Not every enquiry belongs to the same practice area.
Capture a broad matter type and jurisdiction to help the intake team review fit.
CALLMINDED FOR LEGAL SERVICES
An AI receptionist for law firms.
A useful first contact without a premature commitment.
Choose what the receptionist asks, what it can answer and what happens next. Explore a flow shaped around legal services.
Guided pilot. Each business approves and tests its flow before activation.
01 / THE CALL
“I need to speak to someone about a business contract.”
02 / YOUR QUESTIONS
Broad matterBusiness contractJurisdictionOntario, per callerClient statusNew enquiry
03 / YOUR NEXT STEPRequest for review
Firm intake team reviews and confirms.
Dashboard handoff · pilotFictional example. Your business sets the questions and limits.
WHY THE DETAILS MATTER
Different calls. Different decisions.
A consultation requires more than an open calendar.
Conflict review and the firm’s acceptance process must happen at the appropriate stage.
Callers may share a detailed case immediately.
Keep the first conversation within the firm’s approved intake boundaries.
WRITTEN CALL EXAMPLE · FICTIONAL DETAILS
Business-law enquiry · intake review
See the caller’s request and the information prepared for your firm intake team. The brief includes details collected beyond this short excerpt.
The conversation
Caller
“I need to speak to someone about a business contract.”
AI receptionist
“I can take a callback request for intake. Which jurisdiction is the business in?”
Caller
“Ontario. I’m not an existing client.”
Close by confirming contact details and explaining that staff will review the request. This is an editorial example, not a customer recording. Any service prices are fictional business-menu examples, not CallMinded plan prices.
SAMPLE DASHBOARD REQUEST
Request for review
- Broad matter
- Business contract
- Jurisdiction
- Ontario, per caller
- Client status
- New enquiry
- Representation
- Not accepted · intake review needed
- Caller / callback
- Riley Morgan · +1 202 555 0142
- Status
- Needs staff review
Next action · Firm intake team
Have the firm’s intake team review fit and follow its conflict-check process.
Current pilot handoff is in the dashboard. No calendar, email or SMS action is triggered.
YOUR BUSINESS SETS THE RULES
Start with a workflow.
Make it yours.
These are example choices for a setup discussion. You approve the questions, answers and handoff, then review test calls before activation.
Explore business controls →Legal servicesIllustrative configuration · no live settings
- Collect
- Minimal administrative context
- Advice
- Refer to authorized firm staff
- Next step
- Intake and conflict review
Questions to include in your call flow
- Broad matter category
- Relevant jurisdiction, as stated
- New or existing client?
- Preferred callback details
- Any caller-stated time constraint
Answers you approve
Explain approved practice areas, consultation policies and office information.
Decisions your team keeps
No legal advice, conflict clearance, representation acceptance or deadline calculation. The firm defines what can be collected before conflict review.
THE NEXT SYSTEM IN YOUR WORKFLOW
A prepared brief, with a path to your existing tools.
A future legal CRM connection must preserve the firm’s intake and conflict-check stages before consultation confirmation.
CRM and scheduling connections are planned. Tell us the app you use so we can assess the connection, required fields and approval rules.
See the integration approach →- 1Request for reviewPilot
Collect the agreed details in the pilot dashboard.
- 2Your scheduling app or CRMPlanned
Match the customer, service and your approval rules.
- 3Created record → verified handoffPlanned
Save the request in your app and show anything that needs attention.
A PRACTICAL START
Keep your number. Start with one call type.
Choose the flow, approve your business facts and review test calls together. Carrier forwarding and fallback are verified before activation.
Explore another workflow.
Research behind this example
These workflows are our design interpretation of industry documentation. They are not performance claims, endorsements or proof of a CallMinded integration. Reviewed September 29, 2026.
A FEW GOOD QUESTIONS
Before you get started.
Can it accept a new matter for the firm?
No. It can prepare an enquiry for staff. Conflict checks, fit and acceptance remain part of the firm’s process.
Can I limit the detail callers are asked to share?
Yes. Define minimal intake questions and approved wording so the first call does not become a detailed case interview.
YOUR NEXT STEP
Let’s make the next
conversation count.
Tell us where call handling gets in the way of your day.