I need to speak with someone about a new matter.
Collect only the contact details, broad matter category, jurisdiction, and urgency questions the firm has approved before routing the enquiry.
For law firms
A cloud phone system built around law firm intake and client calls.
VoxiPlus combines call routing, voicemail, business SMS, and Voxi.ai in one cloud phone system. The firm can organize routine intake while legal advice, conflicts, deadlines, and representation stay with its approved human process.
The calls coming into the firm
A new matter and an existing client should not enter through the same door.
Give each caller a useful first response without asking one receptionist or general line to handle every situation.
I’m calling about my case.
Route the caller to the responsible attorney, assistant, department, voicemail, or fallback without restarting the intake process.
Where do I send these documents?
Handle approved administrative questions or send the caller to the person responsible for the next step.
A careful first handoff
The caller shares the basics once, then reaches the right person.
The phone system organizes the first steps. The firm decides what happens with the matter.
Start with the broad reason for the call
An IVR or approved Voxi.ai path separates new enquiries, existing clients, billing, appointments, and other administrative requests.
Collect only what the firm has approved
Ask for the limited details needed to route the call without inviting a full account of confidential, privileged, or sensitive facts.
Let the firm take over
Transfer the caller, notify the intake team, arrange a callback, send an approved SMS, or use the configured consultation workflow.
Intake without the phone chase
Attorneys can stay focused without leaving intake in voicemail.
Give prospective clients, existing clients, and administrative callers separate destinations with a clear fallback when the first person is unavailable.
Shared phone system
Customer activity
CallsRecent
TextsConnected
New enquiries reach intake
Use a dedicated number, menu option, queue, group, or limited Voxi.ai qualification route.
Existing clients reach the legal team
Route to the responsible attorney, assistant, department, voicemail, or fallback.
The next action stays visible
Keep the available call, voicemail, SMS, and contact history ready for the person following up.
Where the system stops
The phone system can organize intake. The firm still makes the legal decisions.
Voxi.ai should not give legal advice, assess the merits of a matter, perform a final conflict check, calculate deadlines, or imply that the firm has accepted representation.
Phone assistantOptional
📞 Missed call at 6:42 PMPicked up
“Asked about Saturday hours. Message taken.”
💬 Details sent to your team
Before the conflict check
Collect only the identifiers and intake fields the firm has approved. Do not imply confidentiality, clearance, or an attorney-client relationship.
When a deadline or urgent issue is mentioned
Use the firm’s human escalation or fallback without deciding whether the issue is legally urgent.
When the caller asks what they should do
Route the request to an attorney or approved human process instead of answering the legal question.
Before anyone calls back
Everyone can see who called and what still needs a reply.
Keep the intake handoff and administrative next steps visible to the people responsible for following up.
Call activity
Incoming calls24
Forwarded9
Messages4
Send a clear next step
Use approved business SMS for consultation details, callback expectations, office information, or document-delivery instructions.
Keep intake visible
Review available call, voicemail, SMS, and contact history before following up.
Review how calls move through the firm
Use reporting to review answered and missed calls, queues, routing outcomes, and follow-up activity.
Start with the controls that make the first handoff clearer.
Choose the phone features that match the firm’s hours, teams, and review process.
Questions, answered
Frequently asked questions
Practical answers about setup, call handling, and how this feature fits into VoxiPlus.
Can Voxi.ai decide whether the firm should take a case?
No. It can collect the limited intake details approved by the firm and route the enquiry. Matter acceptance, legal merit, conflicts, and representation decisions remain with the firm.
Can Voxi.ai perform a conflict check?
It can collect approved names or identifiers that help the firm begin its process, but it should not perform or announce a final conflict decision.
Can it answer legal questions?
It should be limited to approved administrative information and routing. Legal advice, deadline assessment, strategic guidance, and interpretation require an attorney or the firm’s approved human process.
Can consultations be scheduled?
Yes, when the native Voxiplan scheduling integration is configured for the firm’s consultation types, availability, and booking rules. A scheduled consultation does not imply matter acceptance or representation.
Can existing clients reach a specific person?
Yes. IVR, extensions, routing rules, ring groups, and transfers can connect callers to the relevant attorney, assistant, team, voicemail, or fallback.
Law firms
Make intake easier to navigate without automating legal judgment.
Map what the system may ask, where each call should go, and exactly when the firm’s human process takes over.
Incoming call
1 · New customerSales team
2 · Existing customerSupport
Closed hoursVoicemail → email