In a nutshell
"Call the firm" in the client portal now runs on the same modern voice technology — natural conversational timing, expressive voice — as our consumer voice assistant Lexi & Lex: free for your clients, a fixed amount from your firm's AI quota per call.
What your clients experience
Once you activate the phone assistant in your firm settings, your portal clients see a "Call the firm" button — right in the browser, no app, no hold queue. The assistant listens, asks targeted follow-up questions and takes down the concern in a structured way: topic, deadlines or urgency, a callback request. It deliberately gives no legal advice, no predictions and no cost statements — it notes the concern and points to the personal conversation with you.
Your firm knowledge feeds in
Your editable "firm knowledge" — opening hours, responsibilities, emergency number — feeds into every call, so the assistant can answer simple organizational questions directly. Confidential matter data deliberately does not belong there: the phone assistant is a shared firm contact point, not access to individual case files.
Cost and control
Every call books a fixed amount from your firm's AI quota — the same quota that chat and document analysis draw on. Your clients never pay and never see any purchase screens. You receive the structured call note automatically: as a notification and on the client page.
Activate it now
You'll find the switch under Profile → Firm settings → Client portal. More on the feature in the client portal wiki and on our client portal page.
