Call Routing & Live Transfer

Route every call with case context, not guesswork

Your AI receptionist identifies caller intent, retrieves case context, and routes or resolves calls in real time so teams stay focused.

The Visibility Problem

Money Lost in Your Reception Call Queue

A quick status call is a time sink when teams must manually triage every call.

Calls from existing clients, adjusters, vendors, and spam are clogging your lines while new potential cases are stuck on hold.

Untracked non-intake call volume

Many firms discover that a large share of inbound calls come from adjusters, providers, and vendors, not new leads.

Manual caller triage

Staff spend time identifying the caller, finding the right case, and deciding where the call should go.

Operational blind spots

When calls are bounced around, firms lose visibility into which cases generate the most inbound friction.

How It Works

Built for real-time call decisions

The AI receptionist will conversationally identify the caller type, look up the case context, determine whether to route or take a note, all in real time.

Spam Screening

Spam and robocalls never reach your team

Screening happens on the line, so the only calls your staff pick up are the ones worth picking up.

Intent identified before anyone is interrupted

The AI receptionist conversationally identifies who is calling and why before a single call reaches your team.

No legitimate purpose, no transfer

Spam and robocalls with no legitimate purpose are screened out on the line and are never transferred to staff.

Real callers still get through with context

Clients, adjusters, and providers are routed to the right person with case context, exactly as they should be.

What This Unlocks

Speed, accuracy, and operational clarity

Firms process calls faster, preserve context, and gain visibility into where time is actually spent.

Faster, cleaner handoffs

Calls reach the correct person with context instead of repeated transfers and cold starts.

Less internal interruption

Routine updates can be captured without pulling case managers away from active work.

Better caller experience

Adjusters and providers get quicker, more accurate responses, which improves trust in your process.

Real inbound visibility

Firms can finally see traffic mix, recurring request types, and where information bottlenecks occur.

Turn ringing phones into clear case progress

See Call Routing in Action