Receptionist AI for lawyers: calls and appointments without interrupting your work legal
Answer calls, organizes first query, identifies the basic area of the subject, and refer them to the office, it requires professional judgment. Without legal advice, no assessment of the case and without asking for details-sensitive phone.
Administrative attention configurable for your office. Known Intelligent Voice.
- Subject
- Initial consultation
- Type
- Face-to-face or video call
- Date
- Next availability
- State
- Confirmed
The phone did not stop ringing when least you can see you
A firm combine meetings, views, calls, documentation, and the work of concentration. The reception telephone should not be breaking that rhythm or leave potential customers with no response.
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01
Meetings and court
The call comes when the lawyer is with a client, in a meeting or out of the office.
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02
Queries repetitive
Hours, location, areas of practice, or how it works the first query is time-consuming reception.
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03
Out of hours
An interested person called when the office is closed and you can finish by contacting with another firm.
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04
First query without sorting
The computer receives incomplete data, or unstructured and has to call back to know who to assign the contact.
More order in the reception, without converting the AI in an attorney
Automates tasks of input and coordination while maintaining clear boundaries: the artificial intelligence attends and organizes; the legal criterion are still human.
Area of the issue
Identifies basic form if the query is labour, civil, criminal, commercial, family, immigration, or other defined category.
Quotations organized
Agenda or you modify or cancel queries when the agenda is attached and the rules of the office, it is allowed.
Constant attention
Receive a call while the computer is busy and pick up what is necessary to continue the contact.
Approved information
Answers frequently asked questions about schedules, location, practice areas or overall functioning of a first consultation.
Derivation of human
Scale matters that require legal criterion, urgency, sensitivity or confidentiality reinforced.
Out of hours
Registers applications and potential customers when the office is closed so that the computer can retomarlos.
Three layers so that each call to arrive better prepared
Dating and first consultations
- First query
- Face-to-face or video call
- To change or cancel
- Confirmation of the appointment
Information and qualification
- Basic data of contact
- General area of the issue
- Hours and location
- Information approved for the office
Continuity and derivation
- Prevents details-sensitive
- Detects the need of human
- Drift emergency
- Registers the minimum contact
Of the incoming call to a query list to manage
The flow is configured according to the rules of the firm and the capabilities of the connected system.
Enters the call
The receptionist AI responds with the tone and identity set.
Understand the intent
Distinguishes whether the person wants information, an appointment or need to be derived.
Collects the minimum
Asks for basic data and the general area, without asking for a detailed account of the case.
Consultation agenda
If there is integration, proposes options available according to the rules defined.
Confirms and reminds
You can send confirmations or reminders for the configured channels and with the consent applicable.
Register or drift
Leave the contact ready or what scale to the lawyer when it requires human intervention.
Designed for the moments in which the reception more pressure supports
Meetings and court
Absorbs a call while the computer is unable to interrupt your work.
Rush hour
Help to sort concurrent queries and questions from recurring.
Out of hours
Collects applications that do not depend on a voice mailbox.
Peaks of new items
Collects data on minimum and the general area before you assign it to the contact.
International customers
The multilingual staff can be configured according to the project.
Reminders
You can support meeting confirmations, quotations or view not include sensitive data unnecessary.
An administrative call, clear and defined limits
The goal is to understand what needs the person to organize the next action, not to analyze legally your situation.
In progress
What has grasped the AI
- Intention
- Apply for first consultation
- Area of the issue
- Labour
- Type of appointment
- Face-to-face
- Contact
- Basic data
The result of the call
- ✓ Appointment booked
- ✓ Contact information structured
- ✓ Recording / transcription according to applicable legal requirements
The configuration must define consent, treatment of data, and limits of information. With sensitive issues, urgent or you require legal criterion, the IA drift to the team.
A layer of reception adaptable to different types of practice
The receptionist replies with information that is defined by the office
The IA does not improvise legal criterion: it works on rules, contents and limits previously configured.
