Law firms and accountants
Stop losing new matters while you are in court or with clients
A phone answering service for law firms and accountancy practices: the AI agent screens calls, qualifies new matters, books initial consultations and passes on every message with its context, without ever giving legal or tax advice.
- 14-day free trial
- 30 minutes included
- Nothing charged during the trial
- No commitment
- Add minutes at any time
- Move up a plan when your volume grows
Law firms and accountants agent
Katie · Call ended · summary sent
Hello, my employer has called me to a disciplinary meeting on Friday.
I understand. Are you already a client of the firm?
No. I’d like to see a lawyer before the meeting.
Ms Martin can see you on Thursday at 5 pm for an initial consultation. Shall I book it?
Request created
- Area
- Employment law
- Deadline
- Meeting on Friday
- Client
- New
- Appointment
- Thursday 5 pm
What changes when an AI receptionist answers for you
Law firms, solicitors, sole practitioners, accountancy practices, bookkeepers, tax advisers, conveyancers, consultants. In your trade, every unanswered call is an enquiry that goes elsewhere.
Without an AI agent
- You are in court or with a client when a new matter calls.
- Cold calls and repetitive questions break up your day.
- In tax season, the line is jammed and clients are left waiting.
With PermanenceAI
- No more interruptions in meetings or in court
- Cold calls screened, useful calls passed on with their context
- Several calls handled at once around tax deadlines
What the agent handles for your business
It asks the questions you would ask, in a natural order, and sends you a complete request.
- Existing client or new matter
- Area: family, employment, property, tax, setting up a business
- Summary of the situation and deadline (hearing, time limit, tax return)
- Initial consultation booking
- Message for the partner or fee earner in charge
- Cold call screening
- Practical questions: initial consultation fees, documents to bring, directions
What it changes for your firm
- No more interruptions in meetings or in court
- Cold calls screened, useful calls passed on with their context
- Several calls handled at once around tax deadlines
- New matters qualified before the first appointment
- A clear message for every call, sent to the right person
How it works
- Step 1
The client or prospect calls
During a hearing, a meeting or after closing time.
- Step 2
The agent identifies the call
Existing client, new matter, another professional or a cold call.
- Step 3
The new matter is qualified
Area, situation, deadline, then an initial consultation.
- Step 4
You receive the record
Message or summary, sent to the right partner or fee earner.
What’s included
The most useful modules for your trade, all available in your customer area.
AI receptionist
Answers every call, qualifies the request and transfers what matters.
See what’s includedLead qualification
AI lead qualification: the right information collected before every callback.
See what’s includedAppointment booking
AI appointment booking: confirmations, reminders and rescheduling in your calendar.
See what’s includedKnowledge base
Your PDFs, web pages and procedures become the agent’s answers.
See what’s includedCustomer support
Repetitive questions handled, complex cases passed on.
See what’s includedReporting
Call analytics: volumes, durations, outcomes and conversions at a glance.
See what’s includedYour customer area, clear from the first login
Calls, appointments, leads, messages and minutes: everything is visible in one place, on desktop and mobile.
- Summary of every call and next action
- Listen to recordings and read transcripts
- Minute tracking and usage alerts
- Set up your agents without code
One secure area per customer, with its own agents, numbers and data.
Dashboard
Sample data · last 30 daysCalls
412
Appointments
96
Leads
183
Minutes
62%
- New patientAppointment Tuesday 9:30 amBooked
- Water leakPriority callback requestedUrgent
- Two-bed flat buyerViewing Saturday 11 amQualified
- Opening hours questionAnswer givenResolved
Try our agent live now
Talk to the agent from your browser, or leave your number to receive a demo call tailored to your sector.
- 14-day free trial
- 30 minutes included
- Nothing charged during the trial
- No commitment
- Add minutes at any time
- Move up a plan when your volume grows
Your demo agent
Katie
- British English
- Receptionist
- Law firms and accountants
Our assistant opens right here. Start the voice conversation or type, and tell it your trade and the role to play.
Your browser will ask for microphone access for the voice conversation.
Useful integrations
Your calendar, CRM, messaging and telephony stay the same: the agent connects to them.
Google Calendar
Free slots and live bookings.
Outlook
Microsoft calendar kept in sync.
Cal.com
Appointment types and teams.
Calendly
Bookings on your events.
HubSpot
Contacts and deals kept up to date.
Zoho CRM
Leads created after every call.
GoHighLevel
Lead Connector and pipelines.
Google Sheets
One row per enquiry, no retyping.
Work out your return on investment
Enter your call volume: the calculator picks the cheapest plan for that volume, shows the real per-minute price and compares it with the cost of a human receptionist.
Assumptions: 1 min of wrap-up work after each call for an employee, 20% of missed calls become customers. Prices excl. tax in US dollars; phone number extra. Indicative estimate, to compare with your own figures.
Prices excl. tax, no commitment
For the law firms and accountants sector, we recommend the Receptionist plan. Start with the free trial: 14 days and 30 minutes included.
See the Receptionist plan details
Receptionist
Sole traders and small businesses
$99
excl. tax / month
350 min / month
that’s $0.28 excl. tax / min
+ dedicated number from $5.99 / month
- 24/7 AI receptionist
- Connected calendar
- Web widget, SMS and WhatsApp
- Transfer to a person
- 2 concurrent calls
Assistant
Local businesses with steady call volume
$249
excl. tax / month
1,000 min / month
that’s $0.25 excl. tax / min
+ dedicated number from $5.99 / month
- Everything in Receptionist
- 3 agents, 5 concurrent calls
- Flow builder and automations
- Follow-up campaigns
- 1 cloned voice
Call Centre
Teams, multiple departments and high volumes
$499
excl. tax / month
2,300 min / month
that’s $0.22 excl. tax / min
+ dedicated number from $5.99 / month
- Everything in Assistant
- Unlimited agents and campaigns
- 20 concurrent calls
- Custom dashboards
- Priority support
- 3,000 message credits included ($30)
- Add minutes at any time
- Move up a plan when your volume grows
Security and compliance for your AI calls
Your calls contain information about your customers. The platform gives you the settings to protect it and respect their choices.
Consent and opt-out
Consent to callbacks, handling of refusals, permitted calling hours and an exclusion list.
Data protection
Encryption in transit, account-protected access and configurable retention periods.
Traceability
Call history, transcripts and an activity log for every account.
Access control
Each customer has their own secure area; the agent only accesses the information you give it.
Regulatory readiness
Tools to apply data protection law: information, right of access, deletion, retention.
Infrastructure
Platform hosted with established cloud providers, with backups and monitoring.
Frequently asked questions — Law firms and accountants
No. It gives no view on the substance of a matter. It gathers the situation, qualifies it against your criteria and arranges the appointment or callback with the right person.
You choose what the agent asks on the first call. Recordings and transcripts are kept for the retention period you set and can be deleted at any time.
Yes. You decide who should be put through to you (a client with an imminent hearing, another lawyer, a court or tribunal) and what simply becomes a message.
From the Assistant plan, a campaign can call clients who have opted in about missing documents or an upcoming deadline, at the times you choose. With the Receptionist plan, the agent handles incoming calls.
Get in touch: leave your number and we’ll call you back
An adviser will call you back to look at your case.
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See the restaurants and hospitality pageReady to stop missing calls?
14-day free trial — 30 minutes included — prices excl. tax — no commitment
Talk to an adviser
Leave your number: we will call you back to answer your questions.
Prices in US dollars (USD), excl. tax — local taxes added where applicable. Dedicated number from $5.99 excl. tax per month, depending on the country.