AI Receptionist for Law Firms

Answering service for law firms

Every potential client gets intake, not voicemail

An AI receptionist for law firms answers every call, runs intake on new matters and books the consultation. Someone calling after an accident at 10 p.m. talks to Brantheo’s AI Caller, not a voicemail box, and your intake team starts the morning with the details.

It asks your intake questions, screens out the practice areas you don’t take and routes existing clients to the right person, in English or Spanish. It never gives legal advice.

Request a 20-min strategy call or call us (407) 325-4647

The calls it handles

What a law firm’s phone rings for

Tap a tab or a card

  • 1New client

    A new potential client

    Runs your intake questions: what happened, when, where, who else was involved.

  • 2Conflicts

    Names for the conflict check

    Collects the names of the other parties so your team can run the conflict check before the consultation.

  • 3Referral

    A matter you don’t handle

    Politely says the firm doesn’t take that type of case and offers your referral line, if you have one.

  • 4Client file

    An existing client

    Takes the message for their attorney or paralegal and flags anything with a deadline.

  • 5After hours

    Calls after hours

    Accidents and arrests don’t wait for office hours. Intake starts on the first call.

  • 6Español

    Spanish-speaking callers

    Full intake in Spanish, with the summary written in English for your team.

How a call goes

Screen, collect, book, hand off

  1. Step 1

    Screens the matter

    New or existing client, and whether the case type is one your firm takes.

  2. Step 2

    Runs intake

    Your questions, in your order, plus the names for the conflict check.

  3. Step 3

    Books the consultation

    Offers the attorney’s open slots, or flags the lead for a callback if you prefer to review first.

  4. Step 4

    Sends the summary

    Intake summary and transcript go to your CRM and to whoever reviews new matters.

Where it stops

What it never does

It answers, runs intake and books the consultation. Four things stay with your attorneys.

INTAKE · MATTER #26-0418CHECKLIST01Answer the call02Screen the matter03Run intake04Book the consult05Legal adviceTEAM06RepresentationTEAM07Existing matterTEAM08FeesTEAM

Lines 05–08: four hand-offs, written on the intake form like any other line.

Call notesMatter #26-0418 · hand-offs
  • 05

    Give legal advice.

    It doesn’t say whether someone has a case, what it’s worth or what to do next.

  • 06

    Promise representation.

    It uses the disclaimer you approve, such as no attorney-client relationship being formed on the call.

  • 07

    Discuss an existing matter.

    Case status and strategy stay with the attorney. It takes the message.

  • 08

    Quote fees.

    Fee questions get your approved answer, like a free consultation, or go to your team.

Example call

What a law firm call would sound like

Illustrative example, not a client recording

Rivera Injury LawAI Caller · on the line01:04
  • AI CallerThank you for calling Rivera Injury Law. How can I help you tonight?
  • CallerI was rear-ended on the 417 this afternoon and my neck is killing me.
  • AI CallerI’m sorry to hear that. I can collect a few details for the attorney. Was a police report filed, and have you seen a doctor?
  • CallerYes to the report. I’m going to urgent care tomorrow.
  • AI CallerThank you. I can book a free consultation tomorrow at 11 a.m. or 2 p.m. Nothing we discuss tonight creates an attorney-client relationship. Which time works?
New matter · intakeIntake record created after the callIn your CRM
  • CallerPotential client, new matter
  • RequestFree consultation
  • ConflictsOther party’s name collected
  • ConsultationThu 2:00 pm · booked
  • SentSummary and transcript to intake

Intake team gets the summary with the date, location, police report, the other driver’s name for the conflict check and the booked time.

The same AI Caller already answers and calls back leads for these businesses:

  • AI Caller by phone

    Eagle Creek Soccer Academy · Orlando

    137 leads at $4.50 each

    Meta Lead Ads brought in parents, and a bilingual AI Caller phoned each one within minutes, switching between English and Spanish mid-call. 11.8% converted, over 40 days in 2026.

    Read the Eagle Creek case →
  • AI voice agent from the CRM

    ROV Supply · construction

    7,000 opportunities, 32% qualified

    An AI voice agent called straight from the CRM list, 1,000+ calls a month in 2026, with nobody dialing by hand. Then ROV asked us to pause: the team had to keep up with the jobs it brought in.

    Read the ROV Supply case →

Works with

Your CRM, your calendar, your number

Calls are logged in HubSpot or Zoho CRM, jobs and tasks land on ClickUp or monday.com boards, and bookings go through Cal.com. Follow-ups can go out on WhatsApp.

  • The call is logged

    Caller, reason and summary in your CRM

    • HubSpot
    • Zoho CRM

  • Tasks land on a board

    Anything that needs a person

    • ClickUp
    • monday.com

  • Booked and followed up

    The visit on the calendar, the follow-up on the phone

    • Cal.com
    • WhatsApp

Run Clio, MyCase or Lawmatics?We check the integration on the first call, before we promise anything.

FAQ

Questions law firms ask us

Will it give callers legal advice?

No. It runs intake and books consultations. Questions about the case go to an attorney, and it uses the disclaimer you approve.

Can it screen out cases we don’t take?

Yes. You tell it which practice areas and case types you handle. Everything else gets a polite no and your referral line, if you have one.

Does it connect to Clio, MyCase or Lawmatics?

We check your practice software on the first call before promising anything. Today our live integrations are HubSpot, Zoho CRM, ClickUp, monday.com and Cal.com.

Can it do intake in Spanish?

Yes. Full intake in Spanish or English, with the summary in English for your team.

How much does it cost?

It depends on your call volume, the languages you need and what it connects to. We quote it after a 20-minute call about how your calls work today.

Do I keep my phone number? How long until it’s live?

Yes, you keep your number: we forward your calls or port the number. Setup takes about a week, from script to live calls.

Something else on your mind? Call (407) 325-4647

Keep reading

Related pages

Booked · Thu 2:00 pm · consultation, called at 10:02 pm

Turn after-hours calls into booked consultations.

Request a 20-min strategy call or call (407) 325-4647