AI receptionist
AI receptionist for law firms, accountants, and advisers
Answers every enquiry, takes structured new client details, books consultations, and never gives advice, keeping your fee earners on billable work.
- Fixed build price
- Prototype in days
- You own it
For a professional firm, every unanswered call may be a new instruction. People looking for a solicitor or an accountant often ring several firms in a row and go with the first one that answers and takes them seriously.
An AI receptionist answers every call, works out what kind of matter it is, takes the details your team needs to assess it, and books a consultation or passes it to the right fee earner. It does not give advice, and it is designed so it cannot be talked into doing so.
Calls it handles
What the agent does on the phone
New enquiry intake
Identifies the area of work, takes the caller's details and a short summary of the matter, and records it in your case management system or inbox.
Consultation booking
Books initial consultations into the right person's diary, by practice area and availability, and confirms by email.
Routing existing clients
Recognises existing clients asking for their contact and puts them through, or takes a message with the matter reference.
Fees and process questions
Explains how your fees work and what a first meeting involves, from information you approve, so enquirers arrive informed.
Out-of-hours enquiries
Captures evening and weekend enquiries in full, with urgent matters flagged for first thing the next working day or to an on-call contact if you have one.
Never advice
Requests for an opinion on a legal, tax, or financial question are politely declined and turned into a consultation booking.
In detail
Doing it properly
Intake, not advice
The line between taking details and advising is the most important design decision for a professional firm. The agent asks factual intake questions and records answers. It does not interpret the caller's situation, predict outcomes, or suggest what to do, and we test that boundary with deliberately leading questions before launch.
Confidentiality and data
Callers share sensitive personal information on the first call. Recordings and transcripts are personal data under UK GDPR, and often include special category data, so they are kept for a short, defined period, stored with providers whose terms prohibit training on your data, and accessible only to the people who need them. Your professional body's rules on confidentiality still apply, and we work through them with your compliance lead.
Checks before you take a matter on
The agent can collect the information your team needs for conflict checks and client identification, such as the names of the other parties involved, but it does not decide whether you can act. That decision stays with your firm.
FAQ
Law firms and professional services questions
Will the AI receptionist give legal or financial advice?
No. It is built to take factual details and book consultations, and to decline any request for an opinion. We test that boundary with leading questions before launch.
Can it collect details for conflict checks?
Yes. It can ask for the names of other parties and other details you specify, and record them for your team. The decision on whether you can act stays with the firm.
Can it connect to our case management system?
If your system offers an API for enquiries or diary entries, yes. Otherwise it sends structured enquiry summaries to the right inbox. We check your specific system first.
How is client confidentiality protected?
Short retention for recordings and transcripts, providers that do not train on your data, restricted access, and a clear notice to callers. Your firm remains the data controller, and we work through your confidentiality obligations with your compliance lead.
Next step
Stop missing calls
Tell us how many calls you get, when you miss them, and which systems you use. You get a written plan, a fixed build price, and an estimated monthly running cost before anything is built.
Usually within one working day