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Answer every law firm call 24/7 with AI and use its summaries as case notes

Quick answer

Maria Jones Law Firm is a growing multi-practice law firm in Phoenix, Arizona. Marketing reports showed it was missing many inbound calls. Instead of hiring more staff, it set up Smith.ai's AI receptionist with custom call playbooks and an on-brand voice. Every call gets a summary with the caller's name, contact, reason for calling and what was done, which the operations manager uses to route requests to legal, finance or sales.

Business type: Law firms. Tool used: Smith.ai AI Receptionist. Result: The operations manager says every call is now answered, fewer clients are upset, and intake moves faster. The firm adopted the AI's call summaries as its standard format for internal case notes. No numbers are given.

Source: Smith.ai (Company case study) · Added Fri, Oct 30 · Last updated 2026-10-30

ToolSmith.ai AI Receptionist · More examples: Smith.aiBusinessLaw firmsTaskAnswering calls, Lead follow-upSourceSmith.ai (Company case study)

How they set it up

  1. Check your phone or marketing reports for missed calls.
  2. Set up custom call playbooks for each type of caller.
  3. Pick and tune the AI's voice so it sounds like your firm.
  4. Use each call summary to route the request to the right team.
  5. Listen to recordings, especially upset callers, to check how it handles them.

Result

The operations manager says every call is now answered, fewer clients are upset, and intake moves faster. The firm adopted the AI's call summaries as its standard format for internal case notes. No numbers are given. (as reported by the source)

Guide: AI receptionist for small business: real examples and how to set one up

Guide: AI intake for law firms: real examples and how to set it up

More businesses doing this job: Which AI tools answer customers after hours for small businesses

Questions and answers

What does the AI agent do here?

Maria Jones Law Firm is a growing multi-practice law firm in Phoenix, Arizona. Marketing reports showed it was missing many inbound calls. Instead of hiring more staff, it set up Smith.ai's AI receptionist with custom call playbooks and an on-brand voice. Every call gets a summary with the caller's name, contact, reason for calling and what was done, which the operations manager uses to route requests to legal, finance or sales.

Which tool did they use?

Smith.ai AI Receptionist.

What was the result?

The operations manager says every call is now answered, fewer clients are upset, and intake moves faster. The firm adopted the AI's call summaries as its standard format for internal case notes. No numbers are given. (as reported by the source)

How did they set it up?

Check your phone or marketing reports for missed calls. Set up custom call playbooks for each type of caller. Pick and tune the AI's voice so it sounds like your firm.

Answers come only from the source. Questions it doesn't answer are left out.

Starter prompt

Our own prompt for copying this setup. Swap in your details. Not quoted from the source.

You answer calls for [law firm] 24/7. Be calm and kind, especially with upset callers. Get their name, phone, email, what kind of legal help they need and how urgent it is. Don't give legal advice. Tell them who will call back and when.
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