Your firm receives family matters, immigration letters and served court documents on the same line. Reception records the type of enquiry, the dates provided and safe callback instructions. You can then direct each intake to the appropriate practice within your firm.
$49 CAD / month · 50 Standard calls · 1 local number
A letter from an immigration authority and an expiry date point to that practice; a separation or a custody question points to family law; a document handed over by a bailiff points to litigation. The caller's name and the name of the other party or organisation are taken before the story, whichever practice gets recognised.
Sponsorship, permits, selection, review. She asks for the date carried by the letter received and who represents the caller right now. She speaks slowly, in short sentences, and offers English in her first sentence when the conversation calls for it.
A demand letter, a served proceeding, a bailiff's document. She records the exact date on the document, the amount claimed when the caller knows it, the judicial district and the name of the other party.
Danger does not wait to learn first whether it is a family, immigration or litigation file. If the situation is unfolding right now, she directs the caller to 911; in domestic violence, to SOS violence conjugale, 1 800 363-9010, reachable around the clock. Triage between the three practices waits until the person is safe.
« Where is my file at? ». She verifies identity, reads back only a status your team has updated, and takes a message otherwise. She reads no file content over the phone.
She discloses nothing. She records the organisation, the file, the subject and the deadline, and the call goes to the responsible lawyer as a priority.
The intake goes to the family-law lawyer, with both names recorded for the conflict check and confirmation that a callback by text is safe. The wrong lawyer was not disturbed, and the caller did not have to guess which door to knock on herself.
Wednesday, 5:15 p.m. The firm has three lawyers, one per practice. A woman calls without knowing where to start.
ReceptionistGood afternoon, law office. Let me take your name and a number to reach you. Is the situation unfolding right now?
CallerNo, it can wait. Isabelle Roy. It is about my partner — we are not married, but we want to separate, and I do not know if my file belongs with you or if you only do immigration.
ReceptionistYour situation is a family matter, so the lawyer who handles that practice takes it here. Before you tell me more: your name, already noted, and your partner's name, for the firm's check.
CallerMarc Fournier.
ReceptionistThank you. Is it safe to text you or leave a message on this number?
What she takes on between a person in danger and a bailiff’s document received at the end of the day, then the line she does not cross. Every line is a call your firm gets, across the three domains it practises.
She first asks whether it is safe to text or leave a message on this number, whatever the domain.
The default stays conservative until the person confirms it herself.
She takes the parties’ names before the story, for the firm’s conflict check.
She interrupts politely to get them, rather than letting the caller tell everything first.
She establishes the domain in her first sentences — family, immigration, civil or commercial litigation.
The domain steers the rest of the questions asked.
A situation unfolding right now sends her to direct the caller to 911, with no questions asked about the facts.
She questions no one about what happened when the danger is immediate.
In domestic violence, she names SOS violence conjugale and alerts the on-call lawyer without delay.
The line stays reachable at all times, day and night.
A date carried by a bailiff’s document or an approaching court appearance triggers an alert to the person you designated.
The alert goes out without waiting for the next day’s callback.
She records the exact date printed on a served document, without saying whether a deadline has passed.
Calculating the deadline belongs to whoever is responsible for it, not the front desk.
She asks about legal aid early, with no judgement, and passes on the answer as given.
She determines no eligibility herself.
She checks who currently represents the caller, when they mention it.
The answer can change what the firm is able to do on that file.
She books the consultation into your windows — at the office, by phone or by video — with confirmation and a reminder.
The authorised callback channel stays the one the person confirmed.
With Documents and deadlines, follow-up on a document stops as soon as it arrives, whatever the file’s domain.
Whatever is missing stays visible with its owner and its internal date, domain by domain. Documents and deadlines
With Preparation and coordination, contradictory dates between two documents get flagged for review rather than decided.
Coordination with a third party happens under your authorisation. Preparation and coordination
She collects an initial contact request on the site, with the necessary parties and a safe callback channel.
The collected request follows the same rules as a call — names first, no advice.
With Clio, a file’s complete history still has to be completed by a log, because attribution is not fully covered.
A supplementary log still matters when attribution counts, across the three domains the firm practises. Clio
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 new enquiries concern family law, immigration or litigation?
She retrieves the stated enquiry type and contact instructions. She does not make a legal assessment.
Which documents are still expected, across every matter?
Add-onWith Documents and deadlines: the list by domain and its owner. Without the add-on she reports the request without tracking its documents.
Which legal-aid requests were passed on this week?
She rereads the questions asked and the answers passed on as given. She determines no eligibility.
Which contradictory dates are waiting for review?
Add-onWith Preparation and coordination: documents flagged for review rather than decided. Without the add-on no document is compared on its own.
Which areas the firm takes, whether legal-aid mandates are accepted, the default safe-callback rule, who to alert by level of urgency, and your consultation windows — in office, by phone or by video. You can change all of it at any time from the app.
Name and number, and the safe-callback question. Then the names of the parties, before the story — she politely interrupts to get them. Then the area of law, the dates carried by documents, what the caller already holds, and the legal-aid question, asked without being judged.
A written record with the parties, the area, the dates and the callback channel allowed. A detention, a hearing close at hand or a deadline carried by a document 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 for you in both languages, at the hours your office is shut, and sends you a written intake. No setup fee, and you keep your number.
A call creates no mandate. She says so to the caller: the intake is taken, accepting it belongs to the firm.
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 new enquiries concern family law, immigration or litigation?
She retrieves the stated enquiry type and contact instructions. She does not make a legal assessment.
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
Collect an initial website enquiry with the necessary parties and a safe callback channel.
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.
A firm that practises family law, immigration and litigation under one roof does not run three front desks: it runs one, and it has to recognise which practice a call belongs to before applying the right rule. The work differs by area — emotional in family law, factual and dated in immigration, procedural in litigation — and your receptionist makes that distinction in the first few sentences, not afterward.
One word is often enough to route a call: a separation or a custody question goes to family law; a letter received from IRCC or the MIFI and an expiry date go to immigration; a document handed over by a bailiff goes to litigation. Once the area is recognised, she applies that practice's own script — the vocabulary, the pace and the questions of a family file are not those of an immigration file, and those of a litigation file are neither.
What stays common to all three, she does without exception: the caller's name and the other party's name before the story, for the firm's check, and the safe-callback question where the practice calls for it. You get back a written intake that already states which practice it belongs to, ready for the responsible lawyer.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Legal & accountingBecause in family, criminal and immigration work, a caller sometimes shares a phone with the person concerned. The preset default is conservative: no text and no voicemail until the person confirms. A business firm can reverse that default; a family practice keeps it.
No, 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.
She asks the question early and passes the answer on as given. She does not determine eligibility — that is not her role and it would be advice. If your firm does not take those mandates, she says so honestly and points the person to the legal-aid office for their region, following the instruction you wrote.
You write the rule, she applies it. She captures the amount claimed early in the call; below the threshold you set, she redirects honestly rather than booking a consultation that would waste time on both sides. She does not tell the caller what to do about the claim itself.
Yes, on the hours you define. You choose what happens outside office hours: a message and a summary in the morning, or an immediate alert when the situation matches your priority rule.
You define recording and retention rules for your practice. The caller receives the required information before collection, and access to calls and transcripts follows authorized permissions. Retention settings and data handling are explained in the security information; they are not inferred from the type of practice alone.
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, family law and immigration
