In court? New clients still reach your firm.
You’re in a hearing or with a client. A potential client calls, gets voicemail, and calls the next firm in their search results. Phoneman answers, takes the details you need, and writes up every call.
- Free to start
- Test it before you forward
- Keep your number
What it handles for law firms.
- New client inquiriesCaptures: The type of matter, a short description in their words, and how they heard of you
- Existing clientsCaptures: Their name, which matter, and what they need
- Court dates and deadlinesCaptures: The date or deadline they mention and what it is for
- Opposing counsel and courtsCaptures: Who is calling, which matter, and the callback details
The details you need, every time.
- Who is calling and how to reach them
- New or existing client
- The type of matter, in their words
- Any date or deadline they mention
- The other party’s name, so you can run a conflict check
“I was served with eviction papers yesterday and the hearing is next week.”
- Summary
- Potential new client served eviction papers yesterday; hearing date next week. Tenant in a rental apartment.
- Asked for
- To speak with a lawyer before the hearing
- Next step
- Call back today; run a conflict check on the landlord first
- ImportantExisting client asking about the status of their filingCall back with an update
- LowAsking whether you offer free consultationsAnswered from your approved answer
Urgent calls first.
- A hearing or deadline within days
- A new client who was just served
- Existing clients with questions about their matter
- Calls from opposing counsel
- Office hours and location
- Consultation fees you have shared
It answers. You decide.
- Take a consistent intake from every potential client
- Note dates and deadlines callers mention, and mark near ones Urgent
- Answer approved questions such as practice areas and consultation fees
- Offer to connect a caller during your hours, if they agree
- Give legal advice
- Say whether the firm will take the case
- Discuss a client’s matter beyond what you approve
- A caller asks: “Do you handle security deposit disputes?”
- You approve: “Yes, for tenants. Consultations are 30 minutes and free.”
- Next time: The next tenant calling about a deposit hears that you handle it and how consultations work.
Transfers, with consent. An existing client calls about a filing due tomorrow. During your transfer hours, Phoneman offers to connect them to the assigned attorney’s line.
Make it yours.
Replace {business} with your business name. Every greeting tells callers they’re talking to an AI assistant.
Thank you for calling {business}. I’m the firm’s AI assistant. Are you a current client, or are you looking for help with a new legal matter?
Start where you miss the most calls.
Plus · $99/mo
300 AI minutes a month. Best for after-hours and overflow. Start free and upgrade when you need to.
Compare plans and estimate your minutesWill it give callers legal advice?
No. It takes the details of the matter and answers only the questions you have approved, such as practice areas and fees.
Can it collect what I need for a conflict check?
Yes. Teach it to ask for the other party’s name, and it appears in every write-up.
Do callers know they are talking to an AI?
Yes. Every greeting says it is an AI assistant.
Can I use it alongside my receptionist?
Yes. Forward calls your staff do not answer, or after-hours calls only.
Never miss another call.
Set it up in about 3 minutes, call it yourself, and forward your calls only when you’re happy.