AI Receptionist for Law Firms & Solicitors
Bar-Compliant Client Intake While You're in Court

The AI never gives legal advice, opinions, or case outcomes, which is what keeps it within SRA rules. It identifies itself as an automated assistant, handles administrative intake only (case details, scheduling, explaining fee structures), and routes anything substantive or confidential to a qualified solicitor. UK regulatory guidance permits AI for intake and scheduling on exactly this basis: it does not provide legal advice.

Yes—bidirectional sync with Clio Manage, MyCase, PracticePanther, Smokeball, Filevine, and Lawmatics. AI auto-creates lead/matter records with case type, urgency, opposing party names, contact info, intake notes, call recordings. Syncs consultation appointments to attorney calendars, updates case status (consultation booked, retained, declined, referred out). Runs conflict checks against existing client database. Exports intake transcripts and call summaries to case files. One source of truth—no duplicate data entry between AI and your practice management system. Setup takes under 30 minutes via API or Zapier.

AI asks every caller: 'Are you a current client, or is this a new matter?' For existing clients, routes directly to their assigned attorney or paralegal with case number—no duplicate intake. For new matters, captures opposing party names and cross-references your client database for conflicts of interest. If conflict detected, AI explains you cannot represent them and offers referral. If no conflict, proceeds with intake and books consultation. Critical for ethics compliance—prevents inadvertent conflicts, protects attorney-client privilege, ensures proper screening before engagement.

Yes—24/7 emergency intake for time-sensitive criminal, family, and PI matters. AI captures urgency signals: DUI arrest (court in 48 hours), emergency custody hearing, serious accident requiring immediate investigation, statute of limitations deadlines. Routes true emergencies to on-call attorney via SMS with case summary and client contact. Non-urgent after-hours calls get consultation booked for next business day. Criminal and PI firms report capturing £5K-£15K emergency retainers they previously lost to voicemail. One firm went from 3-4 after-hours retainers/month to 18+ after implementing AI.

Yes—AI discusses fee structures appropriate to practice area: hourly rates (£200-£400/hour for general practice), flat fees (£1,500-£5,000 uncontested divorce), contingency (25-40% for PI no-win-no-fee), retainers (£3K-£10K upfront for complex litigation). Asks about budget constraints, payment plan interest, legal aid eligibility. Pre-qualifies ability to pay and case economics. Routes high-value cases (£10K+ retainers, serious PI) to senior partners, mid-tier to associates, budget-conscious to junior solicitors, legal aid to pro bono coordinator. Prevents wasted consultations with prospects who can't afford representation.

Yes—AI asks time-sensitive questions per practice area. Personal injury: 'When did the accident happen?' (3-year limitation for UK PI claims). Employment: 'Date of dismissal?' (3 months minus one day for tribunal). Criminal: 'Court date?' Family: 'Urgent custody matter?' Flags cases approaching limitation deadlines with countdown alerts, routes to attorneys immediately for action. Prevents missed deadlines, protects clients from barred claims, reduces malpractice risk. One employment solicitor credited AI with catching 6 cases within days of tribunal deadline that would've been rejected as out-of-time.

Yes—AI asks every caller: 'How did you hear about us?' Tracks Google search, Google Ads, Facebook, referrals (attorney, past client, friend), directories (Avvo, Justia, Law Society), word-of-mouth. Reports which channels convert highest: if Google Ads cost £50/lead but convert 15%, while directory listings cost £30/lead but convert 5%, shift budget accordingly. Identifies top referral sources (accountants, estate agents, other solicitors). Optimizes £2K-£10K monthly marketing spend toward best-performing channels. One PI firm cut Facebook ads (5% conversion) and doubled Google Ads (22% conversion), increasing monthly retainers by £18K.

A flat monthly subscription with no per-call fees, no per-minute charges, and no hidden costs. Pricing is scaled to your call volume and the features you need, and we confirm it on a short call. It covers unlimited call handling, 24/7 coverage, Clio/MyCase integration, conflict checking, consultation booking, and after-hours routing. Most firms cover the cost by capturing a single retainer they would otherwise have lost. Cancel anytime, no long-term contract.