Intake for law firms

Every enquiry is written down and checked.

$149 per month for 100 enquiries · $1.49 beyond the bundle.

Get a quote

Who answers when a client rings to ask about their case?

The receptionist, for whom that is the hundredth such question today. Or nobody: the phone rings while you are in a hearing. And on the same line at that moment there is a new enquiry — someone choosing a lawyer right now, who will ring the next one a minute later.

The case question gets an answer straight away

The agent answers around the clock and tells the two callers apart at once: to your client it gives the case status, once it has checked that it really is them; to a new caller it asks your questions and books a consultation.

It checks every enquiry against your conflict-of-interest list and, by your firm's criteria, screens out the matters you do not take. What lands in Clio or MyCase is a record with a transcript, not a line saying "a client called".

A night-time enquiry you read in full in the morning: name, phone, the substance of the matter and what the person was promised.

What every package includes

  • included: Answering on your existing number, around the clock
  • included: A check that it is your client calling, and the case status
  • included: Questions for a new client, by your firm's criteria
  • included: A conflict-of-interest check on every enquiry
  • included: A booked consultation and a record in Clio or MyCase
  • included: A transcript of every enquiry in the record
  • included: Spam and hang-ups: you do not pay for those calls
  • included: Bilingual answering: English and Spanish
  • paid to the vendor: Carrier minutes — at the carrier's bill

Your price

100 enquiries a month

$149 a month

A firm of a few people

What the tier includes

  • included: Everything listed above — for 100 enquiries a month

300 enquiries a month

$399 a month

Advertising, several offices and practice areas

What the tier includes

  • included: Everything listed above — for 300 enquiries a month

Extras

  • not included: Enquiries beyond the package$1.49 per enquiry
  • not included: Pay per minute rather than per enquiryfrom $135 per month
  • not included: We will link it to your second system$179 a month
  • not included: A link to a closed case management systemon quote
  • not included: A consultation booked into a shared calendar$399 a month
  • not included: A call back on a website enquiry within 60 seconds$149 a month
  • not included: One answering desk for several offices$269 per location
  • not included: A bespoke agent for a large firmfrom $27,000 a year

Questions

The agent will not give legal advice, will it?

No. It gathers the facts and books a consultation; to "what should I do" it answers that a lawyer decides that, and sets a meeting. You draw the line in the script, and it does not move during the call.

How will it know it is our client calling and not a stranger?

By your set of questions: phone number, case number, date of birth — you decide which ones to ask. If they do not match, the agent will not give the case status at all and transfers the call to a member of staff.

What counts as an enquiry?

A conversation carried through to its point: a new matter, a status, a booked consultation. Spam, robocalls and a hang-up in the first second do not count at all — you do not pay for them and they never reach your summary.

We have a receptionist. Is this instead of her?

No. The agent takes the night, the weekend, the second line and the repeated status question — the things that eat up her day. During working hours it hands the call to her under your rule.

Where to send the quote

Tell us how many enquiries you take a month and which system you keep your cases in — we will send a quote by email.

When to start
Which system do you keep your cases in