Questions firms ask before they buy

The agent answers on the first ring, states that the call may be recorded, and asks the caller what happened. It listens to the answer instead of reading a script at them.

It then checks the call against the criteria your firm set, takes the full intake, offers real openings from your calendar, and books the consultation. The record, the recording, the transcript, and a summary land in your system, and your team gets a text.

No. The firm keeps its number. Calls forward to the agent only when nobody picks up, or after hours, on whichever rule you set.

Your staff keeps answering exactly as they do now. If you later want every call answered by the agent first, full forwarding is available, but nothing requires it.

It says it does not know, and it does not guess. Questions about the merits of a claim, what a case is worth, or what the caller should do next go to a person instead of getting an answer from the agent.

During office hours it can transfer the caller to your line. After hours it takes the intake, books the consultation, and flags the question in the summary your team receives.

No. The agent takes information, it does not give it. It offers no opinion on fault, no estimate of case value, no fee percentages, and no view on whether a claim is worth bringing.

Nothing it says creates an attorney client relationship, and it tells callers that plainly when they ask.

Call audio goes from the phone network to the voice platform, then to a private server, then into your own case management system. No general purpose automation cloud sits in the middle.

Recordings are held in a private, encrypted, versioned bucket that is separated per client. Access is limited to the people who run the service for your firm. The security page sets out the whole path.

Clio, Filevine, Lawmatics, and SmartAdvocate. Each new matter arrives as structured fields, not as a note blob somebody has to re-key.

If your firm has no case management system yet, a lead database is provided so intakes still land somewhere you can search and export.

Most of the time goes on agreeing your qualifying criteria and your calendar rules, not on technical work. Plan on a short call to gather those, then a configuration and test period.

You approve a recorded test call before anything forwards to the agent. Going live is a change to your forwarding rules, and you can reverse it in minutes.

During office hours the agent transfers the call to the line your firm nominates, and it does that as soon as the caller asks rather than finishing the intake first.

After hours it says plainly that the office is closed, takes the intake, books the earliest consultation on the calendar, and marks the record so your team calls back first thing.

Yes. The agent reads live availability and offers the caller real openings, so the time it confirms is a time that exists.

The calendar event carries the case summary, so whoever takes the consultation has the intake in front of them before the caller picks up.

Price depends on two things: how many calls the agent handles in a month, and which case management system it writes into, because some take more work to integrate than others.

A short call establishes both. You get a quote after it, with the volume assumption written down so you can check it against your own phone records.

Yes to both. The recording disclosure is part of the greeting, it is spoken on every call, and it cannot be skipped or shortened.

A caller who objects can decline and ask for a callback, and the agent takes that request without pressing them.

The agent tells them the firm cannot take the matter and, where your firm has given it a referral list, points them somewhere else to try.

It never tells a caller that their claim is dead, out of time, or worth nothing. Those are legal conclusions and the agent does not draw them.