Answer More Legal Inquiries Without Interrupting Every Attorney Conversation
Routes Existing Clients
A360°CRM AI gives law firms an AI Receptionist that can answer incoming calls, capture prospective-client information, identify the general reason for the inquiry, help schedule consultations, route existing clients, and connect conversations with CRM and automated follow-up.
Don't just read about an AI Receptionist. Call Emma and hear it yourself.
Talk to Emma live, ask questions, and experience how naturally an AI Receptionist can handle a professional business conversation.
Emma
Thank you for calling. How can I help you today?
Caller
Hi, I'd like to speak with an attorney about a legal matter.
Emma
Absolutely. I can help get your inquiry to the right place. May I ask what general type of legal matter you're calling about?
Caller
It's related to a car accident.
Emma
Thank you. I can collect some basic contact information and help with the next step.
Respond while the caller is actively looking for legal help.
Provide configured phone coverage beyond normal office availability.
Collect basic contact information from inbound callers.
Ask what type of legal matter the caller is contacting the firm about.
Follow firm-defined intake logic for each inquiry.
Connect eligible inquiries with configured consultation calendars.
Identify whether someone is a current client and direct them appropriately.
Move important conversations to available staff when configured.
Capture new inquiries while the office is closed.
Office hours, location, consultation process, general practice areas, and how to reach staff.
Organize prospective-client information in connected systems.
Move qualified inquiries into configured pipelines.
Continue communication with callers after intake.
Send configured messages or appointment information.
Alert the appropriate team when attention is required.
An AI receptionist may capture information needed to begin the firm's intake process. But the law firm remains responsible for its own conflict checks, engagement decisions, representation decisions, ethical requirements, and client acceptance procedures.
The AI Receptionist should never imply that the law firm has accepted the case, that an attorney-client relationship has been formed, or that information provided guarantees confidentiality or representation beyond applicable law and firm procedures.
The AI should not calculate or advise on statutes of limitation, filing deadlines, court deadlines, appeal deadlines, or legal time limits. Urgent calls trigger immediate escalation rules.
Capture prospective-client inquiries and route them into approved intake workflows.
Handle consultation requests while escalating sensitive matters appropriately.
Capture urgent inquiries and follow firm-defined escalation procedures.
Handle initial inquiries, scheduling and language/routing workflows where configured.
Schedule consultations and answer approved administrative questions.
Capture new inquiries and direct them into intake.
Support consultation requests and initial administrative intake.
Route business-owner inquiries to appropriate attorneys.
Capture transaction or dispute inquiries and schedule the next step.
Organize prospective-client inquiries and attorney review.
Route calls by practice area, attorney, office or matter type.
Legal professionals should be able to focus on clients and legal work without every incoming inquiry becoming an interruption or voicemail. A360°CRM AI can connect law-firm phone calls with intake, scheduling, CRM, pipelines, and follow-up.
AI Receptionist, AI Voice Agents, CRM, and automation — one connected system for small business. Based in Lakeland, Florida.
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