AI Receptionist for Law FirmsAn AI receptionist for law firms that takes the conflict check first
For solo attorneys and small law firms: an AI receptionist answers new-client calls, chat and web forms after hours, takes the names needed for a conflict check before the caller tells their story, flags served papers and court dates to an attorney, and books the consultation.
Simon Dziak builds it on your own phone number, calendar and practice software, and you own it. One channel, the phone line, website chat or web forms, is a fixed $2,500. Phone, chat and forms in English and Spanish, with missed-call text back, is the AI Receptionist Build at a fixed $5,000. The optional AI Care plan keeps the intake script and routing current for $297 a month.
Fixed prices
All fixed-price offers- $2,500AI Feature or Agent BuildOne LLM feature or agent wired into your app or tools, with an eval set that shows how well it works.See scope and start
- $1,200API IntegrationTwo systems connected through their APIs, with retries, logs, failure alerts and tests.See scope and start
Something else? Describe your project
Plans
Two builds and a care plan, each at a fixed price
Tier 1
One channel
$2,500fixed
10 business days after the spec is agreed and access arrives.
For a business that wants one front door answered first.
- One channel: the phone line, website chat or web forms
- Answers, asks your intake questions, and books or hands off to a person
- Every lead logged
- An eval set of up to 50 cases, scored before handover
Tier 2
AI Receptionist Build
$5,000fixed
15 business days after access arrives, from a one-page spec you approve first.
For a clinic, law firm or office that wants every call, chat and form answered, booked and logged.
- Phone, website chat and web forms answered 24/7, on your own Twilio number and model account
- English and Spanish
- Booking into one calendar, with a confirmation by text or email
- Missed-call text back from a registered number, with STOP opt-out
- Urgent calls transferred or flagged, and every conversation logged to one CRM or inbox with a summary and transcript
- An eval set of up to 50 cases scored before handover, then 30 days of tuning after launch
After launch
AI Care plan
$297a month
For a receptionist Simon built, on either tier. Cancel any time.
For keeping it accurate as your hours, prices and questions change.
- Hosting and monitoring on your own cloud account
- Prompt and knowledge tuning
- A monthly call-log review, with a short report of missed questions and the fixes made
Cloud, phone and model usage are billed to your own accounts. Each build connects one calendar and one CRM or inbox, named in the spec; more are quoted in writing. Texting starts once your number is registered. Missed-call text back on its own is the API Integration, $1,200. Not included: outbound AI calls, recording without a consent step, a guaranteed accuracy score, and HIPAA work without a business associate agreement from every vendor.
Built for legal intake
What a law firm receptionist has to get right
01
Names for the conflict check, then the details
It asks for the caller’s name, the names of the other people or companies involved (the opposing party) and the matter type, and asks the caller not to share more yet. If a caller starts telling the story, it steers back politely. Your firm runs its conflict check on those names, and the next step, a callback, an intake form or a consultation, follows your script.
AI Feature or Agent Build02
No legal advice, said plainly
It does not give legal advice, say whether someone has a case, predict an outcome or quote a fee your firm has not published. A caller who asks gets a clear answer that an attorney will speak with them, and a booked time or a callback. At the start it says it is an AI assistant, that the call does not create an attorney-client relationship, and that the caller should not share confidential details yet. Your firm approves that wording.
03
Deadlines go to an attorney
With the AI Receptionist Build, served papers, a court date, an arrest or another item on your firm’s urgency list goes to the attorney on call by transfer or text, with the summary, instead of waiting for the morning; the one-channel build takes an urgent message for your staff. A caller who says they are in danger is told to call 911. It can misjudge a call, so the eval set tests your urgency list, and you check it before launch.
04
Nothing said about an existing matter
Current clients calling about their case get a message taken for their attorney or paralegal, never a status update. Opposing parties and opposing counsel get a message taken, not an intake. It is built not to confirm whether the firm represents anyone.
