Industry

AI Voice Agent for Law Firms

An AI receptionist for law firms — standardized intake, conflict checks, consultation booking. UPL-safe, ABA-aware, native to Clio, MyCase, Smokeball, Filevine.

Pickup
<2s
Bounded
UPL-safe
MyCase · Smokeball · Filevine · PP
Clio
Check on the call
Conflict

01 — Overview

How does an AI receptionist work for a law firm?

It runs the intake conversation: greets, captures the matter type, runs a conflict check against your case-management system (Clio, MyCase, Smokeball, Filevine, PracticePanther), captures jurisdiction and basic facts, books the consultation, and routes urgent matters to the on-call attorney. It never gives legal advice — that's the UPL bound.

Law firms lose more revenue at the intake stage than at any other point in the matter lifecycle. Calls go to voicemail; voicemails get returned the next afternoon; the prospect already retained someone else by then. The conversion math is brutal: firms that pick up the call on the first ring typically convert 4-8x better than firms that return voicemails.

Open's AI answers every call in under two seconds. The intake script is consistent across every call — no "oh, the new associate forgot to ask about prior counsel" gaps. The AI captures matter type, jurisdiction, date of incident, parties involved, prior counsel, statute-of-limitations factors, and contact info, then runs a conflict check against your case-management system before offering a consultation slot.

Conflict checks happen on the call. The AI queries your Clio / MyCase / Smokeball / Filevine / PracticePanther by party name, opposing party, and matter type. If a conflict is flagged, the call is handled gracefully — the prospect is told "we can't take your matter" with the script your firm uses (referral, decline, etc.), and the conflict log is created without exposing the conflicting client.

UPL bounds are baked in. The AI never gives legal advice. It can describe practice areas, fee structures (where you've authorised them), and process; it cannot answer "do I have a case?" or "should I sue?" — those route to an attorney. Custom UPL guardrails are configurable per state to match your firm's compliance posture.

Consultation booking happens live in the right attorney's calendar based on practice area, jurisdiction, and conflict status. Integrations: Clio Schedule, Calendly, Google Calendar, Outlook. Consultation fee handling (free, paid, refundable on retainer) is configurable.

After-hours and weekend coverage is where the firm-mix maths flips. Personal-injury, criminal-defence, and family-law firms get most of their high-value cases from after-hours calls. Open answers them, runs the intake, books the consultation, and only escalates urgent matters (custody emergency, criminal arrest, domestic violence) to the on-call attorney.

02 — Why it works

What makes Open the right industry answer

  • Standardized intake on every call

    Same script every time. Matter type, jurisdiction, parties, prior counsel, statute-of-limitations factors — captured consistently.

  • Conflict checks on the call

    Queries Clio / MyCase / Smokeball / Filevine / PracticePanther by party name and matter type. Flags conflicts before the consultation is offered.

  • UPL-safe by design

    The AI never gives legal advice. Configurable guardrails per state and per practice area; everything that needs an attorney goes to an attorney.

  • Consultation booked live

    Right attorney, right practice area, right jurisdiction. Calendar-aware, conflict-cleared, fee-disclosed.

03 — Security

Encrypted, audited, refundable

SIP over TLS for signaling, SRTP for media. Every call logged with full reasoning traces. SOC 2 Type II, GDPR-aligned, HIPAA- and PCI-ready. Backed by the Open $2M Refund Guarantee.

04 — FAQ

AI Voice Agent for Law Firms questions, answered