Solicitors · Accountants · Brokers

AI Receptionist for Solicitors & Accountants

A new client who reaches voicemail often rings the next firm. AI Answerphone answers every call professionally, finds out what kind of matter or service it is, takes the caller's details and sends the enquiry to the right person. It never gives legal, tax or financial advice.

From £47/month · Keep your existing number · No set-up fee · No contract
Our own number is answered by AI Answerphone: call it to hear what your callers would.

Example notification

New call answered
Caller
James Whitfield
Number
07700 900890
Department
Conveyancing

"Buying a house around £320,000 in Colchester, selling a flat too. Chain of three. Would like a conveyancing quote."

View full transcript →

What your callers ring about

The calls you can't take while you're busy, and how AI Answerphone deals with each one.

New client enquiries

The type of matter or service and the basics your team needs to call back and quote.

Existing clients

The name on the account and what the query is about, sent to the person handling it.

The right department

Conveyancing, family, wills, or accounts and tax, detected from what the caller says.

After-hours calls

People often ring about personal matters in the evening. Those calls are answered too.

The questions it asks your callers

When you sign up, you can start from a ready-made template for your trade. These are the departments and questions each one sets up. You can change, add or remove any of them in your portal.

Solicitors template

Conveyancing

  • Are you buying, selling, or both?
  • What's the property value and address?
  • Is there a chain?

Wills & Probate

  • What do you need help with?
  • Is this for yourself or on behalf of someone?

Family Law

  • What area of family law does this relate to?
  • Are you looking for advice or formal representation?

Other Matters

  • Can you briefly describe the matter?
  • Is this urgent?

Accountant template

New Client Enquiries

  • Are you a sole trader, limited company or partnership?
  • What services do you need?
  • Who currently does your accounts?

Existing Clients

  • What's the name on the account?
  • What's your query regarding?

Mortgage Broker template

New Enquiries

  • Is this for a purchase, remortgage, or buy-to-let?
  • Do you have a property in mind?
  • Are you employed or self-employed?

Existing Customers

  • Do you have an order or reference number?
  • What's this regarding?

On every call it also asks why they're calling, takes their name and confirms their number. Each department's enquiries go to that department's contacts.

How it handles the awkward calls

No advice on the phone

The solicitor template tells the AI never to give legal advice. The accountant template rules out specific tax advice, and the mortgage broker template rules out quoting rates. Callers are told a qualified person will call them back.

Confidentiality

The AI asks for the type of matter and contact details, not the confidential detail of a case. You choose the questions, so you control exactly what is asked.

Urgent matters

Callers can be asked whether their matter is urgent, and the answer is in your alert, so a court date or a completion deadline stands out.

Existing clients

Existing clients are asked for the name on the account or a reference, so the message reaches the person already handling their matter.

Which divert suits you

We suggest diverting when reception doesn't answer and outside office hours, with an out-of-hours greeting. On Growth and Pro, each practice area can have its own contacts.

What it doesn't do

It doesn't give advice, run conflict checks, book consultations into your diary, connect to case management software or transfer calls. It takes the enquiry so a qualified person can respond.

Pricing

Plans for solicitors & professional services

Every plan answers calls 24/7 and includes a monthly allowance of call minutes. Pick one on the number of calls you expect, not the time of day they come in.

Starter

Perfect for sole traders and small businesses

£47/month

350 call minutes included

  • AI answers every call 24/7
  • 1 department
  • 2 voice choices (1 male, 1 female)
  • Professional greeting

Growth

For growing businesses with multiple departments

£77/month

750 call minutes included

  • Everything in Starter, plus:
  • Up to 3 departments with auto-detection
  • 6 voice choices (3 male, 3 female)
  • Per-department data collection

Pro

Maximum flexibility for larger businesses

£97/month

1,250 call minutes included

  • Everything in Growth, plus:
  • Up to 10 departments
  • All 8 voice choices
  • 10 email notification contacts

No set-up fee, no contract, cancel any time. Compare every plan feature or see how the cost compares with a staffed answering service.

Questions

Questions from solicitors & professional services

No. The templates for solicitors, accountants and brokers tell it never to give advice, quote rates or commit to anything. It takes the details for a qualified person to call back.

Only what you set. The solicitor template asks for the matter type and basic facts, such as buying or selling for conveyancing, not confidential case details.

Yes. It works out the department from the conversation, and on Growth (3 departments) or Pro (10) each one has its own contacts.

Each enquiry goes only to the contacts you set for that department and is kept in your password-protected portal. We're ICO registered and handle data under UK GDPR.

Yes. There are templates for accountants, bookkeepers, mortgage brokers, insurance brokers, financial advisers and will writers.

More questions in our main FAQ

Every new client enquiry answered

Taken professionally, sorted by matter type and sent to the right person, without anyone giving advice over the phone.

Our own line is answered by AI Answerphone, so calling it is the quickest demo. Prefer to talk it through? Get in touch.