Court documents have just been served while you are in a hearing. Your receptionist records the parties’ names, the date shown on the document and the reason for the call. You receive an intake prioritized under your instructions, with deadline calculations left to you.
$49 CAD / month · 50 Standard calls · 1 local number
A demand letter, a served proceeding. She records the exact date printed on the document, as the caller reads it, and what the document says it is. The call rises under your rule. She does not work out the deadline and does not say whether it has passed.
She interrupts politely: the exact name of the other party, company designation included, before the facts. That is what protects you when the same company comes back from one file to the next.
While you are in a hearing, no transfer rings. The message waits for you to come out, the callback goes to the front of the queue, and the caller knows a call is coming rather than assuming nobody is working.
She captures the amount claimed early in the call. Below the threshold you set, she redirects honestly toward small claims rather than booking a consultation, saying that a lawyer does not argue that hearing.
She discloses nothing. She records the organisation, the court file number, the subject and the deadline stated, and the call rises as a priority to the responsible lawyer.
Another lawyer in conflict, an accountant, an insurer. She records who referred and why, captures the parties, and passes it on — the referral source stays visible on the record.
The lawyer comes out at 4 p.m. to two intakes: this one, redirected under her own rule and closed cleanly, and a second where a served document carries a date — that one was flagged as a priority, and it is the call she returns first.
Wednesday, 11:05 a.m. The lawyer is in a hearing for the day. A man calls about a contractor who left work unfinished.
ReceptionistGood morning, law office. Let me take your name and a number to reach you. Before any detail, one thing for the firm's check: the exact name of the other party, company designation included.
CallerMarc Tremblay. The other party is Entreprises Saint-Denis. They left the job half done and I had to have the work redone. Do I have a good case?
ReceptionistI cannot tell you that, and nobody can over the phone — the lawyer will assess it. Two questions: were you handed a document by a bailiff, and what amount are you claiming?
CallerNo bailiff, no. The amount is around eight thousand.
ReceptionistThank you, that helps right away. Below the threshold the firm has set, a claim like yours belongs in small claims, and a lawyer does not argue the hearing in that court. I would rather say so now than have you come in for nothing. I am still recording your request, the company name and the date of the work, and I am sending you in writing where to take it.
What she takes on between a document handed over by a bailiff and a claim under your threshold, then the line she does not cross. Every line is a call your firm gets while you are in court.
She takes the name and a callback number, then the exact name of the opposing party before the story.
The company and its exact legal name matter as much as a person’s name.
She captures the amount claimed early in the call, when the caller knows it.
That amount then applies your routing rule.
She records the judicial district and the court file number, if one exists.
Those markers attach the call to the right file from the moment the intake opens.
A document handed over by a bailiff gets her recording the exact date printed on it, as the caller reads it.
She states no view on whether a deadline has passed.
Below the threshold you set, she honestly redirects toward small claims rather than booking a consultation.
Booking that person an appointment would waste both sides’ time.
In Court Mode, no transfer rings: the message waits for you to step out and the callback is put at the front of the queue.
The caller knows they will be called back rather than believing no one is working.
A call from the court office or a bailiff moves the message to priority toward the responsible lawyer, disclosing nothing.
She records the organisation, the file number and the subject, nothing more.
She records who referred the caller, when that is the case, so the source stays visible on the file.
A conflicted colleague, an accountant or an insurer leave a useful trace.
She books the consultation into your windows, with confirmation and a reminder.
The meeting gets booked without waiting for the conflict check to finish.
With Preparation and coordination, received documents are filed with their source and contradictory dates flagged for review.
A litigation file gets built with documents arriving from everywhere. Preparation and coordination
With Multi-site and entities, the add-on routes calls between offices and keeps each one’s local information.
A firm keeping one number per area of law finds rights separated by entity here. Multi-site and entities
She attaches written requests to the file and the right lawyer, interpreting no proceeding and disclosing no file.
An email from the court office follows the same rule as a call from the court office.
With Clio, a file’s complete history still has to be completed by a log as long as attribution is not proven.
A call from the court office and an email from the opposing party have to land in the same timeline. Clio
With Quebec practice-management software, the authentication contract and partner credentials still have to be established.
