In the legal world, the first firm to answer the phone wins the case. Deploy a GPT-Realtime Intake Bot that screens cases against your specific criteria and transfers qualified plaintiffs directly to your partners.
🤖 AI: "Thank you for calling Miller Law. Are you calling about a recent accident?"
👤 Caller: "Yes, I was hit by a truck yesterday in Tampa."
--- [IDENTIFIED KEYWORD: "TRUCK ACCIDENT" - HIGH VALUE] ---
🤖 AI: "I'm very sorry to hear that. Our firm specializes in commercial vehicle cases. Hold one moment while I connect you directly with our Senior Intake Partner."
🚀 [ACTION] Transferring to Partner Mobile...
Law firms waste thousands of hours on unqualified leads. RAG-driven intake asks the qualifying questions you define and routes accordingly, so your attorneys spend their time on the calls that warrant it. The AI gathers; an attorney still decides.
Upload your firm's intake forms or case law PDFs. The AI uses this data to ask the right qualifying questions.
Your firm connects its own dedicated Twilio or Telnyx account. Client data and your Twilio credentials are never shared with or exposed to anyone else.
Someone who has just been injured is not patient, and they are not loyal yet. Whoever picks up first has an enormous advantage that has nothing to do with legal skill.
Phone off, three hours gone. The intake that came in at 10am has already retained somebody else.
Incidents do not happen between nine and five. Neither do the calls that follow them a few hours later.
The second and third simultaneous callers hear a ring-out, and you never learn they existed.
AI Appointment Setting can put a consult on a real calendar during the call. In a firm, four things have to be true first.
A consult booked before a conflict check is a problem you have to unwind. Capture the adverse party's name at intake and treat booking as provisional until cleared.
It determines urgency more than anything else the caller says. Collect it every time, and never let the system draw a conclusion from it.
A quick eligibility call and a full case review are not the same appointment. Define each type separately or your day fills with the wrong shape of work.
List the practice areas you decline. Otherwise it books them politely, and someone has to make an awkward call the next morning.
A system answering your firm's line is speaking on your firm's behalf. The line between gathering information and giving advice is the entire configuration.
Answers freely
✓ "Do you handle truck accident cases?"
✓ "Where is your office?"
✓ "Is the consultation free?"
✓ "What should I bring with me?"
Facts about your firm and your process, answered from your own intake documents.
Hands to an attorney
✕ "Do I have a case?"
✕ "How much is it worth?"
✕ "Am I still in time to file?"
✕ "Should I accept their offer?"
Answering any of these looks like legal advice, and can imply a relationship that does not exist yet.
Nothing here is legal advice, and your state bar's rules govern. It is a flag that this vertical carries constraints most do not, and that the safe behaviour has to be configured deliberately rather than assumed.
A firm's main line carries wildly different traffic. Transfer rules fire on what the caller actually says.
Business hours routing decides when the AI covers at all, and when calls ring straight through.
What it will not do
It collects facts. An attorney decides whether there is a matter worth taking.
Someone calling hours after a serious injury needs a person, and should get one fast.
It cannot accept representation, and should say so plainly if asked.
What it does well is the part that currently goes to voicemail. Answering at two in the morning, taking a clean and consistent set of intake details, keeping the caller engaged instead of dialling the next firm, and getting a partner on the line when the matter warrants it.
No, and it should be configured never to try. Questions about whether someone has a case, what it is worth, or whether a deadline has passed transfer to an attorney rather than getting an answer.
It captures the information a conflict check needs, including the adverse party, but the check itself stays with your firm. Treat any consult it books as provisional until you have cleared it.
Your firm connects its own carrier account with its own credentials. Nothing is pooled or shared across customers, and calls and messages stay inside your own account.
Yes. Numbers carry their own hours, time zone, and transfer rules, so a second office behaves independently while everything still lands in one dashboard.
No. The AI receptionist is an optional add-on on top of a core plan, and it is not part of the free trial because AI calls cost real money to run. Current pricing is here.