AI receptionist and answering service for law firms
AI receptionist and answering service for law firms: answers every call, captures contact details and the matter type, and routes it to your intake team.
What this solves
A person looking for a lawyer is often in a hurry and calls several firms. If your line rings out, they may retain someone else. An AI receptionist answers every call, captures contact details and the broad type of matter, and routes it to your intake team. It gives no legal advice and does not decide whether the firm takes a case. Your staff do.
What we build
New enquiry to intake review
Approved consultation reminders
Documented human handoffs and exception rules
Software connection review before the build is agreed
From request to next step.
These example workflows show what LYCORE can scope for your business. Software connections, permissions and exception rules are checked before the build is agreed.
New enquiry to intake review
Starts when
A prospective client calls or completes an enquiry form.
Automation
Capture contact details and a broad matter category, then assign a restricted intake task to the designated person.
Person takes over
Firm staff completes conflict, suitability and engagement checks before a consultation is confirmed. Do not request detailed case narratives in automated messages.
Approved consultation reminders
Starts when
Staff approves and schedules a consultation.
Automation
Send a minimal confirmation and reminder with a rescheduling path; keep case details out of the message.
Person takes over
Deadline questions, legal advice and requests for representation go to firm staff. A booking is not an engagement agreement.
Follow-up uses approved channels, contact permissions, quiet hours and opt-out rules. A reply, cancellation or opt-out stops or changes the sequence. Sensitive details stay out of routine texts and emails.
What to measure
These are proposed measures, not achieved results. Agree the reporting period and data source before launch. Missing records stay unknown, not zero; small samples and incomplete tracking are reported.
Intake handoff time
Median time from a recorded enquiry to assignment to the designated intake owner; assignment is not a completed review.
Consultation attendance rate
Attended consultations divided by approved, confirmed consultations due in the period.
AI receptionist for law firms: who calls and what they need
An AI receptionist for law firms answers the calls that arrive while your lawyers are in a hearing, a deposition or a client meeting. They come from prospective clients, current clients asking for an update, other lawyers and court staff, vendors, and people who dialed the wrong firm.
The prospective client is the call that matters most and the one most easily lost. Someone looking for a lawyer is often stressed and usually calls more than one firm, and a voicemail box can lose them. Your receptionist answers in the firm's name, so that call becomes a lead your intake person can pick up.
Calls from current clients, opposing counsel and courts follow the rules you set. Typically they are taken as messages and routed to the lawyer or paralegal who owns the matter, or transferred live where your phone setup supports it. The receptionist does not discuss the substance of any matter.
Some callers are not prospects at all: a process server, opposing counsel's office, a court clerk with a scheduling question. The receptionist records who called, from where and what they need, and sends it to the right person instead of leaving it in a voicemail box nobody checks until evening.
What an intake call looks like, start to finish
The receptionist says it is an AI assistant acting for the firm and that it cannot give legal advice. If you approve a short notice, it can also say the call is not legal advice and that the firm has not agreed to take the matter. A caller can ask for a person at any point.
It captures name, number, best time to call and the broad type of matter, for example family, injury, criminal defense or estates. It does not ask for a detailed case narrative. If a caller starts telling the whole story, it says a member of the team will take those details and steers the call back to contact information. If the caller mentions a court date or a deadline, it records that they mentioned one and flags the call as time sensitive under your rule, without interpreting it.
If your firm wants the names of other parties so staff can run their own conflict check, that is a question you approve, and the receptionist only records the answer. Where your calendar can be connected it can offer consultation times you have opened. Otherwise it records a callback request, and either way the intake team gets a summary.
Name and best callback number
Best time to call
Broad matter type
How they were referred, if you ask
Whether a hearing or deadline was mentioned (recorded, not interpreted)
Preferred consultation days
After hours, overflow and urgent matters
The receptionist answers at any hour. Some practice areas produce calls at night that a firm wants a person to see quickly, and you choose which categories trigger an alert to an on-call attorney or staff member, and by what channel. If that person does not respond, the fallback you approved runs.
During the day it can take overflow when reception is on another line or the lawyers are in court. Live transfer to your intake person is included where your phone setup supports it, and you approve the transfer rules.
Missed call text back can send a short text after an unanswered call. For a law firm the wording should be minimal, with no case details in it, and it handles STOP and opt-out replies. Consent requirements are reviewed during setup, and you should confirm the rules with your own advisor.
