An AI receptionist on your own line
Answers and makes real calls in the caller's language, asks your intake questions, books the consultation and writes the call up for your team. It says it is an AI, and it never gives legal advice.
AI receptionist & legal intake automation for law firms
Your attorneys are in court.
The phone still gets answered.
- New-client calls go to voicemail
- Intake sits half-finished
- Clients chase you for updates
CodeBold builds law firm automation for personal injury, family law, immigration, criminal defense and estate planning firms: a 24/7 AI receptionist that answers new-client calls and runs your legal intake, consultations booked after your conflict check, retainers sent for e-signature, and clients kept updated. One process that runs on its own.
- Free first call
- It says it is an AI
- No legal advice, ever
In court until 4 pmFront desk unattended
AI receptionistAnswering now
I was in a car accident. Can a lawyer help me?
I'm the firm's AI assistant. I'll take your details for an attorney.
Intake taken · consultation booked
— Sound familiar?
Your attorneys cannot be in court and on the phone.
These happen every week at a busy firm, and each one can cost you a new client.
Missed callEveryone is in court
Everyone is out of the office
The office is empty. The phone isn't.
Web enquiry · 9:40 pmUnread until morning
Nothing moves after six
Evening and weekend enquiries wait for Monday.
Intake formStarted, never finished
Intake that never finishes
Half a form, no phone number, no follow-up.
Client callingAsking for an update
“Any news on my case?”
The same question, from every client, every week.
Retainer sentNot signed yet
Retainers waiting for a signature
Sent on Monday. Nobody chased it.
Phone ringingEveryone is on a case
One desk, three jobs
The phone, the intake and the filing all want the same person.
Every one of these can run without waiting for a free pair of hands.
— Where it fits
Across the whole client matter.
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Before they hire you
Calls answered, intake taken, consultation booked after your conflict check.
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Once they sign
Retainer out for e-signature, documents chased, reminders before every meeting.
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While the case runs
Updates your team approved, court-date reminders and invoice reminders, on time.
— What it does
Everything the front desk does, done on time.
AI receptionistOn your firm's number
I was hurt in a car accident. Do I have a case?
I'm the firm's AI assistant. I can't advise, but I'll take your details.
Okay. Can I talk to a lawyer this week?
Thursday at 2:00 pm is open. I'll confirm by text.
Intake taken · Thu 2:00 pm
Calls & intake
Answers every new caller, day and night.
An AI receptionist for your law firm, on your own number, day and night. It says it is an AI, asks your client intake questions in your order, and books the consultation or passes the call on.
- Picks up when the desk is busy or closed
- Asks your intake questions, word for word
- Speaks the caller's language
- Hands anything urgent to a person
Thursday's consultationsOne slot refilled
- 10:00Family law
- 11:30Personal injuryCancelled, then refilled
- 2:00Estate planning
Consultations
Books the consultation, conflict-checked first.
Names go through your conflict check before anything is booked. Clear, and it books the consultation in the right attorney's calendar. Anything flagged goes to a person.
- Checks for conflicts before booking
- Matches the matter to the right attorney
- Works with the calendar you already use
- Confirms by text and email straight away
Retainer agreementOut for e-signature
- Approved by attorney9:05 am
- Sent to client9:05 am
- Signed and filed11:40 am
Retainers & documents
Gets it signed and sent back.
The retainer agreement goes out for e-signature once an attorney approves it. The documents the case needs are chased until they arrive.
- Nothing goes out without an attorney's approval
- Signature reminders until it's signed
- Document checklists, chased politely
- Everything filed to the right matter
Case updateApproved by your team
Update from your attorney: your documents were filed today.4:10 pm
Thank you! Do I need to do anything?4:16 pm ✓✓
Not yet. Ms. Patel will call you on Thursday.4:16 pm
Client updates
Keeps clients updated, without the phone tag.
Case status updates go out when something happens on the matter, written or approved by your team and sent by text or email.
- Written or approved by your team
- By text or email, as the client prefers
- Questions passed to the right person
- Every message logged against the matter
Reminders this weekSent for you
- Court date · Mon 9:00 amConfirmed
- Deposition prep · WedConfirmed
- Missing ID copyChased
- Invoice · 30 daysNo reply
Reminders
Court dates and invoices nobody forgets.
Court date reminders before every hearing and meeting, missing documents chased, and invoice reminders that go out politely, on schedule.
