Features Built for Law Firms
After-hours intake that supplements your team, not replaces them. Every feature designed around attorney ethics, client confidentiality, and the way small firms actually operate.
Your intake receptionist is configured to match your firm's identity: your firm name, your greeting tone, your practice areas, your intake questions, your urgency triggers, and your preferred delivery channels. Nothing is one-size-fits-all. If you want the receptionist to ask a specific question or handle a specific scenario, we build it in.
Every caller is screened against your firm's qualification rules before an intake summary ever hits your phone or inbox. Practice area, geography, conflicts of interest, case type, opposing party, whether they are already represented - any criterion you define. Callers who do not match your criteria are handled politely by ClientLine and logged for your records, but you are not paged. You only see notifications for leads worth your time, so every intake you review is a real prospective client.
Greeting tone, practice areas, intake questions, urgency triggers, delivery channels, retention periods. Everything is configured to your exact specifications. If you want the receptionist to handle a specific scenario, we build it in.
All Features at a Glance
Your intake receptionist is configured to match your firm's identity: your firm name, your greeting tone, your practice areas, your intake questions, your urgency triggers, and your preferred delivery channels. Nothing is one-size-fits-all. If you want the receptionist to ask a specific question or handle a specific scenario, we build it in.
Every caller is screened against your firm's qualification rules before an intake summary ever hits your phone or inbox. Practice area, geography, conflicts of interest, case type, opposing party, whether they are already represented - any criterion you define. Callers who do not match your criteria are handled politely by ClientLine and logged for your records, but you are not paged. You only see notifications for leads worth your time, so every intake you review is a real prospective client.
Every completed intake generates a structured summary with caller name, phone number, email, matter type, urgency level, and conversation details. Delivered to your email and phone via SMS within seconds of the call ending.
When a caller's situation meets your defined urgency criteria (e.g., currently in custody, active warrant, court date within 24 hours), ClientLine can transfer the call directly to you or a designated attorney. No waiting until morning for the cases that cannot wait.
Intake data can be automatically pushed to your CRM so leads appear in your case management system without any manual data entry. Supports Clio, MyCase, PracticePanther, and other systems.
Most answering services bill per minute or per call, which means costs spike during busy months. ClientLine charges one flat monthly rate with no minute caps, no overage fees, and no surprises on your bill. Every call is covered, no matter how long.
ClientLine activates only during your designated after-hours window and turns off when your office opens. During business hours, your receptionist and staff handle calls as they always have. Weeknights, weekends, holidays - every after-hours call is answered. The highest-value personal injury and criminal defense calls often come after hours, when someone has just been in an accident or just been arrested and your front desk is closed.
Every layer of ClientLine's infrastructure carries a signed Business Associate Agreement. Our automation is fully self-hosted, meaning caller data never passes through third-party consumer platforms. We also sign a BAA directly with your firm.
Greeting tone, practice areas, intake questions, urgency triggers, delivery channels, retention periods. Everything is configured to your exact specifications. If you want the receptionist to handle a specific scenario, we build it in.