How it works

    From first call to follow-up.

    Staff calls, texts, and optional AI answering feed one client record, so your team knows what happened and what to do next.

    Staff calling and texting are available with Connect.

    Staff calls & textsFrom the firm's number, with Connect.
    AI answeringWhen staff is unavailable.
    Shared client record
    • Call capturedSummary added
    • Text threadOn the record
    • Next stepReady for review
    Your team follows up
    Firm intelligenceComing soon

    The same records, organized for each role.

    My tasks
    • Daniel: Review treatment details and police report
    • Ava: Check in — last conversation 6 months ago
    • Renee: Request missing pay recordsOverdue

    3 open across clients

    Team overview

    6 clients in view

    3 overdue · 3 staff

    Maya Chen · Jordan Lee · Priya Raman

    One record

    See one client record take shape.

    Fictional client records, from the first conversation to the next step your team reviews.

    deepr convos/Record
    Sample Intake
    Client

    Interactive preview · Sample data; some workflows are planned

    Complete Intake — Auto Accident Injury

    Scheduled Tuesday · 10:15 AM ET
    Client name
    Daniel Whitfield
    Location
    Phoenix, AZ
    Contact
    (602) 555-0132
    Email
    daniel.whitfield@example.com
    Summary

    Caller reports a rear-end collision two days ago, was seen at urgent care, and requests a consultation about next steps. Police report number provided for attorney review.

    Incident
    Rear-end collision, reported two days ago
    Treatment
    Urgent care visit, follow-up pending
    Documents
    Police report number provided
    Contact preference
    Phone, weekday mornings

    Caller-reported facts · For staff review

    Next step

    Confirm treatment details and the police report before the scheduled consultation.

    1. 1Intake
    2. 2Follow-up
    3. 3Qualified
    4. 4Agreement sent
    5. 5Retained
    Alternative outcomeStaff-reviewed sample status
    Getting started

    Start with the calls your team can't take.

    01

    Keep your number

    Forward after-hours or overflow calls where your carrier supports it. Porting is optional.

    02

    We tailor the workflow

    We tailor AI scripts, routing, and handoffs around your firm.

    03

    Your team stays in control

    Simple on, off and scheduling controls decide when AI answering is used.

    Optional intake sync to Clio Grow. Other CRM connections are scoped around what your system supports. Calendar booking where a supported calendar is configured. Recording is optional and configured with your firm.

    Frequently asked

    Does our team have to stop answering calls?

    No. Staff keep answering as they do today. AI answering is optional and used only for the calls you route to it, such as after-hours or overflow.

    How do staff calls and texts get onto the record?

    With Connect, your team calls and texts from the firm's number and those conversations attach to the same client record automatically.

    When are call summaries and transcripts available?

    Summaries and transcripts are available for calls where recording is enabled. Recording is optional and configured with your firm.

    Can we keep our current phone number to get started?

    Yes. You can start by forwarding after-hours or overflow calls from your existing number, where your carrier supports forwarding. Porting is optional.

    What calendar and CRM connections are in scope?

    Optional intake sync to Clio Grow, and calendar booking where a supported calendar is configured. Other CRM connections are scoped around what your system supports.

    See what your team would pick up tomorrow.