- The week before and the day before
- Missing documents chased on a schedule
- Invoice reminders in your firm's words
- Tells you who didn't reply
- Intake
- Matter
- Calendar
Calendar step failedStaff told straight away
Your software
Fits what you already run.
Your case management software (Clio, MyCase and others, wherever they allow a connection), calendar, email and e-signature. Where there is nothing to connect to, a browser agent logs in with your account and does the clicking.
- Your case management software
- Your calendar and email
- E-signature and intake forms
- Tells you when a step fails
Which of these would take the most off your front desk?
— More than the front desk
Need more than automation? We build that too.
Can clients find you online?
We rebuild your law firm website so Google and AI assistants like ChatGPT can find and read it.
- Your practice areas, attorneys and offices clear on every page
- Built so Google can read it properly
- Readable by AI assistants like ChatGPT
Free Your new home page, designed first. Want a redesign? We'll build a mockup of your home page for free. If you like it, we carry on.
Want it all on your phone?
Your consultations, reminders and approvals in an app for Android and iPhone.
- For Android and iPhone
- Consultations, reminders and approvals in one place
- An app for your team, your clients, or both
Is your website slow?
A slow page can lose a client before they call. We find what's slowing it and fix it.
- We find exactly what is slowing it down
- Images, code and hosting fixed
- Checked on phones as well as computers
Not sure where to start?
Tell us how your firm runs. We'll point you to the one that helps most, or tell you it's fine as it is.
— The flows
This is what a finished front desk looks like.
The actual chain, end to end. Pick the practice area closest to yours. What we build for you will be shaped around how your firm already runs.
Pick your practice area 4
Also built for Criminal defense · Employment law · Bankruptcy · Real estate law · Workers' compensation · Business law · Tax law · Landlord–tenant
The call at nine at night is still yours
Someone who has just been in an accident calls until somebody answers. This answers first.
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AI voice call
The call is answered
Evenings, weekends, and while every attorney is in court.
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AI voice call
Your intake questions, in order
When, where, injuries, insurance: your questions, word for word. No advice.
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Case software
Conflict check on the names
The other driver and the insurer, checked before anything is booked.
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Your team
An attorney decides
Every new matter is reviewed by a person before the firm takes it on.
This one waits for your team
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Calendar
Booked and confirmed
Into the attorney's calendar, with a confirmation by text and email.
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The result
What your customer actually gets
The accident call at nine at night becomes a callback from an attorney, not a voicemail.
ThemI was rear-ended on the highway this afternoon. Do I have a case?
AII'm the firm's AI assistant. I can't say, but an attorney can. Can I take a few details?
ThemSure. I'm home now, my neck's still sore.
AII'm sorry to hear that. An attorney can call you tomorrow at 10:00 am. I'll text you the details.
Intake complete · conflict check clear · callback Tue 10:00 am
The accident call at nine at night becomes a callback from an attorney, not a voicemail.
The morning summary lists every new enquiry, what was booked, and what needs an attorney.
Not the flow you were looking for?
Tell us what your team repeats every week. We'll map it and come back to you within one working day — no charge for the map, and it's yours either way.
Hard calls, handled with care and handed over fast
People call a family lawyer at a hard moment. The job is to listen, take the details and get them to an attorney.
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Your team
Anything about safety goes to a person
You say what counts as urgent. Those calls are handed straight to a human.
This one waits for your team
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AI voice call
The call is answered
Calmly and privately, saying it is an AI assistant.
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Case software
Both names conflict-checked
The other spouse may have called first. Checked before anything is booked.
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Calendar
Booked, with what to bring
The consultation, plus your checklist: court papers, financials, ID.
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Text
Reminds, then confirms
The day before and the morning of, so the slot is kept or freed in time.
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The result
What your customer actually gets
A consultation that starts with the right papers already on the table.
Hi Sarah, a reminder of your consultation tomorrow at 11:00 am with Ms. Patel. Can you make it?5:02 pm
Yes. Should I bring anything?5:09 pm
Please bring any court papers you've received, recent pay stubs and a photo ID.5:09 pm
Will do, thank you5:10 pm
Confirmed · Wed 11:00 am · checklist sent
A consultation that starts with the right papers already on the table.
Every enquiry is answered the same day, and anything sensitive reaches a person first.
Not the flow you were looking for?
