A potential client who reaches voicemail often calls the next firm. Our AI receptionist answers every call, gathers the intake details your team needs, including names for a conflict check, and routes the rest to the right person. It never gives legal advice.
Calls It Handles
Consistent intake means fewer missed details and faster conflict checks.
Captures the practice area, a short description of the matter, and how they heard about you.
Records the names of other parties involved so you can run a check before the consultation.
Court dates and deadlines the caller mentions are flagged for quick attention.
Sends a booking link once intake is complete, following your process.
Takes a message and routes it to the right attorney or paralegal.
Routes calls from courts, opposing counsel, and vendors, or takes a detailed message.
Intake
The details your team would ask for, captured the same way every time.
Try It Yourself
Our own phone number is answered by Liz, the AI receptionist we built and run for The Sunny Digital Company. Ask her what we do, ask how it would work for law firms, or have her set up a time to talk with us. It's the same system we build for clients.
Built Carefully
It's built to know what it shouldn't handle on its own.
It tells callers it can't advise on their situation and that someone from the firm will follow up.
It doesn't say the firm will take a case, and it can give your standard disclaimer that the call doesn't create an attorney-client relationship.
It asks for basic facts only and saves sensitive details for the attorney.
If a caller asks who they're speaking with, it tells them it's an AI assistant, and it passes callers to you when a person is needed.
Connects to Your Tools
It connects to the tools you already use. If your software has an API or works with Zapier or n8n, such as Clio, MyCase, or Lawmatics, we can usually log calls and bookings straight into it. We confirm exactly what's possible for your setup during the free audit.
How It Works
Every receptionist is built around how your business actually handles calls.
We start with a free Revenue Leak Audit to learn what callers ask, which calls you miss, and what should happen after every call.
We design the voice and conversation, load your business knowledge, and connect it to your calendar, CRM, and email.
We place test calls through every path, including bookings, messages, and returning callers, and fix anything that sounds off before launch.
Your line goes live. We review calls, tighten answers, and keep improving it as your business changes.
Questions
No. It tells callers it can't advise on their situation and that someone from the firm will follow up.
Yes. It can ask different questions depending on the practice area, so each intake fits the matter.
Yes. It records the names of other parties involved so your team can run a conflict check before the consultation.
It asks for basic facts only and leaves sensitive details for the attorney. We also review where call data is stored with you before launch.
It depends on your call volume, what the receptionist needs to handle, and which tools it connects to, so every build is scoped individually. A free Revenue Leak Audit is the fastest way to get a clear quote for your business.
Get Started
Book a free 30-minute Revenue Leak Audit. We'll look at where intake calls slip through and show you what an AI receptionist would handle for your firm. No pitch, no obligation.
jimmyfrank@sunnydigitalcompany.com