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

The AI is 100% bar-compliant and never provides legal advice. It clearly identifies as an automated assistant, explains it cannot give legal opinions or case outcomes, and routes all substantive questions to attorney callbacks. It handles administrative intake only: capturing case details, scheduling consultations, explaining fee structures. For complex questions or confidential matters, it immediately escalates to a qualified solicitor. Complies with SRA professional conduct rules, data protection regulations, and attorney-client privilege requirements. Several UK and US bar associations have issued guidance approving AI for intake/scheduling as long as it doesn't provide legal advice—DeskCaller is designed to meet those standards.

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.

Simple monthly subscription: £197-£497/month depending on call volume and features (most solo/small firms fit the £297 mid-tier plan). Includes unlimited call handling, 24/7 coverage, Clio/MyCase integration, conflict checking, consultation booking, after-hours emergency routing. No per-call fees, no per-minute charges, no hidden costs. March might bring 100 calls (personal injury ad surge), July might bring 50—same flat rate. Average firm recoups cost by capturing 1 missed retainer per month (£3K-£10K value). Cancel anytime, no long-term contract. Most firms see 5-10x ROI within first month.