret for you. We will build the greeting and the follow up text from copy your firm approves. If you do not have that copy, the first step is a review by someone who is responsible for it, not a clever prompt.

Call recording laws vary too. Some states require all party consent. The greeting needs to say the call may be recorded when that is required, and the vendor needs to store audio where the firm, not a random dashboard user, controls access.

A three lawyer plaintiff firm answers during the day and misses the evening. The after hours flow asks what kind of matter it is, takes names for a later conflict check, and offers two consult windows the intake coordinator opened on the calendar. If the caller says they were just served and the hearing is this week, the call transfers to the on call attorney. The firm does not get a "case score". They get notes. That is an illustration of the boundary, not a result we are claiming.