Tell us what your team repeats every week. We'll map it and come back to you within one working day — no charge for the map, and it's yours either way.
Every document in, without the chasing
Immigration cases run on paperwork and dates, for clients who often speak more than one language.
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AI voice call
Answered in the caller's language
Your intake questions, asked in the language the caller speaks.
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Calendar
Consultation booked
After the conflict check, in the right attorney's calendar.
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WhatsApp
The document checklist goes out
Exactly the list your team set for that type of case.
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WhatsApp
Chases what's missing
Polite reminders until each document arrives, filed to the matter.
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Your team
A person checks every document
Nothing is filed or submitted by the flow.
This one waits for your team
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The result
What your customer actually gets
The missing passport copy, chased in the client's own language.
Hola Ana, we still need a copy of your passport for your case. You can send a photo here.10:02 am
The page with my photo?10:14 am
Yes, that page. Thank you.10:14 am
passport.jpg10:21 am
Received. Your paralegal will check it today.10:21 am
Document received · filed to the matter
The missing passport copy, chased in the client's own language.
Each morning you see which cases are waiting on which document.
Not the flow you were looking for?
Tell us what your team repeats every week. We'll map it and come back to you within one working day — no charge for the map, and it's yours either way.
From first call to signed plan, nothing stalls
Estate planning is a run of small steps: questionnaire, draft, review, signing. Each one can stall for weeks.
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AI voice call
The enquiry is answered
Calls and web forms, booked straight into a consultation.
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Email
The questionnaire goes out
Your intake questionnaire, with reminders until it comes back.
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Your team
The attorney drafts and reviews
Every document is prepared and checked by your attorneys.
This one waits for your team
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Calendar
Signing booked
The client picks a time, and gets a reminder the day before.
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Email
The review, years later
A check-in on the schedule you set, or after a marriage, birth or move.
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The result
What your customer actually gets
Drafted, reviewed, and the signing booked, with nothing left in a pile.
Hi Robert, your documents are ready to sign. Thursday at 3:00 pm or Friday at 10:00 am?9:30 am
Friday works9:52 am
Booked for Friday at 10:00 am. Please bring a photo ID.9:52 am
Thanks9:53 am
Signing booked · Fri 10:00 am
Drafted, reviewed, and the signing booked, with nothing left in a pile.
You see which plans are waiting on the client, and which are waiting on the firm.
Not the flow you were looking for?
Tell us what your team repeats every week. We'll map it and come back to you within one working day — no charge for the map, and it's yours either way.
— What it plugs into
It works with what you already use.
A flow is only useful if it reaches the tools your team lives in. Where a product offers a connection, we use it. Where it doesn’t, the browser agent signs in and does the clicking, the same way your team does.
- WhatsApp Business
- Telegram
- Gmail
- Google Meet
- Zoom
- Messenger
- Google Calendar
- Google Sheets
- Google Docs
- Google Drive
- Google Forms
- Dropbox
- Notion
- HubSpot
- Zoho
- Airtable
- Trello
- Asana
- ClickUp
- Calendly
- Shopify
- WooCommerce
- BigCommerce
- Wix
- Squarespace
- WordPress
- Webflow
- Razorpay
- Stripe
- PayPal
- Paytm
- PhonePe
- Zendesk
- Intercom
- Mailchimp
- Typeform
- Zapier
- n8n
- Your own phone line
- Any portal you log into
…and the ones that aren’t here. If a tool offers no connection at all, the browser agent signs in with your account and works it the way a person would — which is how portals, job boards and supplier sites get covered. Tell us what you run on the call.
— The building blocks
The parts we build your flow from.
Every flow on this page is assembled from these. Yours will use some of them, in an order nobody else has.
Browser agent for the portals
Older case software, client portals and online forms: it logs in with your own account and does the clicking where there is nothing to connect to.
