Every new-client call answered — day or night
Prospective clients call when they're in trouble, and they call the firm that picks up first. ChatAgentix answers 24/7, screens and intakes the matter, books the consultation, and routes by practice area — in your firm's voice, and it never gives legal advice.
- Answers new-client calls 24/7 — including after hours and weekends
- Screens and intakes the matter with the details you need
- Books consultations onto your calendar
- Routes callers by practice area to the right attorney
- Never provides legal advice — captures and escalates instead
Try website chat free · Compare plans and limits
What happens on every call
Answers any hour
Picks up new-client calls on your existing number, including nights and weekends.
Screens the matter
Identifies the practice area and gathers the basics you need to triage.
Intakes the details
Captures the caller's information and matter details for conflict checks and follow-up.
Books the consultation
Schedules onto your calendar and routes to the right attorney by practice area.
Stays in its lane
Answers process and fee FAQs from your info — and never offers legal advice.
Confirms & escalates
Texts a confirmation, logs everything, and escalates sensitive matters to an attorney.
Attorney questions
- Does it give legal advice?
- Never. It is strictly an intake and scheduling assistant. It captures the matter, books the consultation, and routes to an attorney — it does not answer legal questions or offer advice.
- Can it handle intake for different practice areas?
- Yes. It identifies the practice area, gathers the basics you specify for triage, and routes the caller to the right attorney.
- What about conflict checks?
- It captures the caller and matter details you need so your team can run conflict checks before the consultation — it doesn't clear conflicts itself.
- Is it confidential?
- Intake details and conversations are stored securely and scoped to your firm. It's white-labeled, so callers only ever hear your firm.
- Will it sound like my firm?
- Yes — professional and in your firm's voice. Callers never hear any AI-vendor branding, and you can review recordings of every call.
- How fast can we go live?
- Most firms are live the same day. Configure your practice areas, intake questions, and consultation availability, point your number over, and you're answering.
- What should I check before paying for an AI receptionist?
- Test your own opening hours, service questions, booking rules and handoff instructions. Compare the current plan's included text messages and voice minutes separately, and check paid integrations or industry modules before upgrading. The free website-chat allowance is not a free production phone plan.
- Can I keep a person in control?
- Yes. Configure what the agent may answer or do, when it should escalate, and who should review requests. Test those rules before launch. An agent cannot approve an exception or promise a booking just because a customer asks for it.
- Will it work with my current calendar and business tools?
- Check the integrations page for your actual provider, then connect and test it. A conversation demo is not proof that your calendar, phone number or payment account is connected. Booking and payment actions require the appropriate setup and permissions.
- What information should I put in the agent's knowledge base?
- Start with approved services, prices, opening hours, service areas, cancellation policies and escalation contacts. Keep it current, and do not add passwords, payment-card details or unnecessary sensitive customer information. Regulated businesses should review their privacy, contractual and access-control requirements before launch.