Warm transfer
- Caller
- AI agent
- Recipient
- Places the caller on hold
- Calls and briefs the recipient
Ready to take the call
Connects the caller
Unavailable
Returns to the caller, relays any message and emails the caller’s message to the recipient.
AI Phone Agent Demo Line
Hear your AI receptionist in action
Call the demo line and try a law-firm scenario of your choice. The agent can role-play your firm or another business, so you can experience the conversation for yourself.
Demo phone number:
+1-855-965-5679
This is a demo line for testing TeleWizard’s AI phone agent. By calling, you agree to be contacted on the number you used for follow-up purposes.
Move new inquiries toward a consultation
TeleWizard guides callers through your intake questions and turns their answers into a useful next step: a consultation, a booking link or a staff handoff. Your team receives the details it needs to continue the conversation.
Capture the essentials
Collect contact details, the reason for the inquiry and the information your firm needs to assess the request.
Screen with your intake questions
Ask your firm's questions to understand the inquiry and guide the caller toward a consultation or the right member of staff.
Book the consultation
Schedule an appointment, send a booking link or bring your staff into the process when their attention is needed.
Give staff the context
Record intake details in your connected legal system so your team can pick up the inquiry with useful information already in place.
What Law Firms Say
I'm beyond pleased with TeleWizard; this includes the LLM, the UI, the technical support team and the actual deployed iteration. ‘Joleen’ (yes, we named ‘her’) has become a LITERAL member of our team, reduced overhead, increased our ability to automate intake and handle current client inquiries all while streamlining messaging ensuring compliance with my firm's SOP's and applicable ethical rules. To date, the use cases are only limited by my imagination as every time I have contacted Support with additional deployment ideas, my ideas have been met with excitement and executed flawlessly by their team. Most recently, TeleWizard trained Joleen to handle the initial HR applicant screening and the first round of interviews. My staff and I are beyond thrilled.
Founding Attorney · Hyslip Legal
Rated 5 out of 5
After just 6 weeks, Telewizard seems to be an extraordinary fit for our small law firm’s outside communication needs. The AI agent interacts via phone, chat bot, email and Yelp with human sympathy, clarity and consistency. It’s answering new and existing business calls, directing messages, setting up new consultations just like a human being would. Their support team at TeleWizard is very responsive and has allowed us to tailor our specific firm’s programming needs step by step until we finally got it right. Our rep from TeleWizard is very easy to work with and responsive. The price is right too and will likely save untold thousands on old school answering services and chat bots.
Founding Attorney · Blake Goodman P.C.
Rated 5 out of 5
Since implementing TeleWizard, our calls are answered instantly and clients are booked directly into Clio Manage without delays. The AI receptionist has saved us time, improved our intake process, and ensures every client feels supported from the very first call.
Founding Attorney · Bonnie Ewing Law
Rated 5 out of 5
TeleWizard always answers our calls and provides a very predictable, flexible conversation for both clients and potential clients. We’ve only received compliments about the experience. We absolutely recommend it because it works every time.
Founding Attorney · The Ball Law Group
Rated 5 out of 5
The biggest improvement since using TeleWizard has been reliability—especially after-hours. Having someone answer the phone outside business hours was a constant challenge, and it was difficult to find someone willing to work those hours. Having AI handle it has been effective and dependable. Yes, we would recommend TeleWizard to another firm for the same reason: it works reliably when you need coverage the most.
Case Manager · Liberation Law Group, P.C.
Rated 5 out of 5
As a solo attorney handling both English and Portuguese-speaking clients, I was looking for an AI solution that could sound professional, natural, and adaptable. What stood out to me most was the willingness to continuously refine the system based on real-world feedback and actual client interactions. The Portuguese capabilities in particular have been very strong, which is not something easy to find. I also appreciate how open the team has been to improving workflows, intake logic, and overall client experience rather than offering a generic “one-size-fits-all” solution. TeleWizard has shown a genuine effort to understand those challenges and tailor the platform accordingly
Solo Attorney · Brunelli Law
Rated 5 out of 5
An AI receptionist for your law firm’s intake process
TeleWizard uses your intake questions, approved answers and consultation rules to guide each conversation. It can gather information from a prospective client and route a call to the right member of staff. For existing clients, TeleWizard first authenticates the caller, then uses its Clio or Lawmatics integration to provide a case update from approved case notes or check their balance.
