AI Receptionist

What is AI Receptionist?

The AI Receptionist is a voice-powered AI assistant that can handle phone calls for your firm. It can:

• Answer inbound calls 24/7
• Make outbound calls to clients
• Collect information from callers
• Schedule appointments
• Transfer calls to team members when needed
• Provide case status updates

Inbound Calls

When a client calls your firm, the AI Receptionist can:

Greeting and Identification

The AI greets callers professionally and identifies who is calling. If the caller is an existing client, the AI can access their case information to provide personalized assistance.

Information Collection

For new callers, the AI can collect important information such as:

• Name and contact information
• Reason for calling
• Case details
• Urgency level

Call Transfer

The AI can transfer calls to team members based on availability and the caller's needs. You can configure transfer rules in your settings.

Outbound Calls

The AI Receptionist can also make outbound calls to clients. This is useful for:

• Appointment reminders
• Case status updates
• Document collection follow-ups
• Check-in calls

Making an AI Call

To initiate an AI call to a client:

1. Open the client's case
2. Click the AI Call button
3. Select the purpose of the call
4. Click Start Call

The AI will call the client and handle the conversation based on your configured prompts.

Call Analytics

All AI calls are recorded and analyzed. You can view:

• Call transcript — Full text of the conversation
• Call summary — AI-generated summary of key points
• Sentiment — How the caller was feeling (positive, neutral, negative)
• Duration — How long the call lasted
• Outcome — Whether the call was successful

Viewing Call History

To view call history:

1. Go to the AI Calls tab
2. Browse or search for calls
3. Click on a call to view details

Configuring Your AI

You can customize how the AI Receptionist behaves:

Voice and Personality

Choose the voice and tone that best represents your firm. Options include different voices and speaking styles.

Prompts and Instructions

Provide instructions to the AI about how to handle calls, including:

• Greeting message
• Information to collect
• Questions to answer
• When to transfer calls

Best Practices

• Test your AI — Make test calls to ensure the AI is responding correctly
• Review calls regularly — Listen to calls to identify areas for improvement
• Update prompts — Refine your instructions based on real call outcomes
• Set up transfers — Ensure important calls can be transferred to team members