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, captures every party's name for your conflict check, 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
- Spelled back the other driver's name for the conflict check
- Booked a free consultation Thursday 4:00pm on the attorney's calendar
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 reads them back to confirm the spelling. Those names sit at the top of the summary, so your conflict check runs before the consultation does.
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 calendar takes the consultation directly, and your case system gets the intake through our webhook. Here's each route.
| 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 | Email or webhook | The intake arrives as a transcript and summary for whoever opens the matter. |
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 its $150 Pro plan works out around $2 a call as of September 2026. GreetKeeper's Professional plan answers 750 calls for $149, runs your intake sheet in order at any hour, and prints its overage rate.
Set the boundaries your bar expects
It doesn't answer legal questions, estimate case value, or tell your caller whether they have a claim. Unauthorised practice of law is your bar problem, so the script is written to collect facts and book time rather than opine on them.
Utah requires a prominent spoken disclosure at the start of the call for regulated occupations, and law is one of them, so turn the announcement on if you practise there. Maine requires clear notice that your caller is dealing with an AI in trade generally.
Privilege is your call, not ours. Everything your caller says is transcribed and stored, so settle with your own risk counsel what the script asks for before you forward the line. Scope it to the facts you need to book a consult.
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 help with a conflicts check?
It collects the other parties' names, reads them back to confirm the spelling, and puts them at the top of the summary. Your firm's own check then runs on clean names before anyone is booked in front of an attorney.
Does it integrate with Clio?
Through Zapier, as a contact and a matter for you to accept. Google Calendar and Outlook take a direct write, so the consultation lands on the attorney's calendar during the call.
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.