Law Firm Answering Service for New-Client Intake

Give your team a useful intake message

Your receptionist asks for the caller's name, callback number and broad reason for contacting your firm. You decide which practice areas it describes and which intake questions it uses. Keep initial questions focused on what your team needs to return the call, rather than asking callers to tell their whole story.

The receptionist shares the office hours, services and appointment policy you provide. It collects information for your team's review; it does not give legal advice, assess a claim or promise representation. You can have it book appointments into Google Calendar or take a message for a callback.

Set the handoff for time-sensitive messages

Your firm chooses what counts as urgent and who should receive those calls. A warm transfer gives that person a short summary before they accept, or you can choose a page. Email and app push alerts include the conversation summary, urgency tag, transcript and recording.

The opening greeting discloses the virtual assistant and call recording. Forward calls during consultations, after hours or whenever the office cannot answer. Hear a sample new-client conversation without using real case details, then request a free trial for your firm to test intake with your own instructions. We email your sign-in link when your trial is ready. Review the resulting messages and adjust your questions through the onboarding chat and dashboard settings.