“Does your firm handle this type of work?”
Use your approved practice-area descriptions. Capture a name, agreed contact details, and a broad enquiry category if your firm permits it. Staff review fit and follow up.
BRENDA’S DESK · AI RECEPTIONIST FOR LEGAL PRACTICES
Present for clients.
Reachable for callers.
When your team is in a consultation, preparing a filing, or in court, give callers a first response. Capture consultation requests and route approved callbacks for your staff to review.
Explore the service without sharing confidential client or case information.
A FIRST RESPONSE WITH A CLEAR SCOPE
Capture the enquiry.
Let your team decide.
New callers need to know whether they can request a consultation. Existing clients may want a callback from the office. Your receptionist can use approved public practice information and collect a limited request.
Define which topics the assistant may ask about, who receives a handoff, and when a staff member must take over. Caller ID does not authorize access to private client or matter records.
EXAMPLE CALL FLOWS · YOUR PRACTICE SETS THE RULES
One conversation.
A clearer next step.
“Please ask the office to call me.”
Take a limited callback request or offer an approved staff transfer. Do not disclose matter updates or infer identity from the incoming phone number.
“I need to reach someone today.”
Follow the firm’s approved handoff instructions and record the stated urgency. Staff assess deadlines and decide the next action; the assistant does not promise a response time.
Set intake boundaries before deployment.
The receptionist does not provide legal advice, perform conflict checks, accept representation, or establish an attorney-client relationship. Agree confidentiality wording, limited intake questions, provider processing, and staff escalation with your firm before use.
A BETTER FIRST CONVERSATION
Keep your attention
where it’s needed.
Share your practice type, call volume, and intended handoffs.
Please leave confidential case details out of your enquiry.