Text, email & WhatsApp
Consultations & calendars
Conflict check before booking
Attorney approval before anything goes out
Documents & e-signatures
Case software & spreadsheets
- Multi-language
- Your firm's name and voice
- Never gives legal advice
- Urgent calls go to a person
- Every call and message logged
- Tested before a client hears it
— Why build it this way
Where the other two stop.
| Doing it by hand | Your case software | A CodeBold flow | |
|---|---|---|---|
| Answers new-client calls after hours | No Voicemail | No | Yes 24/7 |
| Asks your intake questions, every time | Yes If someone is free | A form to fill in | Yes On the call |
| Checks for conflicts before booking | If someone remembers | Yes Someone must run it | Yes Before every booking |
| Reminds clients of court dates and meetings | When there is time | If configured | Yes Always |
| Chases missing documents and signatures | Rarely | A task to work through | Yes Until they arrive |
| Waits for an attorney's approval before anything goes out | Yes | Varies | Yes Built in |
| Tells you when a step fails | No The client tells you | If configured | Yes Alerts a person |
The first two are fine for a step. A process that spans a browser, a phone call and a calendar needs something that can carry it all the way through.
Want your front desk to work like this?
One free call. We'll map your front desk with you and tell you honestly whether it's worth automating.
— What it costs
Pay for the work, not per seat.
Four parts, each agreed before it starts. Nothing is billed by the hour, and your whole team can use it at no extra cost per person.
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We map your process
A 30-minute call, then a written plan of your flow. Yours to keep, even if you say no.
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We build and test it
One fixed price for the plan you approved, agreed before work starts. Nobody is contacted until you sign it off.
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We keep it running
Hosting, daily checks, an alert when a step fails, fixes, and changes as you grow.
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Calls and texts
Charged by the phone company and passed on with no markup, on their own line.
Calls and texts are billed by the phone company and shown on their own line of your quote, at cost.
— Trust & responsible AI
Your clients, your firm, your rules.
It says it is an AI
On every call and every chat. We will not build one that pretends to be a person.
No legal advice, ever
It answers, books, reminds and chases. It never assesses a case or says what to do.
Urgent goes to a person
An arrest, a safety concern, a deadline tomorrow: you define urgent, and those calls are handed over.
Your name, your number
Clients hear your firm. Never ours, never a vendor's.
No cold calls
It only contacts people who contacted you, and your clients.
Attorneys stay in control
Anything sent in the firm's name can need approval, and every call and message is logged.
— Questions attorneys ask
Questions attorneys ask.
Yes. It introduces itself as your firm's AI assistant at the start of every call and chat. That is honest, and in a growing number of places it is also required.
No, and we will not build one that does. It asks your intake questions, books consultations, sends reminders and delivers updates your team has written or approved. Any question about a case is written up and passed to an attorney.
The names it collects go through your conflict check before a consultation is booked: in your case software where it allows that, or to a person on your team where it does not. A possible conflict is never booked by the flow. It goes to a person.
It stays in the systems you already use, in a workspace of your own, and we do not reuse or sell anything that passes through it. We hold no legal-industry certification and will not imply otherwise. Bring your firm's policies and your state bar's guidance on AI to the mapping call, and we will either build to them or tell you honestly that we cannot.
It reminds clients of dates your team has entered. It does not calculate deadlines or manage your docket. That stays with your attorneys and your docketing system.
It works with your calendar and email, imports Excel and CSV, and connects to your case management software wherever it allows. Where there is nothing to connect to, the browser agent logs in with your account and does the clicking.
Many answering services take a message for someone to call back. This flow asks your own intake questions, runs the conflict check, books the consultation in the right attorney's calendar and confirms it by text, then writes the call up for your team. Anything it should not handle still goes to a person.
Yes. It can answer and message in Spanish and other languages, asking your intake questions in the caller's language, and your team can get the write-up in English.
There is no fixed plan, because every firm's intake is different. The mapping call and written plan are free, building it is one fixed price agreed before work starts, running it is a monthly fee, and calls and texts are passed through at cost. You have the full figure before you sign.
This page shows worked flows for personal injury, family law, immigration and estate planning. We also build for criminal defense, employment, bankruptcy, real estate, workers' compensation, business and tax law firms.
You do. The flow, the intake scripts, the rules and the data are yours, and they stay in your own workspace.
— The AI behind it
Your AI receptionist runs on Chat Cobalt.
Chat Cobalt is Codebold's own AI chat and voice product. It answers your website chat and your phone, trained on your firm's own website, and hands the flows on this page what they need: the booking, the reminder, the follow-up.
- AI chat on your website, day and night
- AI voice on your own phone number
- Reply to chats and see new leads in the app
We run Chat Cobalt on our own business every day.
— Let's talk
Tell us what your
front desk repeats.
One free call. We'll map it with you and tell you honestly whether it's worth automating.
Working with clients internationally, since 2013.