How the AI receptionist works05
Consultations booked into your system
It offers open times from the calendar the spec names and books the consultation. Clio offers developer APIs for Clio Manage and Clio Grow (Manage access is by application), so an intake can be written to your Clio account. Other systems are wired where they offer an API.
API IntegrationAI answering serviceSpeed to lead and missed-call text back06
Built from Miami, for firms across the US
Simon works from Miami and builds for law firms anywhere in the US, by email and shared documents.
App369 in Miami
Parts already in production
Intake, booking and texting already run in Workspace369
Workspace369 is App369’s own client-work platform, live on the App Store. It is not legal software and does not run an AI phone agent; it runs the parts a legal intake desk is wired from.
Forms that start the record
Intake forms that create the contact and keep every answer with it.
Booking from availability
Booking pages that offer open times from a connected Google Calendar and create the event with a confirmation.
Texting from a business number
Two-way SMS on Twilio with STOP opt-outs, kept with the contact in a shared inbox.
- Twilio
- Claude API
- Gemini API
- Google Calendar API
- Clio API
- Webhooks
- TypeScript
FAQ
Questions before you start
How much does an AI receptionist for a law firm cost?
$2,500 fixed for one channel, delivered 10 business days after the spec is agreed and access arrives. $5,000 fixed for the AI Receptionist Build, which answers phone, website chat and web forms in English and Spanish with missed-call text back, delivered 15 business days after access arrives, plus 30 days of tuning. The AI Care plan is $297 a month; cancel any time. Phone and model usage are billed by Twilio and your model provider to your own accounts.
Why does it ask for names before the story?
A person who calls to ask about hiring your firm may be a prospective client under Rule 1.18, and what they say can limit whom you may represent later. Comment [4] to ABA Model Rule 1.18, as adopted in North Dakota, says a lawyer considering a new matter “should limit the initial consultation to only such information as reasonably appears necessary for that purpose.” So by default the receptionist takes the names for a conflict check and the matter type, and your firm sets what comes next. Your state’s version of the rule governs. This is not legal advice.
What about confidentiality with an AI vendor?
ABA Formal Opinion 512, issued July 29, 2024, covers a lawyer’s duties when using generative AI tools, including confidentiality. Before launch, the spec lists every vendor that would see what callers say (the phone provider, the model provider and the practice software), and your firm reviews their terms and retention settings with its own counsel or ethics resources. Recordings and transcripts are stored in your own accounts, but those providers still process what callers say. Your firm stays responsible for supervising the receptionist. This is not legal advice.
Is this an AI answering service for law firms?
Yes. It answers after hours, at lunch and when every line is busy, takes the message or books the consultation, and texts back missed calls. The difference from a message-only service is the intake: it runs your conflict-check questions and your urgency rules.
Do callers have to be told the call is recorded?
In some states, yes. Florida Statutes § 934.03(2)(d) makes recording lawful when all of the parties to the communication have given prior consent. By default the receptionist opens with an AI and recording notice and works without recording when the caller says no. Your firm approves the wording. This is not legal advice.
Can it text callers back?
It texts back people who called or wrote to your firm, from a registered number in your own Twilio account with STOP opt-out handled. The reply is neutral and names no case details, in wording your firm approves. It does not start texts to people who have not contacted you, and your state’s attorney advertising rules are for your firm to confirm. This is not legal advice.
Can it answer in Spanish?
Yes. The AI Receptionist Build answers in English and Spanish, and the summary for the attorney is in English.
Does it tell callers it is an AI?
Yes. It says it is an AI assistant for your firm at the start, and offers a booked time or a logged callback whenever the caller asks for a person. With the AI Receptionist Build it can transfer the call to your team during the hours they take calls.
Do I need a call first?
No. The spec and the build happen in writing by email. If you want to talk it through, consultations are paid: $100 per 15 minutes, paid upfront.
Not a fixed-price job?
Describe it and get a written quote
Send what you need built or fixed. You get a written scope, a fixed price and a timeline; Simon replies by email, usually within one business day.
Prefer a call? Consultations are $100 per 15 minutes, paid upfront.