Industries

AI reception for law firms and conveyancers.

A missed call to a law firm is rarely just a missed call. It is a settlement question with a date on it, a new matter that goes to the firm down the road, or someone you should not have spoken to at all.

The shape of it

The conflict check is the reason to answer carefully.

A firm cannot take instructions, or sometimes even detail, from someone who turns out to be on the other side of an existing matter. A receptionist that captures the caller's name and the other party's name before anything else lets you run a conflict check before a person calls back. Done properly this is not a delay, it is the correct order of operations, and callers accept it without complaint when it is explained.

Callers

Who is actually ringing.

A settlement or a date

Conveyancing calls with a clock on them. The property, the matter reference and the date get captured and escalated, because a settlement question at four in the afternoon is not a tomorrow problem.

A new matter enquiry

Captures the matter type, the other party's name for the conflict check, and the key dates — without taking instructions or offering a view.

An existing client chasing progress

Routed to the person running the file, with the matter reference attached.

Another firm, or the other side

Recognised as different, captured with names, and escalated rather than engaged. This is the call where saying nothing is the correct answer.

Escalation

Dates are the escalation trigger.

In most firms: a settlement today or tomorrow, a court date, a cooling-off period about to expire, and anything from a court registry. Those escalate on your rules straight away, with the date captured as a date so it is visible rather than buried in a paragraph. Everything else arrives as a written summary.

Limits

What it will never do here.

The general limits apply everywhere. These are the ones specific to your work.

Give legal advice

Any of it. Not general information about a process, not "usually what happens is". It captures the question.

Take instructions

Instructions come to a person. The AI captures that instructions are waiting.

Confirm settlement figures or matter detail

It will not read a number back to a caller, and it will not confirm the status of a matter.

Engage with the other side

It takes names and hands over. Nothing else.

After the call

What lands in your inbox.

  • Caller name and contact
  • Matter type, and the other party's name for a conflict check
  • Any date mentioned, captured as a date
  • Existing matter reference where given
  • The full transcript, in the caller's own words

Sent the moment the call ends, to whoever should get it. If it could not answer something, that is reported too, so the gap gets closed.

Questions

hello247 for law firms and conveyancers

Does capturing the other party's name create a problem?

The opposite — it is what lets you run the conflict check before a solicitor rings back. What creates the problem is a lawyer returning a call cold and being three minutes into a conversation before anyone realises.

Can it take instructions from an existing client?

No, deliberately. It records that a client called and what they want to discuss, and gets that to the person on the file. Instructions belong to a person.

What about privilege and confidentiality?

It does not confirm or discuss matter detail with anyone. Transcripts are stored in Australia and held under the retention rules on our security page, and access is limited to what running your service requires.

By invitation

Set up around how you actually work.

Tell us how your calls come in and what must never be said, and we’ll show you how it would answer.