You were in a hearing when the best case of the month rang
Potential clients call you once. GreetKeeper answers, runs the intake questions you wrote, checks for a conflict by name, and books the consultation you'd otherwise have lost.
Caller
“I was rear-ended on the Parkway two weeks ago, the other driver's insurer keeps calling me, and I don't know if I should be talking to them.”
What happened next
- Ran intake: date of collision, treating provider, insurer contacting the caller
- Checked the names given against the conflicts list, no match found
- Booked a free consultation Thursday 4:00pm, calendar invite sent
Intake is won in the first call or not at all
Someone just injured or served with papers rings three firms in an afternoon. Whichever one answers gets the meeting, and the other two never hear about it.
Your day is structured around being unavailable. Hearings, depositions, client meetings, drafting time you have to defend. Whether you're solo or four attorneys, you can't keep someone on reception purely for the hours your phone might matter.
Voicemail is worse than a missed call here. A caller who has to explain a wrongful termination to a recording usually decides not to, and a competitor with a receptionist gets the story instead. One retained matter is worth more than anything you'd spend answering your phone for a year.
GreetKeeper answers with your greeting, works through your intake sheet in order, and writes down what your caller said in their own words rather than a summary somebody typed from memory.
Your intake sheet, read out loud, in order
The questions are yours, per practice area. What you get from the system is that it asks all of them, every time, at eleven at night.
Establish the matter type
Personal injury, family, criminal defense, employment, estate. It routes on the answer, because your custody caller and your slip-and-fall caller need different questions and sometimes different attorneys.
Capture the dates
Date of the incident, date served, date of the hearing. Limitation periods are the detail your caller mentions once, and a transcript carrying the date beats a note that says 'a while back'.
Run the conflict names
It collects the names of the other parties and checks them against the list you maintain. A match stops the intake and flags it, rather than booking you a consultation you'd have to unwind.
Book or decline politely
A matter you don't take gets the referral wording you wrote, never an improvised opinion. A matter you do take gets a slot in your calendar and a confirmation.
Getting intake into your case system
Your practice management platform is the weak point across this whole category. These are the real states.
| Tool | How it connects | What that means |
|---|---|---|
| Google Calendar | Writes directly | Direct write. The consultation lands on the attorney's own calendar. |
| Outlook Calendar | Writes directly | Direct write, the same as Google. |
| Clio | Through Zapier | Through Zapier. Our webhook is caught by a Zap, which takes a paid Zapier plan. The intake arrives as a contact and a matter for you to accept. |
| MyCase | Through Zapier | Through Zapier, same shape as Clio. |
| PracticePanther | Through Zapier | Through Zapier, as a contact and a task for whoever runs intake. |
| Filevine | Not yet | Not verified, so it is listed as not verified. |
Compare it to one retained matter, not to a salary
Answering services in your market sell per call and lean on legal specialism. Here's the arithmetic without the pitch.
| Plan | Monthly | Calls included | After that |
|---|---|---|---|
| StarterFor a single location taking calls one line at a time. | $49 | 200 | $0.45 per call |
| ProfessionalBooking, routing and transfers included, not an add-on. | $149 | 750 | $0.35 per call |
| ScaleFor busy phones and longer opening hours. | $349 | 2,000 | $0.25 per call |
Starter covers 200 answered calls for $49 a month, then 45 cents a call. If you're running advertising, especially personal injury, you'll be on Professional at $149 for 750 calls, then 35 cents each, and you'll see the overage rate printed rather than discovering it on an invoice.
Smith.ai is the incumbent in legal and prices around $150 for its Pro tier per call as of September 2026, with trained human receptionists and deep practice-management integration. If you want a person doing your intake, they win that comparison and we'll say so.
It is not permitted to give advice, and neither are we
What attorneys ask
Will it accidentally give legal advice?
Your script is built so it can't answer substantive questions. A caller asking whether they have a case gets a consultation offer and nothing else. It hands over rather than guessing, and your transcript shows where.
Can it run a conflicts check?
It collects the names of the other parties and checks them against a list you keep current. A hit stops the intake and flags it. Treat it as a first filter, not as a substitute for the check your firm runs before engagement.
Does it integrate with Clio?
Through Zapier, as a contact and a matter for you to accept. Only your Google Calendar or Outlook takes a direct write, and nothing here creates a signed engagement.
What about a caller who is in distress?
You write that rule. Most firms route anything involving immediate danger straight to a mobile or to wording they want read out, rather than carrying on with an intake questionnaire.
Do I have to tell callers it is an AI?
In Utah, yes, verbally and at the start, because law is a regulated occupation there. Maine requires clear notice in trade generally. Our disclosure and recording page covers how you configure the announcement.
Other professional offices
Hear it run your intake sheet
Your questions, your conflict list, two minutes.