Practice areas draw different callers, so the approved questions and alert rules are written with you for each area. A firm that handles both family matters and business disputes may want two sets of rules, and that is normal setup work.
What stays with your lawyers and staff
The receptionist gives no legal advice, does not clear conflicts, does not calculate deadlines, and gives no opinion on whether the firm can help. Your staff decide whether to take a case. It does not quote fees unless you give it approved wording to read.
Callers sometimes share confidential details without being asked. The intake questions are written not to ask for them, and the summary holds what intake needs. How long summaries and recordings are kept, and who at the firm can see them, are decisions for setup, along with recording consent, and your own ethics counsel or advisor should confirm what applies to you.
Read a sample of summaries with your intake person in the first weeks. Look for calls where a caller was pushed toward a detail they should not be asked for, and change the approved questions if you find any.
Legal advice of any kind
Conflict checks and clearance
Deadlines, limitation periods and court dates
Whether the firm takes the case
Fee discussions and engagement terms
Any caller who asks for a person
Fit with your practice software, and how to judge whether it works
Firms often use tools such as Clio, MyCase, Lawmatics or Filevine for intake and matter management. LYCORE is not a partner of those companies and does not claim native integrations. Whether an intake summary lands in your tool or reaches your intake person by email or text depends on your setup, and that is checked before a build is agreed.
Agree the measures before launch. Useful ones are calls answered against calls missed, intake requests captured, time from a recorded call to assignment to your intake owner, callbacks completed within the time you set, and consultations attended out of those approved. Assignment is not a completed review, and the report should say so.
Outcomes are never guaranteed, and these are proposed measures, not promised results. You can try the Test our AI agent widget, then book a free review for a plain answer on fit, with no pressure and no obligation.
What stays under your control
No automated legal advice, conflict clearance, deadline calculation or acceptance of a client. The firm controls those decisions.
Does the receptionist give legal advice or tell callers whether they have a case?
No. It gives no legal advice and no view on whether the caller has a case or whether the firm will take it. Staff make that decision after their own review.
Will it ask callers to describe their situation in detail?
No. It asks for contact details and the broad type of matter only. If a caller starts to tell the story, it says a member of the team will take those details.
Can it run a conflict check?
No. If you approve it, the receptionist can record the names of other parties so your staff can run the check. The decision on conflicts stays with the firm.
What if a caller mentions a court date or a deadline?
It records that the caller mentioned one and flags the call as time sensitive under your rule. It does not calculate, confirm or interpret the date. A person on your team follows up.
How are current clients and opposing counsel handled?
By the routing rules you set. The receptionist takes a message or transfers live where your phone setup supports it, and sends the call to the person who owns the matter. It does not discuss the matter itself.
Does it work with Clio or MyCase?
That depends on your setup, and LYCORE does not claim native integrations. Some firms have summaries sent to intake by email or text, and others connect a tool where that is possible. It is checked before a build is agreed.
What can LYCORE automate for lawyers & law firms?
New enquiry to intake review: Capture contact details and a broad matter category, then assign a restricted intake task to the designated person. Approved consultation reminders: Send a minimal confirmation and reminder with a rescheduling path; keep case details out of the message. These are configurable examples, subject to a review of your software and business rules.
Which decisions stay with a person?
No automated legal advice, conflict clearance, deadline calculation or acceptance of a client. The firm controls those decisions.
What does LYCORE need to prepare a quote?
Practice areas and approved intake questions; Intake software, restricted access and retention requirements; Conflict-review gate, consultation calendar and escalation contacts. LYCORE reviews the requirements before quoting. Software subscriptions, connection limits and ongoing support are identified in the proposed scope.
Does LYCORE replace the software we already use?
No. LYCORE starts with the tools and operating rules your team already uses, then evaluates practical ways to connect the work around them.
Are outcomes guaranteed?
No. A system can improve the speed and consistency of a process, but LYCORE does not guarantee rankings, reply rates, booked appointments, revenue, or any other business outcome.
Get a quote for your business.
Tell LYCORE which services you need and what you want to achieve. Your requirements are reviewed before a quote is prepared for the agreed scope.
Quotes follow a requirements review. This page does not calculate an instant price.