PraxisFlow

The Receptionist

An AI receptionist for law firms that answers, day and night.

Answers your phone line around the clock, books consultations and puts a person on the line when one is needed.

Book a discovery callRead its terms

Every call, handled one of two ways

A new caller

  1. 01Answers, at any hour
  2. 02Asks the qualifying questions your firm would ask
  3. 03Creates the lead in your CRM
  4. 04Checks the calendar and books the consultation

An existing client

  1. 01Answers, at any hour
  2. 02Recognizes the client and looks up their matter
  3. 03Reschedules or cancels an appointment if asked
  4. 04Passes anything else to your staff

On either path, the call goes to your staff the moment the caller asks for a person or the call needs one.

Its terms

Offered on its own, or alongside the Intake Coordinator for firms that also take inquiries on WhatsApp and website chat.

The Intake Coordinator

Schedule 3

Receptionist

Answers your phone line around the clock, books consultations and puts a person on the line when one is needed.

Duties
  1. (a)Qualifies new callers and creates the lead
  2. (b)Recognizes existing clients and looks up their matter
  3. (c)Checks availability, then books, reschedules or cancels consultations
Shall not
Gives legal advice or tells a caller how their case will go.
Hand-off
Transfers the call to your staff when the caller asks or the call needs a person.
Works in
Your phone line, calendar and CRM. Works alone or alongside the Intake Coordinator.

Terms that apply to every role

Every role, every time

  • No legal advice.
  • No signing or filing.
  • No contact with courts or opposing counsel.
  • No moving money.
  • No deleting records.

Every role hands off when someone asks for a person, when it isn't sure, and on sensitive topics: complaints, fee disputes and emergencies.

How an engagement works

  1. Step 1

    Onboarding

    A short form and a call to learn your rules, your tools and the wording you approve.

  2. Step 2

    Build and test

    We build the role in your private environment and run it through scripted test conversations.

  3. Step 3

    Shadow mode

    It drafts, your staff approve. Nothing goes out on its own until you're satisfied.

  4. Step 4

    Live, and maintained

    We maintain it, fix it if anything fails and keep it running as your tools change.

Questions about AI receptionists

Meet the rest of the staff

An AI agent that answers the firm's phone line. It qualifies new callers, recognizes existing clients, checks availability, books, reschedules or cancels consultations, and transfers the call to a person when one is needed.

Yes. It transfers the call to your staff when the caller asks for a person, when it isn't sure, and on sensitive topics such as complaints, fee disputes and emergencies.

Yes. It recognizes existing clients and looks up their matter in your CRM, so a client calling about an appointment doesn't go through new-client questions.

No. It never gives legal advice or tells a caller how their case will go. It offers a consultation with an attorney instead.

No. The Receptionist works on its own. Firms that also take inquiries on WhatsApp or website chat can add the Intake Coordinator, and the two share the same rules and CRM.

Start with a Receptionist.

One call to learn how your firm answers the phone. No commitment.

Book a discovery callWrite to us instead