Increase customer satisfaction
Your callers are helped by name and reach the right advisor.
AI Communication Colleague for Law firms & tax advisors
An AI Assistant for your law or tax firm.
In a law firm the AI phone assistant answers while the professionals are with clients: it takes the new enquiry with the matter and the deadline, and books the first consultation. An existing client goes to the right person with context.
Challenges and solutions
Why people call you, and how your AI assistant supports your team.
The AI assistant is configured around your business and your industry. These are the calls it will handle the most.
New client calls for a first consultation
A dispute, a contract, a tax return. They want to know if you can help and when they can come in.
Takes the enquiry and books the consultation
The matter in the caller's words, the other party for the conflict check, the deadline. Then a slot in the advisor's calendar, with what to bring and a confirmation by e-mail.
Client calls for their advisor
A question for their advisor, a document to send, a deadline to confirm.
Routes existing clients
To their advisor or the assistant, with the question written down if nobody is free.
Court or authority calls about a date
A hearing date, a filing deadline, a reference number. They read it out once and expect it to reach the advisor on the matter.
Takes the date and passes it on
The date, the reference and what has to be filed, read back on the call and with the advisor on the matter at once.
Client calls for a practical answer
Opening hours, what a first consultation costs, which documents to bring, where to park.
Answers the practical questions
Opening hours, fees you publish, documents, parking, from what you gave it.
What it brings you
How your business benefits from your AI assistant.
It takes the intake calls and the practical questions from your office. It makes your employees focus on what really matters. It helps you to offer service even outside your office hours. It often makes processes faster and more efficient. It brings your company into the world of AI, where it brings real value for you, your business partners, your teams, and your clients.
Improve employee morale
Your advisors stay with the file they are working on. The AI assistant answers the switchboard.
Boost commercial performance
The AI assistant takes the new enquiry and books the first consultation before the caller rings another firm.
Streamline your operations
It puts clients through to their own advisor and writes down every court and authority date.
Questions
What people ask about the assistant in law firms & tax advisors.
Does it give legal or tax advice?
No. It takes the enquiry, books the consultation and answers practical questions. It gives no legal or tax advice. If a caller asks what to do in their case, it says an advisor will ring back. It writes down the facts and flags any deadline it heard, so the call-back happens in time.
How does it handle the conflict check?
It asks a new caller for the other party's name and the matter, as your intake form would, and writes both into the enquiry before an appointment is confirmed as provisional. Your team runs the conflict check as usual; the assistant never confirms representation.
What about client confidentiality?
Calls are processed on EU servers, the firm decides what is recorded and for how long, and the assistant collects only what an intake needs. A data processing agreement is part of the contract. Where professional secrecy rules apply to the content of calls, the firm configures what the assistant may write down.
Can it route to the right advisor?
Yes. By matter, by client and by the rules you set: a family law question to one partner, payroll to the accountancy desk, an existing client to their advisor. If nobody is free, the question is written down and the client is told when to expect the call-back.
How do callers know it is an AI?
The AI assistant can say it is an AI at the start of every call. The firm writes that line in its own agent prompt. Callers can ask for a person at any point. Clients use it because the enquiry is taken accurately and the consultation is booked in one call.
Your AI Communication Colleague, ready for your intake.
Get in touch with our Customer Engagement team, or sign up and get started.
Your next steps
Let the AI phone assistant call you
Enter your number. Hear what your callers hear, within two minutes. It is read back to you before anything is called, and it handles a call the way it would for your customers.
Book a demo
Thirty minutes with a customer success colleague: the dashboard, one of your real call types, and what lands on your desk afterwards.
Book a demoGet started, on the platform
Create the account, tell the assistant what your business does, and hear it answer in the browser. No card. About five minutes.
Get started