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Retell AI voice receptionist + Lawmatics

Replace a legal answering service with an AI that screens traffic and criminal cases

A Charlotte, NC traffic and criminal defense firm swapped its answering service for a Retell AI voice receptionist that screens callers and creates matters in Lawmatics. From Feb 23 to May 17, 2026 it created 108 qualified traffic matters; 57 got a quote and 14 signed.

ToolRetell AI voice receptionist + LawmaticsBusinessLaw firmsTaskAnswering calls, Lead follow-upSourceDigitalDirect.Marketing case study (Company case study)

How they set it up

  1. Write down what makes a good case: case type, court date and county.
  2. Let the AI do full intake for simple cases (traffic tickets) and create the matter in your CRM (here Lawmatics) when the call ends.
  3. For bigger cases (DWI, criminal), let the caller choose: talk to a lawyer now, leave a detailed voicemail, or get a call back.
  4. Check results weekly and improve the script. The firm's rate went from 13% in week 1 to 42% by week 11.
  5. Call AI-screened leads back fast. The best week (71% close rate) was when follow-up was quick.

Result

108 qualified matters, 57 quoted (52.8%), and 14 new clients signed (about 26% of quoted prospects). In the best week, with fast follow-up, 5 of 7 quoted prospects signed. (as reported by the source)

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

Starter prompt

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

You answer intake calls for [Law Firm]. Find out the case type (traffic ticket, DWI, criminal), the court date and the county. For traffic tickets, collect full details and create the matter in our CRM. For DWI or criminal cases, offer: talk to an attorney now, leave a detailed voicemail, or a call back. Never give legal advice.

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