Reflekt Legal

Practice area · Civil Litigation

AI intake and reception built for civil litigation firms

A defendant who was just served and a plaintiff who has run out of patience call the same number. Reflekt Legal answers both, captures the dispute and the dates, and routes calls on open cases to the team trying them.

Captured at intake

What's captured on a litigation intake call

The AI receptionist follows your firm's script for new disputes and records what the attorney needs to evaluate the case.

  • The dispute

    Type of matter (contract, business, property, construction, defamation, other), a short account of what happened, and the amount or relief at stake.

  • Where the case stands

    Whether a demand has been sent or received, whether a suit has been filed, the court and case number, and the date and manner of service.

  • Dates and limitations

    Response deadline, any hearing already set, and when the underlying events happened, so limitations questions surface early.

  • Parties and evidence

    Every party and their counsel for the conflict check, and whether contracts, correspondence, or other documents exist.

The problem

The response date does not care who is in trial

Litigation firms are hardest to reach exactly when they are busiest. A served defendant calling during a trial week still has the same number of days to respond.

Served defendants call with the clock running

The response deadline was fixed the day the complaint was served. A voicemail left on Friday is a Monday problem with fewer days left.

Plaintiffs need to know if the case is worth taking

A contract, property, or business dispute needs facts before an attorney can say yes: the amount, the evidence, the limitations period. Unstructured intake leaves the attorney to gather it on the callback.

Court, opposing counsel, and clients interrupt trial prep

Scheduling calls from the clerk, deposition dates from opposing counsel, and anxious clients all land on attorney lines and break concentration for a message a receptionist could take.

How it works

How a litigation firm's calls are handled

New disputes, open cases, courts, and opposing counsel each get the path your firm defines.

Step 01

Answer every call, at every hour

Served defendants, frustrated plaintiffs, clerks, and opposing counsel all reach a professional answer at any hour, including trial weeks.

Step 02

Qualify the matter and capture the parties

The dispute, its status, the dates, and every party are captured in your order, so the attorney can evaluate the case from the record.

Step 03

Book the consultation

Matters with a response date get the earliest consultation your firm allows; the rest are booked into the litigation calendar.

Step 04

Write the matter into your software

New matters and calls on open cases land in your case management system as structured summaries the trial team can read between hearings.

FAQ

Civil Litigation reception and intake questions, answered

It captures the case caption, court, the date and manner of service, and the response deadline, flags the matter as time-sensitive under the rule your firm sets, and gets the caller the earliest consultation or a live attorney if the firm wants that.
Yes. It identifies the case, takes the proposed dates or question, and delivers a structured message to the attorney or paralegal on the file, or transfers live when they are available.
It captures every party named on the call and screens them against the rules your firm sets, so a potential conflict is flagged before the consultation is booked. The attorney makes the final call; the receptionist makes sure the names are there to check.
Reflekt Legal syncs with Clio, Filevine, Litify, MyCase, Lawcus, Lead Docket, and the other systems listed on the integrations page. Intake answers and call summaries land in the matter as structured fields rather than a voicemail or an email to re-key.

Every served defendant answered. Every response date captured.

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