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Book law firm consults after hours, in English and Spanish, with an AI receptionist

Quick answer

Richards & Richards Law Firm is a four-attorney firm in Ogden, Utah handling immigration, criminal defense, family law and estate planning. Calls that came in while staff were busy or after hours were a problem, and its live answering service charged extra for every add-on. The firm switched to Upfirst, which it found in Clio's list of assistants. It switches to Spanish when a caller speaks Spanish, sends texts for payment links and scheduling, and books consults after hours.

Business type: Law firms. Tool used: Upfirst (AI receptionist, found through Clio). Result: The firm says full coverage from its live answering service would have cost about $1,500 a month. With Upfirst it lowered its cost, and it now books consults after hours.

Source: Upfirst (Company case study) · Added Thu, Oct 29 · Last updated 2026-10-29

ToolUpfirst (AI receptionist, found through Clio) · More examples: UpfirstBusinessLaw firmsTaskAnswering calls, Scheduling & bookingsSourceUpfirst (Company case study)

How they set it up

  1. Find an AI receptionist that works with your case software (here, Clio).
  2. Set texts that go out based on what the caller asks for: payment link or scheduling link.
  3. Turn on Spanish (or other languages) your clients speak.
  4. Test after-hours calls in both languages before relying on it.

Result

The firm says full coverage from its live answering service would have cost about $1,500 a month. With Upfirst it lowered its cost, and it now books consults after hours. (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

Questions and answers

What does the AI agent do here?

Richards & Richards Law Firm is a four-attorney firm in Ogden, Utah handling immigration, criminal defense, family law and estate planning. Calls that came in while staff were busy or after hours were a problem, and its live answering service charged extra for every add-on. The firm switched to Upfirst, which it found in Clio's list of assistants. It switches to Spanish when a caller speaks Spanish, sends texts for payment links and scheduling, and books consults after hours.

Which tool did they use?

Upfirst (AI receptionist, found through Clio).

What was the result?

The firm says full coverage from its live answering service would have cost about $1,500 a month. With Upfirst it lowered its cost, and it now books consults after hours. (as reported by the source)

How did they set it up?

Find an AI receptionist that works with your case software (here, Clio). Set texts that go out based on what the caller asks for: payment link or scheduling link. Turn on Spanish (or other languages) your clients speak.

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 [firm]'s phone after hours. If the caller speaks Spanish, reply in Spanish. Find out what kind of legal help they need (immigration, criminal, family or estate). Offer to book a consultation or text them our scheduling link. If they want to pay, text the payment link. Never give legal advice.
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