For personal injury and family law practices

AI receptionist for law firms that turns intake calls into consultations

A person hurt in a crash, or served with divorce papers, wants to reach a lawyer today, while your attorneys are in court or with a client. Asyntai answers your firm's line, asks the intake questions you choose, and sends the new matter to your intake team with a confirmed callback number. Existing clients are put through to the office. A caller who asks for legal advice hears your rule and is offered a consultation.

Asks your intake questions Puts existing clients through Legal questions become consultations
When the firm's phone rings

How the agent treats each person who calls your firm

It first says that it is an AI assistant and gives your greeting. Then it works out what the caller needs and follows the instructions your firm wrote for that kind of call.

Collects the facts of a new matter

The agent asks the questions your intake form asks: what happened, on which date, in which city or county, and whether the caller already has a lawyer. Then it takes the caller's name and a callback number, repeats the digits and waits for a yes. The request lands in your intake email, and the number can be saved as a lead.

“A delivery van hit my car at a red light last Tuesday.”

Connects existing clients to the office

A client who wants an update, or who needs to drop off a document, is put through to the transfer number you set, inside the hours you choose. The phone that rings shows the client's own number. After 20 seconds without an answer, the client is back with the agent, which apologizes and takes a callback request.

“I'm a client of Mr. Brennan and I have a question about my settlement papers.”

Keeps legal opinions for your attorneys

Your instructions tell the agent to leave case assessment to the lawyers: no view on whether a claim is strong, what it is worth or whether a deadline has passed. When a caller asks, the agent explains that an attorney has to review the details and offers a consultation callback.

“Do I still have a case if I wasn't wearing a seatbelt?”

Gives a clear answer on matters outside your practice

If a caller needs help with something your firm does not handle, the agent says so politely and gives the referral source your rule names, for example your state bar's lawyer referral service. Your intake email then fills only with matters the firm can take on.

“Can you help me fight a speeding ticket?”
What it works from

Your practice pages, your intake form and one firm rule about advice

The agent answers from material your firm already has. It reads your website page by page, uses the documents you upload, and follows the AI Instructions you write. When the firm changes a fee or adds a practice area, update the document, or have Asyntai read the changed page again.

  • Practice area and attorney pagesWhat the firm handles, which counties or states it covers, where each office is, and whether the first consultation is free.
  • Your intake questionnaireUpload it as a PDF file or paste it as text, and tell the agent to ask those questions on a new-matter call, one at a time, in conversation.
  • Firm rules in plain EnglishNo opinions on a case, no figures for what it is worth, existing clients go to the front desk, and callers with other matters hear your referral source.
AI Instructions and sourcesBrennan Ruiz Injury Law
brennanruizlaw.com28 pages
New matter intake questions.pdfUploaded
Practice areas and counties servedPasted text
RuleNever assess a case, estimate its value or say whether a filing deadline has passed. Say that an attorney must review it, and offer a free consultation callback.
RuleOn a new injury matter, ask what happened, the date, the county and whether the caller has a lawyer. Then take a callback request.
Evenings and weekends

An injury on a Saturday gets an answer on Saturday

Accidents and family crises do not wait for office hours. The agent answers whenever the number rings, and the hours you set under Escalation decide whether a caller is put through or leaves a callback request for the intake team.

  • A new caller gets a real conversationThe agent asks your intake questions and explains how a first consultation works at your firm, in the words of your own pages.
  • Your hours decide the transfersInside the hours you set, a client who asks for a person is put through. Outside them, the agent takes a name and a confirmed number instead.
  • The first callback starts with the factsEach request reaches your escalation email, and the full transcript sits in the dashboard, so your intake staff read the caller's own account before they dial.
New matterFacts gathered, callback requestedPractice area, date, county and a confirmed number.
Existing clientPut through to the officeInside your hours, to the front desk or a mobile.
Asks for adviceConsultation offeredIn the words of your rule, with a callback request.
Phone CallsTwilio connected
+1 201 555 0176Answered by AI
Transfer to a person: front deskMon to Fri, 9 to 6
Callback requests to the intake inboxOn
GreetingThank you for calling Brennan Ruiz Injury Law. Are you calling about a new injury, or are you already a client of the firm?
Setup

Put your firm's number on your own Twilio account

Asyntai answers numbers in your own Twilio account. Twilio bills you for the number and the call minutes. The number on your letterhead can stay: forward calls to the Twilio number when the desk does not answer, or only in the evenings.

