AI Answering Service for Legal
Capture the matter type, jurisdiction, stated dates, contact details, and consultation request without drifting into advice. Conflicts and engagement stay with the firm.
- Matter intake
- Stated deadlines
- Consultation requests
- Firm follow-up
Example call notes
Ready for the team
- Intent
- new case inquiry
- Priority
- Standard
- Next step
- Send matter notes to the firm
Start with the calls your team hears every week
Each playbook keeps the route-specific questions, next step, and human boundary in view.
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After-hours answering
After-hoursCapture after-hours intake, collect key details, and route urgent deadlines to the right person with context.
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Personal injury
PlaybookCapture PI leads, key incident details, and urgency so you can call back prepared.
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Family law
PlaybookCollect family-law matter, jurisdiction, date, and consultation-request details for the attorney.
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Immigration
PlaybookCapture the immigration matter, agency or court, key dates, and contact details for the firm.
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Criminal defense
PlaybookCapture arrest or court details and use the criminal defense firm's urgent path.
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Estate planning
PlaybookGather basic document, jurisdiction, and consultation-request details for estate-planning staff.
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Intake and lead qualification
PlaybookAsk approved matter, jurisdiction, date, and contact questions, then send the firm useful call notes.
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Consultation scheduling
PlaybookCapture requested consultation times and essential matter details for the firm.
Useful call handling for Legal
Back to top ↑Let the caller explain the matter once. Capture the stated facts and dates without giving advice or deciding whether the firm can help.
Records stated facts without interpreting them.
Leaves conflicts, qualification, and engagement decisions to the firm.
Separates new matters, current-client calls, and stated deadlines.
Records contact details, matter type, jurisdiction, and dates as stated.
Questions worth asking
Back to top ↑Record the caller’s words and stated dates. Leave advice and decisions to the firm.
- 1
What name and number should the firm use for follow-up?
- 2
What type of matter and jurisdiction are involved?
- 3
Is there a court, filing, custody, or agency date the firm should know about?
- 4
What happened, and what would you like the team to do next?
After the caller hangs up
Back to top ↑The firm receives the call notes and requested next step.
Call notes keep the contact, matter, jurisdiction, and stated dates together.
The requested next step goes to the firm.
The firm owns conflicts, qualification, deadlines, engagement, and representation.
Where the useful details can go
Back to top ↑Put the useful details from matter calls in the tools your team already uses. Set up and test each connection first.
Slack
Send the call summary or captured lead to one channel.
See Slack details →
Google Calendar
Create a Calendar event only when the call includes an appointment request and captured time.
See Google Calendar details →
HubSpot
Send the available lead and caller details to HubSpot.
See HubSpot details →
Zapier / Make
Start a Zap or Make scenario with the call or lead details.
See Zapier / Make details →
Webhooks
Send the selected call or lead event to your public HTTPS endpoint.
See Webhooks details →
Want examples? Explore integrations →
Where people stay in control
Back to top ↑What stays with your team
- AnswerCheap does not give legal advice or decide whether a caller or matter qualifies.
- The firm owns conflict checks, deadlines, engagement, and representation decisions.
- Record dates as the caller states them. The firm decides what they mean.
- Finish setup and make a real test call before sending callers here.
Questions owners ask
Back to top ↑What happens when a call does not fit the script?+
Send it to the firm or use the message and callback fallback set during setup.
Does it give legal advice or clear conflicts?+
No. The firm owns advice, conflicts, qualification, deadlines, engagement, and representation.
Does completing intake create an attorney-client relationship?+
No. The firm decides whether to consult, engage, or represent the caller.
Can I control what it says?+
Yes. You choose the script, hours, questions, and fallback, then test them with realistic calls.
Explore more industries
Back to top ↑See how the questions and human boundaries change across other industries.
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Put this playbook to work
Set the questions, hours, and next step your team needs.
Want the numbers? See pricing →