01
Screen new matters without giving advice
Matter type, urgency, and conflict prompts your firm defines - never legal advice on the call.
app.receptly.app
AI Receptionist for Legal Services
Receptly screens new matters 24/7 - capturing case type, urgency, and conflict details - so your attorneys stay focused on billable work.
The intake desk reality
Every missed call is a matter that booked elsewhere.
Firms lose new matters to voicemail, burn intake staff on routine screening, and leak after-hours demand. Receptly screens and books consults - so attorneys stay on billable work.
01
Missed new-matter calls
Prospects who cannot get through call the next firm. Every unanswered ring is intake walking away.
02
Intake desk overload
Staff juggle screening, calendars, and conflict questions at once. Important callers wait - or hang up.
03
After-hours leakage
Evenings still bring new matters. Voicemail does not convert them into booked consults.
04
Incomplete screening notes
Without structured intake, attorneys inherit thin voicemails instead of conflict-ready summaries.
app.receptly.app/legal-services
Media slot - replace with an intake UI still
See it
From first ring to a screened consult booking.
Watch matter-type screening, conflict prompts, and calendar booking - never legal advice on the call.
Workflows
Built for how a firm intake line actually runs.
Screening, consult booking, structured notes, and warm transfer - front-desk scope only. Scroll each stage; the mockup stays with the story.
02
Book consults on live calendars
Intake and attorney slots land where the desk already looks - with SMS confirm.
app.receptly.app
03
Structured notes attorneys can trust
Caller summary, matter category, and urgency attached before the consult starts.
app.receptly.app
04
Warm transfer for priority matters
Escalate time-sensitive calls to intake or an attorney with context already attached.
app.receptly.app
Matter intake
Practice-group paths your firm defines.
Different matter types get different screening questions - then a consult hold or warm handoff. Never legal advice.
Personal injury
Capture incident basics, urgency, and contact details for attorney review.
Family law
Matter type, timeline sensitivity, and preferred consult windows.
Business / corporate
Entity type, issue category, and routing to the right practice group.
Estate & probate
Document status questions and consult booking - no advice on the call.
How it works
Live in about three to four days.
A short path from screening scripts to a live AI receptionist - with checkpoints, not hand-waving.
01
Define screening scripts
Matter types, disclaimers, and escalation rules tuned to your intake desk.
02
Connect calendars
Consult slots land where attorneys and intake already look.
03
Forward the line
Main or overflow number points at Receptly - keep your carrier.
04
Go live in about 3-4 days
Test real intake scenarios, then flip the switch. Your AI receptionist screens while attorneys stay on billable work.
Trust & compliance
Intake screening - never legal advice.
Security, audit-friendly logs, and firm-defined scripts are platform capabilities - not a consulting upsell. Optional setup help is available when you want us to configure it with you.
- Screening and intake only - never legal advice
- Conflict and matter-type questions your firm defines
- Encryption in transit and at rest
- Audit-friendly call and intake logs
Proof
What intake desks feel after go-live.
Illustrative outcome
~40%
fewer missed new-matter calls
Pattern for after-hours and overflow coverage once live - not a named customer claim.
“New PI calls used to hit voicemail at lunch. Receptly screens matter type and books the consult - attorneys walk in with a clean summary, not a scavenger hunt.”
Integrations
Works with the calendars and practice tools your desk already opens.
Calendar-first consult booking plus common practice-management connections. Exact connectors depend on your stack - we map that during setup.
Ways to get started
Start with the platform. Add help only if you need it.
Most firms run Receptly themselves after a short setup. Implementation help is optional.
Do it yourself
Run Receptly for your firm
Answer, book, and follow up 24/7. You configure the workflows; we keep the platform working.
- Live in about 3-4 days
- Monthly or yearly plans
- Keep your existing phone number
Done with you
Set it up with us
We connect calendar, CRM, and phone rules, then test against real call scenarios before go-live.
- Scoped onboarding
- Telephony and calendar wiring
- Handover your team owns
Done for you
When you need more than the phone
Optional help for deeper workflow automation and training - only when the platform alone is not enough.
- Workflow automation
- Team workshops
- Custom integrations
Get Started
Let's talk about your workflows
Book a discovery call or send us a message. We'll get back to you within one business day.
30 minutes to explore your automation opportunities. No pitch, no pressure—just a focused conversation about your workflow challenges.
- Identify high-impact automation opportunities
- Discuss your current tech stack
- Get a ballpark timeline and approach
Schedule a discovery call
Tell us about your goals, and we'll tailor our expertise to fit your needs. Fill out the form below, and we'll get back to you soon.
Frequently AskedQuestions
Receptly is a 24/7 AI revenue capture platform: it answers calls, books appointments, qualifies leads, and follows up across email, SMS, WhatsApp, Telegram, and chat — all in one dashboard configured for your industry.