Answering Service for Law Firms

AI Answering Service for Law Firms and Attorneys

A phone answering service built for law offices: every potential client reaches a calm, consistent intake conversation, urgent matters reach an attorney, and every call lands in your intake system with the details you need to decide whether to take the case. Runs on your existing numbers, around the clock, in English and Spanish.

Who This Is For

Built for firms that win or lose clients on the first call

  • Personal injury, family law, criminal defense, immigration, and estate planning practices where a caller who reaches voicemail calls the next firm on the search results.
  • Solo attorneys and small firms where the person answering the phone is also the person in court, in a deposition, or with a client.
  • Firms paying a human answering service that takes a name and number but cannot run intake, check a calendar, or write to Clio.
  • Multi-office practices that need one consistent intake script, one set of urgency rules, and one place where every lead is recorded.

What the Service Includes

Intake handled the way your best paralegal would handle it

Legal intake by phone

The agent collects the matter type, what happened and when, the jurisdiction, the parties involved, deadlines the caller knows about, and how they found you, using the intake questions your firm approves for each practice area.

Conflict pre-screening questions

Names of opposing parties and other involved persons are captured up front so your team can run the conflict check before anyone at the firm speaks in detail with the caller.

Urgent matter routing

Arrests, protective orders, filing deadlines, and other situations you define as urgent transfer immediately to the attorney or staff member on call, with the transcript sent ahead.

Consultation scheduling

Consults are booked into your calendar or intake platform with the durations, attorneys, offices, and buffers you set, followed by confirmation and reminder messages.

Existing client handling

Current clients are recognized by number or name, routed to the right attorney or paralegal, or given a message path, so intake lines stay clear for new matters.

No legal advice, ever

The agent explains what your firm does, collects facts, and schedules. It never advises on the caller's situation, quotes outcomes, or creates an attorney-client relationship. Those boundaries are written into its instructions and tested.

Why law firm calls are different

A caller who has just been in an accident, been served, or been arrested is stressed and is calling several firms in a row. The firm that answers first, asks sensible questions, and books a consult usually gets the matter. That is why the answering service for a law firm cannot be a message pad: it has to run intake, recognize urgency, and put the caller on the calendar while they are still on the line.

The intake also has to be careful. Facts must be collected without advice being given, opposing parties must be captured for the conflict check, and nothing said on the call should create expectations the firm cannot meet. A generic AI receptionist trained on a website does not know those rules. This service is built from your intake questions and your boundaries, practice area by practice area.

What the caller experiences

The phone is answered on the first ring by a calm voice using your firm's name. The agent asks what the call is about, listens, and follows the intake path for that matter type: an injury intake asks about the date, the other driver, insurance, and treatment; a family law intake asks about children, the county, and whether there is an existing order; a criminal intake asks about custody status and the next court date. Names of other parties are collected for the conflict check. If the caller describes something you defined as urgent, the agent transfers to the attorney on call and sends the transcript ahead.

Otherwise the agent offers the next available consultation with the right attorney, books it, and sends a confirmation with directions or a video link and a short intake form. Existing clients are recognized and routed to their attorney or paralegal. The entire call, with a summary and the intake fields, appears in your practice management system before the caller hangs up.

Built on your numbers and your systems

DPI runs the agent on an Asterisk-based telephony core that connects to your existing phone system over SIP. Your numbers, carriers, and extensions stay as they are; calls forward to the agent after hours, on overflow, on no-answer, or always, and the agent can transfer back to any extension or mobile. Intake data, appointments, and messages flow into Clio, Lawmatics, Smokeball, MyCase, PracticePanther, CASEpeer, or Filevine through their APIs, so nothing has to be re-keyed and nothing sits in an inbox.

Speech recognition and synthesis can run on open-source models, and the language model can be hosted or self-hosted depending on your confidentiality requirements. Transcripts and recordings, where you enable them, are stored with access controls and the retention limits your firm sets, and recording announcements follow the consent rules of the caller's state.

What you will see

A dashboard with every call, its matter type, its outcome, the consults booked, and the transfers made, plus transcripts for review. Weekly reviews in the first month catch phrasing your attorneys want changed and questions the script did not anticipate. Monthly, we report answered-call rate, consults booked, urgent transfers, and the changes shipped. As the firm grows, the same agent can send consult and court-date reminders, collect documents by text, and cover the front desk entirely.

How It Works

From your intake form to live answering

  1. Intake design

    We turn your current intake questions, practice areas, fee models you want mentioned, and urgency rules into the agent's script. Anything you do not want said stays unsaid.

  2. Integrations

    Clio Grow or Clio Manage, Lawmatics, Smokeball, MyCase, PracticePanther, CASEpeer, or Filevine connected for leads and calendars; SMS and email set up for confirmations and intake forms.

  3. Test with real scenarios

    Your attorneys and staff call the agent with the calls you actually get: a car accident last week, a spouse who left with the kids, a bond hearing tomorrow. We tune wording, questions, and routing until they approve.

  4. Go live and review

    Forwarding is switched on in the mode you choose: after hours, overflow, or always. Weekly transcript reviews in the first month, then monthly reporting on answered calls, consults booked, and matters routed.

Stack & Integrations

Connects to the systems your firm already runs

Clio Grow and Clio Manage Lawmatics Smokeball MyCase PracticePanther CASEpeer Filevine Google Calendar and Microsoft 365 Your existing phone numbers and PBX over SIP SMS, WhatsApp Business, and email

Engagement Models

How we work with firms

Setup

Intake design, integrations, scripts per practice area, testing with your team, and go-live on your numbers. Fixed scope with a launch date.

Managed answering

Monthly operation: transcript reviews, script updates when your intake changes, new practice areas, reporting on calls, consults, and conversion.

Expansion

Outbound reminders for consults and court dates, Spanish-language intake, document collection by text, or full front-desk coverage as the firm grows.

FAQ

Questions law firms ask

Can an AI answering service give legal advice by mistake?

Not if it is built correctly. The agent's instructions limit it to describing the firm, collecting facts, scheduling, and routing. It is tested against attempts to extract advice and answers those with a scheduled consult or a transfer. Your firm reviews the script before launch and the transcripts after.

How does it handle confidentiality?

Intake details are written only to your practice management system and to the people you designate. Transcripts and recordings, if enabled, follow your retention rules. Call recording follows the consent laws of the caller's state, and the agent can announce recording where required. Ask us about a data processing agreement for your firm.

What happens when a caller is in an emergency?

You define urgent categories: an arrest, an imminent hearing, a protective order, a deadline within days. Those calls transfer immediately to the attorney on call or trigger an alert with the transcript. Everything else becomes a scheduled consult or a message.

Does it work with Clio, Lawmatics, or my current intake tool?

Yes. Leads, contacts, and appointments are created in Clio Grow, Lawmatics, Smokeball, MyCase, PracticePanther, CASEpeer, or Filevine through their APIs. If your firm uses a tool not listed here, we check the integration during discovery.

Can it answer in Spanish?

Yes. The agent can run intake in English and Spanish and record which language the caller used so the right staff member follows up.

How is it different from a legal answering service with human operators?

Human services take messages and read scripts; they rarely run full intake, book consults into your calendar, or write to your practice software. The agent does all three, answers instantly with no hold queue, and costs less at volume. Where you still want a human, the agent transfers to one.

How is it priced?

Setup is a fixed scope. Ongoing operation is a monthly service sized by call volume and integrations, quoted in writing after a short call about your practice areas and tools.

Related

Next Step

Bring one workflow. Leave with a production plan.

Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.