Virtual Receptionist for Lawyers: Your Firm's Front Desk
A virtual receptionist for lawyers handles greetings, intake questions, consultation booking and messages when your firm forwards calls to it. Try our browser demo to hear how it follows a firm's instructions, then request a free trial.
Virtual Receptionist or Answering Service: Compare the Tasks
Choose by the work you need done: taking messages, gathering intake information or booking consultations. Our AI receptionist handles those tasks using your firm's instructions and identifies itself as a virtual assistant.
- Message takingCollect caller details and a clear reason for the callback.
- Intake questionsRequest parties' names before gathering the limited facts your firm needs.
- Consult bookingOffer appointments through Google Calendar when your firm chooses that option.
Read more
A law firm virtual receptionist should have a defined role in your front desk workflow. If you need names and callback details, set a short message script. If new inquiries need an initial intake, provide the questions your staff would otherwise ask before arranging attorney review.
A staffed front desk can also handle visitors, documents and office tasks beyond a phone conversation. Our role is the forwarded call: greeting the caller, following your instructions and sending a usable record to your team. Compare those tasks with your actual workload, then try a fictional intake through our browser conversation demo.
Route Inquiries by Attorney and Practice Area
Your receptionist uses your practice areas and urgency instructions to guide the next step. Routine inquiries become messages or consult bookings; urgent matters can reach your designated on-call attorney.
- Practice areaEstablish the inquiry type using the services your firm has supplied.
- Attorney requestedNote the named attorney so staff can direct the follow-up.
- Urgent contactAttempt a warm transfer or page using your chosen contact order.
Read more
Routing starts with the caller's purpose and the instructions you provide. An existing client asking for a particular attorney needs a clear message for that attorney. A new inquiry needs parties' names first, then the limited information your firm requests for the relevant practice area.
An attorney virtual receptionist does not decide whether the firm can accept a matter. Your team reviews conflicts and determines representation. For an urgent matter, the AI can attempt a warm transfer to your on-call person, who hears a short summary and presses a key to accept. Routine requests stay in the message or consultation workflow you chose.
Schedule Consultations and Capture Callback Requests
Your receptionist can book consultations into Google Calendar or collect details for your staff to call back. You choose which approach fits the firm's intake review process.
- Consultation bookingUse Google Calendar when the firm wants callers to arrange appointments.
- Callback detailsCapture the caller's number and purpose when staff should arrange contact.
- Attorney reviewLeave case assessment and representation decisions with the firm's legal team.
Read more
Consultation scheduling gives the caller a practical next step without assessing their legal position. You tell us which services your firm handles and whether the receptionist should book into Google Calendar or take a message. If your staff must review names before offering a consultation, choose the callback approach.
A lawyer virtual receptionist can also keep a routine scheduling call focused. It gathers the information needed to arrange contact and leaves substantive questions for an attorney. Fees are quoted only when your firm has supplied them. Explore consultation scheduling options before choosing the workflow your staff will supervise.
Greet Callers in Your Firm's Name
Your receptionist answers as your firm while stating that it is a virtual assistant and that the call is recorded. The greeting also explains that calling does not create an attorney-client relationship.
- Firm identityBegin with your business name so callers know whom they reached.
- Clear disclosureState the virtual-assistant role and recording notice in the opening greeting.
- Limited intakeAsk for parties' names before inviting the firm's requested intake details.
Read more
A professional greeting tells callers who has answered and what the conversation can accomplish. During onboarding, we learn your firm's name, services, hours and intake instructions. The receptionist answers using that information, with the required virtual-assistant and recording disclosures at the start.
The call does not create an attorney-client relationship, and the receptionist says so plainly. Someone asking whether they have a case is told that an attorney will review the information and get back to them. Someone seeking a consultation is guided toward booking or a callback request. Hear that distinction in a test call before forwarding your office number.
Give Staff a Summary and a Clear Next Step
Your staff receives an email and app push notification for each call, including a summary and urgency tag. The dashboard provides transcripts and recordings for review under your recording settings.
- Call summaryReview the caller's request before deciding who should handle the response.
- Urgency tagSee which conversations were flagged using the firm's own urgency instructions.
- Daily digestReview the day's calls together in the digest sent by email.
Read more
A useful handoff gives staff enough context to act without treating the summary as an attorney's assessment. Your team receives call summaries and urgency tags by email and app push. Transcripts and available recordings let staff check the caller's wording when reviewing a request.
Your dashboard brings calls, usage and settings into the same place. A daily digest email helps the office review what came in across the day. Staff can enter the relevant details into the firm's own records; direct practice-management connections are not live. Keep attorney review in the process, particularly when a caller mentions an unfamiliar party or asks a substantive legal question.
Use Your Receptionist Through a Busy Office Day
Your receptionist can take forwarded calls while staff handle visitors, meetings and other office work. Choose all-call forwarding or coverage only when your line is busy or unanswered.
- Morning inquiriesGather names and contact details while staff prepare for scheduled meetings.
- Midday coverageAnswer forwarded calls when the office line is busy or unanswered.
- Afternoon reviewUse summaries to assign callbacks and check which callers requested consultations.
Read more
Consider a fictional office day with consultation requests, existing clients and calls outside the firm's practice areas. During a meeting, your receptionist takes a new caller's names and requested intake details. Later, it records an existing client's message without offering an update on the merits of their matter.
You choose how calls reach the service, so daytime coverage can support your staff's normal routine. Setup includes an onboarding chat, a forwarding guide and a test call. Change instructions by telling the AI in plain words when office arrangements change. The setup walkthrough explains the steps from initial instructions to forwarding your number.
Questions
Does the virtual receptionist run our conflict check?
It collects parties' names before asking for matter details, following the questions your firm supplies. Your team performs the conflict review and decides what happens next. Collecting names is an intake step, not a determination that your firm can represent the caller.
Can it answer callers who ask for legal advice?
It declines to give legal advice, assess a case or answer questions about legal deadlines. It explains that an attorney will review the information and get back to the caller. Your firm chooses whether the next step is a consultation booking or a message.
Will callers know they are speaking with AI?
Yes. The opening greeting identifies the receptionist as a virtual assistant and includes a recording notice. It answers in your firm's name without concealing that role. It also tells callers that the conversation does not create an attorney-client relationship.
Can I keep my firm's current phone number?
Yes. You forward calls from your existing number to the service using the guide for your carrier or phone system. Choose all calls, unanswered calls, busy calls or after-hours coverage. A test call lets you check the setup before it goes live.
Can the receptionist book consultations in Spanish?
The receptionist speaks English and Spanish, and callers can change language during a call. It can book appointments into Google Calendar when your firm chooses booking. If staff need to review intake first, it takes details for a callback instead.
How can we try it before forwarding office calls?
Start with the browser demo, which uses fictional legal intake scenarios and needs no signup. Request a 14-day free trial, which allows up to 100 minutes. Setup uses an email sign-in link and onboarding chat; a card is required before call forwarding goes live.
Try Your Firm's Front-Desk Conversation
Try a fictional consultation request in the browser demo. Then request a free trial to give your receptionist the instructions your office needs.
Hear a sample intake Request a trial
Free trial on request: 14 days, up to 100 minutes