Solutions · Law and accounting firms
AI phone assistant for law and accounting firms that protects your time.
Lawyers and accountants can't pick up during a hearing or a client meeting. The AI assistant screens calls, books appointments and only passes on what matters.
The problem
At a law or accounting firm, the professional's time is what you sell. Every call that interrupts a consultation, a hearing or work on a file costs focus. But a client who can't reach the firm, especially close to a deadline, gets worried and looks elsewhere.
Many calls don't need the professional: booking an appointment, knowing which documents to bring, checking whether paperwork has arrived, getting office hours. An AI phone assistant answers these, recognises urgent calls and passes them on immediately, and for everything else leaves the professional a tidy request with the transcript.
Typical calls
What callers
ask for.
First contact
A prospective client describes their case and asks for an appointment or a quote.
Clients asking for the professional
"Can I speak to the lawyer?": often an organised callback is enough.
Documents and deadlines
What to bring for a tax return, when paperwork has to be handed in.
File status
Whether documents have arrived, where a matter stands: questions to log for the right team member.
Urgent matters
A notice received, a deadline expiring: calls to pass on immediately.
What the assistant does
Answers, books,
hands over the call.
Appointments and consultations
Books first meetings and appointments in the professional's calendar, in person or by video call if you offer it, with WhatsApp or email confirmation.
Screening and routing
Asks the reason for the call and routes it: to the professional, to the associate handling the file, to the front desk, or to a callback request.
Answers on documents and hours
Document lists, office hours, how to send files: it answers with the wording you prepare, without giving opinions.
Urgent matters to the professional
If the client mentions an expiring deadline or a notice received, it transfers the call or creates a priority callback according to your rules.
Cancellations and after hours
Moves or cancels appointments and collects requests in the evening, during hearings and in busy tax periods.
Example call
A call
like many others.
Tuesday, 11 am. The lawyer is at a hearing. (Example call, translated.)
- yourang.ai
Good morning, you've reached the law firm. I'm the firm's AI assistant: may I ask what your call is about?
- Caller
I'd like an appointment about a dispute with my building management, I'm not a client yet.
- yourang.ai
Of course. For a first meeting I have Thursday at 5 pm or Monday at 10 am. Please bring any documents you already have, such as minutes and letters received.
- Caller
Thursday at 5. There's a deadline in ten days, is that a problem?
- yourang.ai
I'll flag it to the lawyer as a priority so it can be reviewed before the meeting. I'll send you a confirmation with the firm's address.
Example conversation: names, times and details are illustrative.
First meeting in the calendar, request flagged as a priority, new contact in the CRM with the transcript.
Integrations
The tools
to connect.
Google Calendar
Professionals' schedules, with slots set aside for first meetings.
Explore the integration Google CalendarCRM
New contacts and requests saved to the firm's CRM, with the call transcript.
Explore the integration CRMn8n
Custom automations, such as notifying the associate who handles the file.
Explore the integration n8nSetup
You decide
what it does and doesn't do.
- The appointment types and who handles them at the firm.
- Routing rules: who receives what, and when.
- The wording on documents, fees and contact methods, written by the firm.
- That the assistant never gives legal or tax advice.
How the yourang.ai AI phone assistant works, step by step.
Discover the AI phone assistantFrequently asked questions
Read more
Guides and comparisons
to help you choose.
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Hear it answer like your firm.
In a demo we set it up with the appointment types and call routing rules of a firm, and you try it with a real call.