Connects the reception with your flows, provided that the system allows
The integrations are raised via API or webhook and should be validated on a case by case according to the technical capabilities of the agenda, CRM or internal system.
POST /quotes → webhook → responseCRM or agenda of the firm
Registration or query of availability when the system is connected offers the necessary functions.
Contact tab and matter
Basic data, area general and administrative notes without tipping over details-sensitive unnecessary.
Reminders multichannel
SMS, email or WhatsApp depending on the configuration, the consent and the applicable requirements.
Webhooks and referrals
Notices to the computer or transfer when a call needs human intervention.
Less operational noise, more capacity to respond to what you need to criteria
Three ways to manage a call when the office can't provide for her
| Model | What you can do | Limitation |
|---|---|---|
| Voice mail / mailbox | Pick up a message to review it after. | Don't talk, don't organize any appointments or structure the information. |
| Secretariat / reception manual | Attends to, interprets the administrative context and drift with criterion human. | Dependent on availability, schedule and simultaneous capacity of the computer. |
| Receptionist IA | Attends repetitive administrative tasks, agenda, if there is integration and derived according to the rules. | You must not offer legal criterion or substitute the decision of the team. |
Set up a reception organized calls without encroaching on the legal ground
We review with you schedules, rules quotes, permitted information, referral criteria and technical integration.
Receptionist AI for lawyers: doubts usual
Is a solution of call, management may answer calls, provide information previously approved, manage appointments when there is an agenda attached, to collect basic data of contact and the general area of the subject, and lead the team when the query requires legal criterion, urgency or confidentiality reinforced.
Yes, when the agenda or the system of appointments of the office is connected and the configuration allows it. You can propose times available, register for a consultation face-to-face or by video call and send a confirmation to the set channel.
You can do this if the connected system allows that operation and have defined the necessary rules. The concrete integration must be validated according the calendar or CRM used by the firm.
Yes, in a basic way, and administrative. You can identify general categories such as labour, civil, criminal, commercial, family, immigration, or administrative, together with the contact data without entering into the merits of the case or to make a legal assessment.
No. The receptionist AI does not interpret the law, does not offer a legal opinion, does not indicate strategies and timelines legal and does not promise any results. Its function is administrative: collects the minimum information necessary, and refer them to the attorney or to the office when it's required legal criteria.
The configuration should be designed to collect only the basic data and avoid details, sensitive to the case over the phone. The treatment streams of data, consent, recording or transcript must be adapted to the legal requirements applicable to the RGPD when appropriate, and the internal policies of the firm. The sensitive issues or of confidentiality reinforced to be transferred to a person.
The AI must be configured to not appreciate the urgency from a legal point of view and to derive immediately the call or notice at the team when it detects a sensitive situation, urgent or requires professional judgment.
Yes. You can collect requests, contact information and the general reason of the query when the office is closed, apply the rules defined and leave the information ready for review or referral.
Yes, if the configuration of telephony and flows of the firm, to allow the transfer. You can also register the contact and generate a referral when it is not possible to transfer at that time.
Can be integrated via the API or webhooks with certain systems, but each integration should be validated according to the technical capabilities of CRM, calendar, or software used by the firm.
Yes, depending on configuration and consent, can be sent confirmations or reminders by SMS, email or WhatsApp. The content should be limited to administrative information, and to avoid including sensitive data unnecessary.
The multilingual staff is configurable. The available languages, the level of naturalness and flows concrete should be validated in the project settings.
No. It is intended as a support to the team to absorb repetitive tasks reception and organization. Does not replace the criterion of a secretary, receptionist or legal professional, and must lead to issues that require human intervention.
You can request a proposal adapted to the volume of calls, the times, the languages, the integrations, and the level of configuration needed. The team SMS.es can guide you on the most appropriate approach.
You can apply for it from the form on this page or contact with SMS.es. The demo allows you to check the flow of attention, the collection of data, the management of appointments and rules of derivation, before raising an integration.
Tell us how treats today your office
We are able to raise a demo focused on calls, first consultations, agenda, general information and rules of derivation. The integrations are validated according to the system that you use.