  1. Create an Asyntai account and add the firm's website. Upload your intake questions and the list of counties you serve. The pages are read in a few minutes.
  2. Write the firm's rules in the AI Instructions: the advice boundary, the questions for a new matter, and the referral source for matters you do not handle.
  3. On the Voice Agent page, write the greeting and make a free test call in your browser. Ask for a case evaluation and listen to the answer.
  4. On the Phone Calls page, connect Twilio with your Account SID and Auth Token, import the number, add the front desk as the transfer number and set your hours under Escalation.
The advice boundary

Questions that turn into a consultation callback

Some questions sound simple and need a lawyer. Your rule tells the agent to leave each of them to an attorney. Here are examples of the questions such a rule covers, and what the caller hears in reply.

  • “Do I have a case?”The agent says that an attorney decides that after a review of the facts, and offers to arrange a consultation call.
  • “What is my claim worth?”It names no figure. It explains how the free consultation works, from your own pages, and takes a callback request.
  • “Is it too late to sue?”It says that an attorney has to check the dates with the caller, and asks for a name and number so the firm can call soon.
  • “Should I sign the insurer's release?”If your rule says so, it suggests that the caller talks to an attorney before signing anything, and takes a callback request.
FAQ

AI receptionist for law firms: questions from attorneys and office managers

What a firm wants to settle before an AI answers a call from a prospective client.

Can the agent work through our intake questions on a new-matter call?

Yes. Paste the questions into your AI Instructions or upload your intake questionnaire, and tell the agent to ask them when a caller has a new matter. It asks one question at a time and lets the caller answer in their own words. At the end it takes the name and a callback number, repeats the digits, and sends the request to your intake email. The answers are in the call transcript in your dashboard.

How do we keep it from giving legal advice?

Write the boundary as a rule in your AI Instructions, for example: never assess a case, never estimate a value or a deadline, and offer a consultation callback instead. The agent applies that rule on every call. Before you connect a number, test it with free browser calls and ask exactly the questions you worry about.

Does the agent present itself as a paralegal or an attorney?

No. The first thing it says on every call is that it is an AI assistant, followed by the greeting your firm wrote. A caller who wants a person can ask for one at any time.

Who picks up when a client asks for their attorney?

Each imported number has one transfer number, such as the front desk or a paralegal's mobile, in international format. With Escalate to Human on, the agent puts the client through during its business hours, and your phone shows the client's number. If you run separate teams, you can import a second number with its own transfer number. Twilio bills the transferred leg as a normal outgoing call.

What does it say to someone whose matter we do not handle?

Whatever your rule says. List the practice areas you take, and name a referral source for everything else, such as your state bar's lawyer referral service. The agent tells the caller early in the call, before it asks any intake questions.

Can we keep the phone number that is on our website and letterhead?

Yes. The agent answers a number in your own Twilio account, and you forward your existing line to it with the call forwarding your phone provider offers, for example when the desk does not answer, or after 6 pm. You can also publish the Twilio number as the firm's line.

Can a person who finds us at night talk to the agent on our website?

Yes. On the Voice Agent page you can switch on a voice button in the Asyntai chat widget on your website. A visitor presses it and talks instead of typing. The agent uses the same intake questions and rules, and the transcript goes into the chat in your dashboard.

Which plan does a small firm need?

Phone calls need the Standard plan, $139 a month or $125 a month billed annually, with 200 voice minutes and 5 calls at the same time. Pro, at $449 a month, includes 1,500 voice minutes and 10 calls at the same time. Twilio bills the number and call minutes separately. The AI receptionist cost page shows both bills side by side.

