Practice area · Business Law
AI intake and reception built for business law firms
Owners call between meetings about a contract, a dispute, or a company they need formed by Friday. Reflekt Legal answers, captures the entity and the matter, and routes existing clients to the attorney who handles them.
The problem
Business clients expect the responsiveness they give their own customers
A business law practice is judged on speed and on knowing the client. A new owner who reaches voicemail assumes the firm is too busy; an existing client who has to re-explain who they are assumes the firm does not care.
Matters arrive with a business deadline attached
A contract that has to be signed, a demand letter with a response date, a filing due to the state. The caller already knows the date; the intake has to capture it.
Existing clients want their attorney, not a mailbox
Business clients build a relationship with one partner. When they call the main line and get a general voicemail instead of that attorney or their team, the relationship weakens.
Conflicts are common and costly
Businesses in the same market, counterparties to the same contract, partners in the same company. A matter opened before the parties are checked is a problem discovered late.
Captured at intake
What's captured on a business law intake call
The AI receptionist follows your firm's new-matter script for businesses and records what the attorney needs before the first meeting.
The business and the caller
Company name, entity type and state if formed, the caller's role, and whether the company is already a client of the firm.
The matter
Formation, contract drafting or review, a dispute, an employment or regulatory compliance question, a transaction, or general counsel work.
Counterparties and deadlines
The other party to a contract or dispute, any demand or notice received and its response date, and any filing or signing deadline.
Parties for the conflict check
The company, its owners, and every counterparty named, so a conflict check can run before the consultation is booked.
How it works
How a business law firm's calls are handled
New businesses and existing clients get different paths, and the receptionist knows which is which.
Step 01
Answer every call, at every hour
Owners call early, late, and between meetings. Every caller reaches a professional answer, and existing clients are recognized.
Step 02
Qualify the matter and capture the parties
The company, the matter, the counterparties, and the deadline are captured in your order, and every party is recorded for the conflict check.
Step 03
Book the consultation
New matters are booked with the right attorney for that kind of work; deadline-driven matters get the earliest slot your firm allows.
Step 04
Write the matter into your software
The intake lands in your case management system as a matter with structured fields, and calls on existing files are summarized into them.
FAQ
Business Law reception and intake questions, answered
Can it route an existing client to their attorney?
Does it handle general counsel and compliance questions?
Does it run a conflict check?
Which case management systems does it write into?
Looking at the bigger picture?
More practice areas
The same intake discipline for every kind of matter
Each practice area has its own qualification questions, deadlines, and routing. Reflekt Legal follows a script built for each one.
Bankruptcy
Captures debts, income, and the garnishment or foreclosure date, then books the consultation.
Real Estate
Handles buyers, sellers, agents, and tenants, and routes each call to the attorney on the file.
Civil Litigation
Captures whether a suit was filed or served and routes open-case calls to the trial team.
Elder Law
Answers families in a care crisis and books the Medicaid, guardianship, or care-planning consultation.
Intellectual Property
Captures the mark, work, or invention and the filing or infringement question.
Administrative Law
Captures the agency, the notice or hearing date, and what is at stake, then routes the call.
General Practice
Sorts every kind of caller into the right practice area with the right questions.
Every practice area
Looking for another practice? See every practice area Reflekt Legal supports.
Every owner answered. Every counterparty checked before the matter opens.
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