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 01
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.
Step 02
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.
Step 03
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.
Step 04
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.
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.
Business Law
Captures the entity, counterparty, and deadline, and routes clients to the attorney who knows them.
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.
Every practice area
Looking for another practice? See every practice area Reflekt Legal supports.
FAQ
General Practice reception and intake questions, answered
How many practice areas can one receptionist handle?
What happens with a matter the firm does not take?
Does it run a conflict check?
Which case management systems does it write into?
Looking at the bigger picture?
Every caller answered. Every matter sorted to the right attorney.
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