What a law firm needs from an AI receptionist, and where it has to stop

A person who searches for a lawyer is rarely calling at a calm moment. Someone was hurt in a crash on the way home, a spouse moved out over the weekend, or a letter from an insurance adjuster arrived with a deadline in bold type. They call the firm they found, and the call reaches a front desk that is also scheduling depositions, or an attorney who is in court until four. An AI receptionist for a law firm is there to answer that call properly, collect what the intake team needs, and stay away from the one thing it must never do, which is to act like a lawyer.

Intake is the core of the job. A personal injury firm wants to know what happened, when and where, whether anyone was hurt, and whether the caller already has a lawyer. A family law practice asks different questions: which county, whether there are children, whether a case is already filed. With Asyntai you write those questions into your AI Instructions, or upload your intake questionnaire, and tell the agent to ask them on a new-matter call. It asks one question at a time and lets the caller tell the story in their own words. At the end it asks for a name and the best number to call back on, says the number back digit by digit, and waits for the caller to confirm it. The request goes to your intake email, and with lead collection on, the number is also saved as a lead.

The boundary is the rule to write first. A caller who is hurt, angry or frightened will ask questions that only an attorney should answer: whether they have a case, what it is worth, whether it is too late to file, whether to accept the insurer's offer. The rule can be short. Tell the agent that it never assesses a case, never estimates a value or a deadline, and never tells the caller what to do. When such a question comes, it says that an attorney has to review the details and offers a consultation callback. Because the rule sits in the AI Instructions, the agent applies it at two in the afternoon and at two in the morning, and every transcript shows you the exact words it chose.

Existing clients call for other reasons. They want an update on a settlement, they have a question for their attorney, or they need to send medical records. For those calls the agent connects people. Each number you import can have a transfer number, such as the front desk or a paralegal's mobile. During the business hours set under Escalation, a client who asks for a person hears that they are being put through, and the phone that rings shows the client's own number. If nobody answers within 20 seconds, or the line is busy, the client returns to the agent, which apologizes and takes a callback request. Outside those hours, the agent takes the callback request straight away.

Matters outside your practice areas deserve a clear answer as well. If the firm handles injury cases only, a caller with a speeding ticket or a question about a will should hear that quickly and politely, not after five intake questions. A rule can list what the firm takes on and name a referral source for everything else, for example your state bar's lawyer referral service. The agent answers from that rule, and the intake inbox holds only the matters your attorneys can accept.

Questions about the firm itself are answered from your website and documents: which counties you cover, where the offices are, whether the first consultation is free, which languages your staff speak, how to send photos of an accident scene. Asyntai reads the website page by page and uses the PDF files or text you upload. It does not invent fees or policies, and when a question falls outside what you wrote, it offers a callback request. When the firm changes a fee or opens a new office, update the document, or have Asyntai read the changed page again. Uploaded documents and AI Instructions take effect on the next call.

The phone side is easy to reason about. The agent answers numbers in your own Twilio account, and Twilio bills you directly for the number and the minutes. You can keep the number on your letterhead and forward calls to the Twilio number when the desk does not pick up, or only in the evenings and at weekends, with the call forwarding your phone provider offers. The Standard plan includes 200 voice minutes a month and answers 5 calls at the same time; Pro includes 1,500 minutes and 10 calls at the same time. The plan finder helps you match a plan to your call volume.

Before any prospective client hears the agent, test it the way a skeptical partner would. Add the website, write the advice rule and the intake questions, and make free test calls in the browser from the Voice Agent page. Ask whether you have a case. Ask what a whiplash claim is worth. Give a phone number with a wrong digit and correct it. Ask for a divorce lawyer when the firm only takes injury work. Read each transcript, add a line to the rules wherever an answer was too loose, and call again. The voice agent guide explains each setting. When every answer sounds like your most careful intake person, connect the number.

Answer every new-matter call, and leave the legal advice to your attorneys

Add your firm's website, write the intake questions and the advice rule, and test the agent in your browser. Connect your number when the answers are right.