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Legal Phone System & AI Intake for Law Firms

DialPhone for law firms: AI intake, call recording for matters, e-discovery logs, ethics-wall routing, client SMS, and Clio/MyCase integrations.

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Phone system and AI intake for law firms

Solo practitioners to mid-size firms (100+ attorneys) use DialPhone for client intake, matter documentation, AI receptionists, and ethics-wall call routing — with recordings that survive e-discovery and logs suitable for Bar responses.

Why law firms choose DialPhone

  • AI intake receptionist — 24/7 after-hours intake with conflict-check scripting
  • Call recording with consent handling per state (one-party vs two-party)
  • Ethics-wall routing — conflicted attorneys automatically excluded from specific matters
  • Practice-management integrations — Clio, MyCase, PracticePanther, Rocket Matter
  • Encrypted privileged communications — AES-256, tamper-evident recordings
  • E-discovery-ready audit logs — 7-year default retention with export tools
  • Mobile softphone — take client calls on a laptop or mobile without giving out a personal number
  • SMS with TCPA compliance — client updates, court-date reminders

Typical workflows

Intake

  • Phone rings → AI Receptionist greets in firm’s voice and branding
  • Captures: caller name, matter type, opposing party, urgency, preferred contact
  • Conflict check: matches opposing party against existing clients; flags potential conflicts
  • Schedules consultation automatically into attorney calendar via Clio/MyCase integration
  • Drafts an intake memo with captured details, sent to the attorney by email or Slack
  • Transfers to on-call attorney for emergencies (in-custody criminal matters, TROs, etc.)

Matter documentation

  • Every client call recorded and transcribed
  • Transcripts auto-filed to the correct matter in Clio/MyCase
  • AI summary attached with action items
  • Billable-time entries drafted from call duration — attorney reviews and approves
  • All evidence preserved with hash integrity for e-discovery

Settlement negotiations

  • Multi-party calls with recording disclosed
  • Real-time AI summary for post-call follow-up
  • Named-attorney routing — never routed to a conflicted colleague

Ethics and compliance

  • ABA Model Rules — confidentiality (1.6), conflicts (1.7, 1.10), communications (1.4)
  • State bar recording rules — one-party vs two-party consent handled per state
  • Attorney-client privilege — encrypted end-to-end, no Dialphone staff access without break-glass
  • Client-file retention — 7-year default, configurable to your bar jurisdiction
  • E-discovery — FRCP 26-compliant preservation, hash-integrity exports
  • GDPR / CCPA — for firms with EU / California clients

Common migrations to DialPhone

  • From solo-practitioner personal cell phones → dedicated business number with after-hours AI
  • From OpenPhone / Google Voice → HIPAA-ineligible tools replaced with BAA-capable platform (useful for firms doing medical malpractice, personal injury, guardianship)
  • From RingCentral Legal → typically lower cost with richer AI; BAA on Advanced at no surcharge
  • From Smith.ai or Ruby Receptionists → AI Receptionist replaces human answering service at 1/5th the cost for routine intake
  • Solo: Core $24/user/mo + AI Receptionist $59/mo — covers intake + business line
  • Small firm (5–25 attorneys): Advanced $34/user/mo — adds bi-directional Clio sync, call recording, SMS
  • Mid-size firm (25–100 attorneys): Ultra $54/user/mo — adds real-time analytics, priority support
  • Large firm / corporate legal: Contact Center tiers — omnichannel routing with ethics-wall controls

See full pricing · talk to a legal specialist.

Legal Phone System & AI Intake for Law Firms — FAQ

Is DialPhone compliant with ABA Model Rules for attorney communications?
Yes. DialPhone supports ethics-wall routing (preventing conflicted attorneys from accessing specific matters), privileged-communications encryption, immutable call recordings for matter documentation, and audit logs suitable for disciplinary responses. Recording consent handling respects state-by-state one-party vs two-party consent rules.
Does DialPhone integrate with Clio, MyCase, or PracticePanther?
Yes. Native integrations with Clio Manage, MyCase, PracticePanther, and Rocket Matter. Call activity auto-logs to the right matter, time entries are drafted from call duration, and intake forms feed new-client records. Custom integrations via the DialPhone API cover every major practice-management platform.
Can the AI Receptionist handle legal intake?
Yes. The Smart Virtual Concierge is tuned for legal intake — captures matter type, opposing party, statute of limitations context, and fee-arrangement preferences. Conflict-check questions can be scripted per practice. Escalation to a human is automatic for emergency matters.
Is call recording allowed for client calls?
Yes, with proper consent handling. DialPhone supports automatic consent playback for two-party consent states and single-party consent for one-party consent states. Recordings are encrypted at rest, tamper-evident, and retained per your matter-retention policy (default 7 years for legal).
What legal verticals does DialPhone cover?
Solo practitioners and small firms, mid-size (10-100 attorney) firms, personal injury, family law, criminal defense, estate planning, business law, immigration, and in-house corporate counsel. Each includes practice-specific intake scripts and routing rules.

See if DialPhone
fits your team.

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