Route law-firm calls to the right department with AI intake
A growing Phoenix law firm used an AI receptionist with custom playbooks to answer every call 24/7, collect precise intake information and route requests to legal, finance or sales, without hiring more staff.
Reported results
Qualitative: the source reports no missed calls and faster intake without new full-time hires; a client complimented the firm after an AI call.
Write a playbook per call type (new case, existing client, billing).
Define the exact intake fields for each.
Route summaries to the right inbox automatically.
Sample calls weekly to check tone in stressful situations.
⚠️ Watch out
Legal intake may include sensitive data; check confidentiality terms.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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