Answer every potential client before the other firm does
The firm that picks up first wins the case. Otofi answers every potential-client call 24/7, asks every intake question every time, and gets the consultation on the calendar, before the caller dials the next firm on their list.
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The Cost of a Missed Call
What every unanswered call costs your business
of potential legal clients who don't hear back within an hour move on
Personal injury, family law, immigration, and criminal defense clients are usually calling in a moment of crisis. They are not loyal, they call the first firm that answers. A missed call after 5 PM or a voicemail during a hearing is a case you will never see. Beyond speed, inconsistent intake means skipped questions, missed conflict-check data, and cases that slip through qualification. Otofi answers every call, asks your exact questions, and books the consultation.
What Otofi Handles
Call types managed for law firms
Otofi is an AI phone agent that answers and makes calls for law firms, runs your intake questionnaire, screens for conflicts, books consultations in Clio or Lawmatics, and hands off to attorneys when needed.
New-matter intake with firm-defined question sets
Otofi asks your exact intake questions, tailored per practice area (PI, family, immigration, criminal), and captures every answer before hanging up. Intake is consistent regardless of when the call arrives.
Conflict-check data capture
Collects opposing party names, entity names, and other conflict-check fields your firm requires, and logs them to Clio or your intake CRM before the call ends.
Consultation booking
Qualified prospects are offered the first available consultation slot with the appropriate attorney. The appointment is written directly into Clio Grow or your scheduling tool.
Existing-client status calls → route to paralegal or attorney
Current clients calling for case updates are identified by matter number or name and transferred to the correct paralegal or attorney, or offered a callback if the contact is unavailable.
Court date and document reminders
Otofi places outbound reminder calls for upcoming hearings, deadlines, or document submission dates, reducing the volume of anxious inbound status calls.
Payment and retainer questions
Answers basic billing questions from your approved scripts. Transfers to your billing staff for disputes or payment arrangements.
After-hours intake with urgency flags
Arrest calls, accident calls within 24 hours, and other time-sensitive matters are flagged as urgent in your intake system and trigger an immediate notification to the on-call attorney.
Integrations
Connects to your law firms software
Reads live availability and writes bookings, notes, and outcomes directly into your tools -- during the call.
Native integrations write intake data and conflict-check fields directly to your practice management system. Consultation slots are read from and written to Clio or your connected calendar in real time.
Inbound & Outbound
Coverage in both directions
Otofi vs. Your Current Setup
How Otofi stacks up
| Front desk / staff | Answering service | Otofi | |
|---|---|---|---|
| Monthly cost | $3,500–5,500/mo loaded | $300–1,500/mo (Smith.ai, Ruby, LEX) | See pricing |
| Hours covered | Business hours only | 24/7 | 24/7 |
| Books directly into your software | Yes | No, takes messages only | Yes |
| Consistent script every call | Varies by staff member | No | Yes, every time |
| Handles outbound follow-up | When not busy | No | Yes |
Compliance & Control
What's recorded, who can listen, and how escalation works
Otofi never gives legal advice. Every call ends with a clear statement that the conversation is not legal counsel. Information shared by prospective clients is treated as confidential consistent with ABA Model Rule 1.18, Otofi logs intake data only to your designated practice management system. Conflict-check data is captured and flagged for attorney review before the consultation is confirmed. Recording consent disclosures are configured to match your state's two-party or all-party rules. Legal should review your specific configuration before go-live.
FAQ
