Practice Area · General Practice

AI intake and reception built for general practice firms

A will on Monday, a car accident on Tuesday, a landlord on Wednesday. Reflekt Legal answers every one, identifies the practice area, asks the questions that matter for it, and routes to the attorney who handles that work.

The Problem

One phone line, a dozen kinds of matter

A general practice cannot script one intake for everything. The questions that qualify a personal injury caller are useless for an estate planning caller, and a receptionist who asks the wrong ones wastes the attorney’s time on the callback.

Every matter type needs its own questions

Date of injury, date of service, date of death, closing date: each practice area has its own facts and its own deadline. Generic message-taking captures none of them.

Small firms cannot staff the phones around the clock

A solo or small general practice has the same after-hours callers a large firm does and no one to answer them. Each missed call is a matter that goes to whoever picked up.

Routing depends on who handles what

One attorney takes family matters, another takes real estate, and some matters the firm refers out. The receptionist has to know the map.

Captured at Intake

What's captured on a general practice intake call

The AI receptionist identifies the practice area first, then follows the script your firm sets for that area.

The practice area

What kind of matter the caller has, identified from a short description and confirmed, so the right script runs.

The facts that matter for that area

Injury and treatment for a personal injury call, family and assets for an estate call, property and closing date for a real estate call, and so on, in the order your firm sets.

The deadline

Court date, notice date, closing date, or limitations concern, whichever applies, so urgent matters are flagged.

Parties for the conflict check

Every party named on the call, whatever the matter type, so a conflict check can run before the consultation is booked.

How It Works

How a general practice firm's calls are handled

One receptionist, many scripts. The caller gets the right questions and the attorney gets the right matter.

Step 1

Answer every call, at every hour

Every caller reaches a professional answer at any hour, and the receptionist identifies the kind of matter in the first minute.

See After-Hours Answering

Step 2

Qualify the matter and capture the parties

The script for that practice area runs: the facts, the deadline, and the parties, in your firm's order. Matters the firm does not take are referred the way you instruct.

See AI Legal Intake

Step 3

Book the consultation

The consultation is booked with the attorney who handles that practice area, with urgent matters given the earliest slot your firm allows.

See Legal Appointment Scheduling

Step 4

Write the matter into your software

The intake lands in your case management system as a matter tagged with its practice area, with structured fields the attorney can read before the meeting.

See Call Summaries & CRM Sync

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

Answer people in financial distress at the hour they call, capture debts, income, and the garnishment or foreclosure date driving the urgency, and book the consultation before they call the next firm.

See Bankruptcy

Real Estate

Answer buyers, sellers, agents, lenders, landlords, and tenants, capture the property, the transaction stage, and the closing or court date, and route each call to the attorney or paralegal on the file.

See Real Estate

Business Law

Answer founders and business owners about formation, contracts, disputes, and compliance, capture the entity, the counterparty, and the deadline, and route existing clients to the attorney who knows them.

See Business Law

Civil Litigation

Answer plaintiffs and defendants in contract, property, and business disputes, capture whether a suit has been filed or served and the response date, and route calls on open cases to the trial team.

See Civil Litigation

Elder Law

Answer adult children and caregivers calling about a parent, capture the care situation, existing documents, and the discharge or admission date driving urgency, and book the family consultation.

See Elder Law

Intellectual Property

Answer inventors, creators, and brand owners, capture the type of IP, its registration status, and the office action or infringement deadline, and route existing clients to the attorney on their portfolio.

See Intellectual Property

Administrative Law

Answer professionals facing a licensing board, businesses facing an agency action, and applicants appealing a denial, capture the agency, the notice, and the appeal deadline, and book the consultation in time.

See Administrative Law

Looking for another practice? See every practice area Reflekt Legal supports.

General Practice reception and intake questions, answered

How many practice areas can one receptionist handle?

As many as your firm practices. Each area has its own script and routing rule, and the receptionist identifies which one applies from what the caller says. See the practice areas page for the areas Reflekt Legal already has scripts for.

What happens with a matter the firm does not take?

The way your firm instructs. Typically the receptionist captures the caller’s details and the matter type and either refers the caller to a firm you designate or takes a message for the attorney to decide.

Does it run a conflict check?

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.

Which case management systems does it write into?

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.

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

Every caller answered. Every matter sorted to the right attorney.

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