Consultation scheduling, booking links and payment links help callers take the next step during the conversation. We connect those actions with the tools your firm uses for appointments and intake.
Blind transfer
- Caller
- Recipient
Connects the caller directly to the destination.
The agent does not check whether the recipient answers.
Turn intake conversations into a better first impression
AI Supervisor shows where call handling needs attention. It checks whether the agent followed your instructions—such as explaining what a consultation includes before booking—and suggests improvements to the communication.
Sample product view
A team behind the technology
Your legal virtual receptionist, set up and maintained by TeleWizard
We turn your intake process into a working AI receptionist and keep it maintained. Our team handles the configuration, integrations and testing, so your staff can focus on running the firm.
Built around your firm
We learn your intake process, approved information, booking rules and the way calls reach your staff.
Connected to your tools
We build the conversation and connect intake, booking and follow-up actions with your legal systems.
Tested before launch
We test intake, booking and staff handoffs, including what happens when the next step cannot be completed.
Maintained for you
Our team maintains your receptionist's setup as part of the managed service.
The same receptionist, on the phone and on your website
Phone and web chat share the same AI agent, actions and integrations. Visitors who prefer to type can answer your intake questions and arrange a consultation through the chat on your website.
Turn a website inquiry into a conversation. A form submission can trigger an outbound call to arrange an appointment, extending your reception service beyond inbound calls.
Put intake details to work in Clio and Lawmatics
TeleWizard connects intake and booking with Clio Manage, adds matter and caller notes, and assigns callback tasks to team members. It sends new leads to Clio Grow’s Lead Inbox. In Lawmatics, it creates, updates and retrieves contacts and matters, completes intake forms and books appointments that trigger workflows. Your team can continue the work in the legal software it already uses.
AI legal virtual receptionist FAQs
How does an AI legal virtual receptionist help a law firm?
TeleWizard answers calls and web chat, gathers intake information, books consultations and directs requests to staff. It follows your firm's questions and instructions, then passes details into connected legal systems so your team can continue the work.
Can TeleWizard follow our firm's intake process?
Yes. We build your intake questions, approved answers, consultation requirements and staff handoffs into the receptionist. TeleWizard uses those instructions to gather the information your team needs and guide the conversation, with the process tested before launch.
Can an AI receptionist book consultations for our law firm?
Yes. TeleWizard can book appointments, send booking links and send consultation payment links within your firm's consultation process. If a booking cannot be completed, it follows your instructions, such as notifying a staff member or transferring the call. We include those handoffs in setup and testing.
Does TeleWizard integrate with Clio and Lawmatics?
Yes. Clio Manage workflows include contacts, matters, bookings, notes and summaries; Clio Grow receives leads in Lead Inbox. With Lawmatics, TeleWizard creates, updates and retrieves contacts and matters, completes intake forms and books appointments that trigger workflows. The dedicated integration pages show how each connection works.
Can website visitors use the same AI receptionist as callers?
Yes. Phone and web chat use the same agent, intake actions and integrations. Visitors can answer your questions and arrange consultations through your website chat. A website form can also trigger an outbound call to arrange an appointment.
Who sets up and maintains the AI receptionist?
TeleWizard handles setup and ongoing maintenance. Our team learns your intake process, builds the conversation, connects your legal systems and tests booking and staff handoffs before launch. Your firm's way of working guides the service; our team takes care of the implementation.
What does AI Supervisor review?
AI Supervisor reviews calls against your instructions and business rules, identifies communication gaps and suggests improvements. It can check whether the agent explained what a consultation includes before booking and highlight business friction, such as objections to consultation fees.
Can TeleWizard handle calls from existing clients?
Yes. With Clio or Lawmatics, TeleWizard authenticates the caller before providing a case update from approved case notes or checking their balance. It can also capture a request, take a message or direct the call to a person or department, following your firm's instructions.
Bring TeleWizard to your law firm
See how TeleWizard can handle your intake, book consultations and connect with your legal software. Request a quotation and a guided demonstration for your firm.
Our team will reach out to arrange a strategy call.
