Missed calls
Most firms don't pick up
In secret-shopper tests, only 40% of law firms answered the phone, down from 56% in 2019.
Source: Clio Legal Trends Report, 2024
A potential client who reaches voicemail often calls the next firm on the list. Your AI assistant answers every call, runs the same intake questions every time, and never gives legal or financial advice.
Demand is growing, and customers expect a fast answer. Here's what the research shows.
Missed calls
In secret-shopper tests, only 40% of law firms answered the phone, down from 56% in 2019.
Source: Clio Legal Trends Report, 2024
Growing demand
Accountant and auditor jobs are projected to grow 5% from 2025 to 2035, faster than average.
Source: U.S. Bureau of Labor Statistics, Occupational Outlook Handbook, 2025–35 projections
Missed calls
82% of people say they'll call a competitor if you don't pick up. Fewer than half say they'd leave a voicemail.
Source: CallRail survey of 1,000 U.S. consumers, September 2025
Every missed call is a customer you already paid to reach. These are the moments it happens most.
People often reach out in the evening, right after something happens.
Different staff ask different questions, and key details get missed.
Existing clients, opposing parties and new inquiries all hit the same line.
Tax season and filing deadlines bring call spikes the office can't absorb.
An assistant that sounds natural, knows your business and tells callers up front that it's AI.
It asks the questions you choose in the same order, every call.
Existing clients can be sent to their attorney, accountant or agent.
It's set up to never give legal, tax or financial advice, only to collect details.
Name, contact info and the general nature of the matter for your team to review.
Every call is summarized so your team can decide on next steps quickly.
Evening and weekend inquiries get a response instead of voicemail.
A professional website with clear practice-area pages helps clients find you, and simple tools can track intake from first call to engagement.
No. It's set up to never give advice. It collects basic details and gets them to your team.
We set it up to collect only the general information needed for a callback, and we talk through your requirements before we build.
It can collect the names you need for a conflict check as part of intake, so your team can run it before calling back.
Call our own AI assistant and talk to it like one of your customers would. Then tell us what's slipping and we'll get back to you personally within one business day.