A qualification review is planned before any claim of a connection. ProNotaire and JurisConcept
She answers from the calls and files of your firm you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich court-office or bailiff messages need my callback?
She retrieves the organization, file and stated deadline. You calculate the deadline and decide the legal response.
Which files have contradictory dates between two documents received?
Add-onWith Preparation and coordination: documents flagged for review rather than decided. Without the add-on no document is compared on its own.
Which requests were redirected to small claims this month?
She rereads calls handled under your redirection threshold. She decides the competent court for no one.
Which calls come from another office or district?
Add-onWith Multi-site and entities: routing by location and rights separated by entity. Without the add-on every call stays on one office.
The kinds of litigation the firm takes, the amount below which a request is redirected and the exact wording of that redirection, court mode and your hearing days, who to alert by level of urgency, and your consultation windows. You can change all of it at any time from the app.
Name and callback number. Then the exact name of the other party, before the story. Then the document received and the date it carries, the amount at stake, the judicial district and the court file number if one exists. The subject fits in two lines.
A written record with the parties, the date on the document, the amount and the district. A service or a hearing close at hand triggers an alert to the person you designated. You decide on accepting; the consultation is booked into your windows, with confirmation and reminder.
A receptionist who answers in both languages while you are in a hearing, captures the facts that date the file, and sends you a written intake. No setup fee, and you keep your number.
She calculates and states no limitation or procedural deadline: she records the date, the lawyer counts.
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which court-office or bailiff messages need my callback?
She retrieves the organization, file and stated deadline. You calculate the deadline and decide the legal response.
Beyond the base plan. Each one is added on purpose, separately from the base. None is switched on unless you choose it.
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Attach written enquiries to the file and responsible lawyer without interpreting proceedings or disclosing the file.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
Current matter stages are documented; full history is not, so a separate log is still needed when attribution matters. The app is specific to the account's region, and no authenticated trial has been run yet.
Earlier research was kept without being rechecked: the exact authentication contract and the customer or partner credentials are not established. A qualification round is planned before any claim of a connection.
Litigation has the longest unreachable window of any legal practice: a hearing, an examination or a mediation takes you off the phone for whole blocks, and nobody can reach you there. Meanwhile the person who has just been handed a document by a bailiff is not looking for the best firm: he is looking for the one that picks up.
That call has two traps. The first is the story: the person wants to tell it, and above all wants to know whether he has a good case. Nobody can tell him over the phone, and anyone who did would not be a lawyer. The second is conflict: in commercial litigation the same companies come back from one file to the next, so the exact name of the other party has to be on record before anything is recounted.
And there is one thing this page takes on that the others do not have to: some callers should not become an appointment. Below the amount you set, a claim belongs in small claims, where a lawyer does not argue the hearing. Booking a consultation for that person would waste time on both sides. Your receptionist captures the amount early and applies your rule: she redirects honestly, without telling the person what to do about the claim itself.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Legal & accountingNo, and that limit is deliberate in the preset. A deadline follows from a date, a proceeding and rules only a lawyer applies. She records the date exactly as the caller reads it off the document, flags the call as a priority, and leaves the counting to whoever answers for it.
During a hearing, no transfer rings. The receptionist takes the message, marks it under your rule and puts the callback at the front of the queue for when you come out. A call from the court office or a bailiff is identified as such and rises as a priority, rather than getting lost among ordinary messages.
Because in commercial litigation the same companies come back from one file to the next. If a person pours out confidential information and you already act for the other side, you are in the position you were meant to avoid. She interrupts politely to get the exact name, company designation included, and explains why. The check itself stays yours.
She takes the call and discloses nothing. She records the organisation, the court file number, the subject and the deadline stated, then sends the message up as a priority to the responsible lawyer. She does not confirm that someone is a client and discusses no file with a third party.
You define which requests your practice accepts and who reviews exceptions. She records the stated amount and follows your routing rule without deciding the proper court or the caller’s rights. You receive the intake to confirm the next step.
Yes, on the hours you define. That is often when a document is handed over, and a caller who reaches voicemail dials the next firm. You choose what happens outside office hours: a written intake and a summary in the morning, or an immediate alert when the situation matches your priority rule.
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberLitigation
