Call system for law firms

The line that takes intake without practicing law.

Point the intake number at Terri. It answers live, collects who is calling and the matter type, and books the consult — without evaluating the case.

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What the line does on an intake call

Two rules other floors do not have: the system must not give legal advice, and collecting the story too early can disqualify the firm.

• Takes the name before the story Names of the parties and the general matter type are what a conflicts check needs. The story is not. Terri collects identity first and moves to scheduling instead of inviting a narrative.
• Books the consult on the call Practice areas you take and do not take, whether consults are free, what to bring, office hours, and a time on the calendar. A potential new client shopping three firms keeps the one that books them.
• Covers the after-hours intake Intake arrives after hours more often than it arrives at 10 a.m. Nights and weekends cost the same monthly rate. The caller who would have dialed the next firm gets a live answer.
• Says what the call is not A short, plain statement that speaking with intake does not create an attorney-client relationship, delivered in the conversation and kept in the transcript.

What always reaches a lawyer

The line is a call system, not counsel. It does not evaluate, reassure, or estimate.

• Courts, counsel, and deadlines Opposing counsel, court staff, process servers, and anything with a filing deadline. These skip the intake script and reach a person immediately.
• Emergencies and distress A caller describing an arrest, an active emergency, or real distress. No qualifying questions. Transfer first.

Frequently asked questions

Can a call system take legal intake without practicing law?

Taking a name, callback number, general matter type, and a consult time is administrative. Telling a caller whether they have a case, what it is worth, or how long they have to file is legal advice. Terri must not do the second.

Can intake on the phone create a conflict?

Yes, if it collects the story before a conflicts check. Hearing confidential details can create a duty to that person and disqualify the firm from anyone adverse to them. Collect party names and matter type first, then stop volunteered narrative.

Which calls should always reach a lawyer?

Calls with a deadline, callers describing an arrest or an active emergency, opposing counsel, court staff, and anyone in distress. Transfer immediately, without qualifying questions.

How should a firm treat recording and retention?

Intake transcripts hold material a firm must protect. Settle recording consent, retention, and who can read them with your malpractice carrier and ethics counsel — not with a vendor page, including this one.

Three plans. Same line.

Every plan includes a dedicated number and voice usage credit.

• Starter $49.00 / month. For one person delegating everyday phone work. Includes $25.00 of usage credit each month. Start subscription
• Pro $199.00 / month. For heavier personal or professional call volume. Includes $100.00 of usage credit each month. Start subscription
• Scale $499.00 / month. For call centers and high-volume teams that need a designed agent. Includes $300.00 of usage credit each month. Contact sales

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