Reflekt Legal

Defense Firms · Employment Defense

AI intake and reception built for employment defense firms

An HR director with an agency charge, a general counsel with a wage-and-hour demand, an EPLI adjuster assigning a suit. Reflekt Legal answers each one, captures the charge and deadline facts, and routes to the attorney who knows that client.

The Problem

Employer clients call when something has already gone wrong

Employment defense work arrives as a charge, a demand letter, a complaint, or an investigator on the line. The client is stressed, the response window is set, and the firm's first impression is whoever answers the phone.

Charges and complaints carry response deadlines

An agency charge, a wage-and-hour class complaint, or a demand letter arrives with a date attached. The employer usually calls the firm the day it lands, and a missed call is lost response time.

Every client has a preferred attorney

Employer clients build a relationship with one partner. When they call the main line and get a general mailbox instead of that attorney or their team, the relationship weakens.

Employees, investigators, and opposing counsel call the same number

A terminated employee looking for the company, an agency investigator, or plaintiff's counsel can all reach your front desk. Each needs a different, careful response, and none should reach the wrong person.

Captured at Intake

What's captured on a new employment matter

The AI receptionist follows your firm's new-matter script for employer clients and EPLI assignments and records what the handling attorney needs to calendar the response.

Employer and contact

Company name, the caller's role (HR, general counsel, owner), whether the company is an existing client, and the EPLI carrier and adjuster if the matter is a carrier assignment.

The charge, demand, or complaint

Type of matter (agency charge, demand letter, single-plaintiff suit, class or collective action, wage-and-hour audit), the agency or court, and the date received.

Response deadline and status

The date a position statement, answer, or response is due, whether the employer has already responded or communicated with the employee, and whether an investigator has made contact.

Parties for the conflict check

The employee or employees named, their counsel if known, and related entities, so a conflict check can run before the matter is opened.

How It Works

How an employment defense firm's calls are handled

Employers, carriers, employees, investigators, and opposing counsel each get the treatment your firm defines. The receptionist identifies the caller and follows the path.

Step 1

Answer at every hour

Employers call when they open the mail, including early mornings and evenings. Every caller reaches a professional answer instead of voicemail.

See After-Hours Answering

Step 2

Screen conflicts before the matter opens

Named employees, related entities, and opposing counsel are checked against your conflict rules before the file is accepted.

See Conflict & Jurisdiction Screening

Step 3

Route to the handling attorney

Calls from an existing employer client go to the partner or team that handles that client, with a live transfer when they are free and a structured message when they are not.

See Call Routing & Live Transfer

Step 4

Write the summary into the matter

Every call ends as a structured summary in your case management system, so the handling attorney sees what the employer, adjuster, or investigator said before returning the call.

See Call Summaries & CRM Sync

Employment Defense reception and intake questions, answered

The way your firm instructs it. Typically it does not discuss the matter, takes the caller's name and contact details, notes which employer they are asking about, and delivers a message to the handling attorney. Nothing about the client's position is shared.
Yes. It captures the carrier, adjuster, claim number, the insured employer, the charge or complaint, the agency or court, and the response deadline, runs the parties through your conflict rules, and delivers the assignment as structured data.
Yes. Calls about handbooks, a termination the employer is planning, or an audit are routed to the attorney for that client like any other matter. The receptionist captures the topic and urgency so the attorney knows what the call is about before returning it.
Reflekt Legal syncs with Clio, Filevine, Litify, MyCase, Lawcus, Lead Docket, and the other systems listed on the integrations page. New-matter data and call summaries land in the matter as structured fields rather than a voicemail or an email to re-key.

Looking at the bigger picture? See every practice area Reflekt Legal supports.

Every employer answered. Every deadline captured on the first call.

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