Guide

AI receptionist for law firms

An AI receptionist for law firms is not a robot voice pretending to be you. In practice it is a set of small routines: reply to every missed call or message within a minute, ask the questions you would ask (type of matter, jurisdiction, urgency, conflicts check details), and put a booking request in front of you.

What to hand to an agent first

  • Missed-call text-back

    Every missed call gets an immediate text so the person doesn't call the next business on the list.

  • Intake questions

    Collect the basics you always need: type of matter, jurisdiction, urgency, conflicts check details.

  • Booking requests

    Offer your real open slots and hold a request for you to confirm.

  • Consult booking

    Offer consult slots and send intake forms.

Ready-made use cases

  1. 01Missed-call text-back that books the job
    Every missed call gets an instant text that qualifies the lead and offers a booking link.
    ~6h/week · estimate
  2. 0224/7 FAQ support in your voice
    The agent answers common customer questions from your docs and hands off anything tricky.
    ~8h/week · estimate
  3. 03Appointment reminders that cut no-shows
    The agent confirms appointments the day before and handles reschedules.
    ~3h/week · estimate
  4. 04Client onboarding on autopilot
    When a client pays, the agent sends the welcome pack, intake form and kickoff booking link.
    ~2h/week · estimate
  5. 05Inbox triage with drafted replies
    The agent sorts your inbox into reply / FYI / ignore and drafts replies in your voice for you to approve.
    ~5h/week · estimate

Example: Grok Bot setup

Grok Bot routine: Missed-call text-back that books the job
Schedule: Always on (missed calls)

When I miss a call, text the caller within 1 minute: apologize, ask what they need, and offer two booking times from my calendar. Log the lead and notify me with a summary.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

Grok Bot, ChatGPT, Claude and n8n versions: all templates

Keep these human

  • Never give legal advice; intake only, and run conflict checks yourself.
  • Start in draft mode: the agent prepares, you approve, then you loosen the leash routine by routine.

FAQ

What should an AI agent do first for law firms?

Missed-call text-back: Every missed call gets an immediate text so the person doesn't call the next business on the list. Intake questions: Collect the basics you always need: type of matter, jurisdiction, urgency, conflicts check details. Booking requests: Offer your real open slots and hold a request for you to confirm.

What should stay human?

Never give legal advice; intake only, and run conflict checks yourself. Start in draft mode: the agent prepares, you approve, then you loosen the leash routine by routine.

Is there a ready-made template?

Yes. Start with "Missed-call text-back that books the job": copy-ready Grok Bot, ChatGPT, Claude and n8n templates are at https://whatshouldmybotdo.com/use-cases/missed-call-text-back#templates.

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