AI phone assistant for law firms and professional services

A potential client who reaches voicemail often calls the next firm on the list. Your AI assistant answers every call, runs the same intake questions every time, and never gives legal or financial advice.

The numbers for law firms and professional services

Demand is growing, and customers expect a fast answer. Here's what the research shows.

Missed calls

0%

Most firms don't pick up

In secret-shopper tests, only 40% of law firms answered the phone, down from 56% in 2019.

Source: Clio Legal Trends Report, 2024

Growing demand

0%

Professional services keep growing

Accountant and auditor jobs are projected to grow 5% from 2025 to 2035, faster than average.

Source: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, 2025–35 projections

Missed calls

0%

Miss the call, lose the customer.

82% of people say they'll call a competitor if you don't pick up. Fewer than half say they'd leave a voicemail.

Source: CallRail survey of 1,000 U.S. consumers, September 2025

Where calls slip through for law firms and professional services

Every missed call is a customer you already paid to reach. These are the moments it happens most.

New clients calling after hours

People often reach out in the evening, right after something happens.

Inconsistent intake

Different staff ask different questions, and key details get missed.

Current clients and new leads mixed together

Existing clients, opposing parties and new inquiries all hit the same line.

Busy seasons

Tax season and filing deadlines bring call spikes the office can't absorb.

How AI helps law firms and professional services

An assistant that sounds natural, knows your business and tells callers up front that it's AI.

Consistent intake every time

It asks the questions you choose in the same order, every call.

Routes current clients

Existing clients can be sent to their attorney, accountant or agent.

Never gives advice

It's set up to never give legal, tax or financial advice, only to collect details.

Captures the basics

Name, contact info and the general nature of the matter for your team to review.

Summaries for review

Every call is summarized so your team can decide on next steps quickly.

Answers after hours

Evening and weekend inquiries get a response instead of voicemail.

Built around how your calls really go

What it collects on every call

  • Name, number and email
  • New or existing client
  • General type of matter
  • How they heard about you
  • Best time to call back

Calls that go straight to you

  • Existing clients with time-sensitive matters
  • Referrals from other professionals
  • Calls you flag as high priority

More ways we help law firms and professional services

A professional website with clear practice-area pages helps clients find you, and simple tools can track intake from first call to engagement.

Common questions from law firms and professional services

Will it give legal or financial advice?

No. It's set up to never give advice. It collects basic details and gets them to your team.

What about confidentiality?

We set it up to collect only the general information needed for a callback, and we talk through your requirements before we build.

Can it handle conflict-check information?

It can collect the names you need for a conflict check as part of intake, so your team can run it before calling back.

Hear it for yourself

Call our own AI assistant and talk to it like one of your customers would. Then tell us what's slipping and we'll get back to you personally within one business day.