How OzyOps Works for Law Firms
Your AI answers prospective client calls, qualifies by practice area, books consultations, and follows up on retainers — so you never lose a case to a missed call.
From first call to booked consultation
Here's what happens when a prospective client reaches out
Prospective Client Calls Your Firm
Someone calls your main office number looking for legal help. Same number, same professional experience.
Smart Routing Activates
If you're in court, in a deposition, or it's after hours, the call seamlessly routes to OzyOps. You define the rules.
AI Qualifies the Caller
Your AI answers with your firm's name, identifies the practice area (personal injury, family law, criminal defense, estate planning, etc.), assesses urgency, and captures caller details and case summary.
Urgent Matters Get Escalated
Time-sensitive situations — arrests, restraining orders, impending court deadlines, custody emergencies — are immediately transferred to the appropriate attorney or added to a priority callback list.
Consultations Get Booked
Non-urgent inquiries are booked directly into your consultation calendar. The AI confirms the practice area, preferred time, and captures preliminary case details.
Everything Gets Logged
Every call is recorded with a full transcript, case summary, practice area tag, and urgency level. Review it all from your dashboard — or get instant notifications.
So retainers don't go unsigned
Your AI follows up with prospective clients after consultations so retainers don't go unsigned
📧 Automatic Follow-Up Sequence
- You conduct the initial consultation with the prospective client
- The prospective client enters an automated SMS/email follow-up sequence
- Professional check-in after 2-3 days: "Do you have any questions about next steps?"
- Gentle reminder at 5-7 days if no retainer signed
- Final touchpoint before moving to inactive status
🎯 You Stay in Control
- You decide the retainer terms and engagement scope
- The AI ensures no prospective client falls through the cracks
- Messages are professional and appropriate for legal communications
- Easy opt-out for contacts, automatic pause if they respond
- Full visibility into every message sent from your dashboard
Example Day 3 Follow-Up:
"Hi Sarah, this is Johnson & Associates. Thank you for meeting with us about your family law matter. Do you have any questions about next steps or the engagement letter? We're here to help. - Johnson & Associates"
You practice law. Your AI handles the intake calls.
👤 You
Manage everything from your dashboard
- Define your practice areas and intake questions from the dashboard
- Set consultation availability and scheduling preferences
- Configure urgency rules (what triggers an immediate transfer)
- Focus on practicing law and signing retainers
🤖 Your Phone Coverage
Professional intake, 24/7
- Answers every call 24/7 with your firm's name and professional tone
- Qualifies callers by practice area, urgency, and case details
- Books consultations directly into your calendar
- Follows up on unsigned retainers automatically
- Transfers urgent legal matters to the right attorney instantly
No sales calls. No 3-week onboarding.
Sign up and go live today.
🚀 Sign Up & Choose Your Plan
5 minutesCreate your account in minutes. Pick the plan that fits your firm — from solo practitioners to multi-attorney practices.
⚙️ Configure Your Phone Coverage
15-30 minutesUse the guided setup to define your practice areas, intake questions, consultation types, business hours, and urgency escalation rules. Customize the greeting to match your firm's professional tone.
📱 Forward Your Calls
5 minutesSet up call forwarding from your existing office number. Your callers still dial the same number — the AI picks up when you're unavailable. Works with any phone system.
📊 Monitor & Adjust from Your Dashboard
OngoingReview call transcripts, track consultation bookings, monitor retainer follow-ups, and refine your AI's intake scripts anytime. No waiting on anyone — changes go live instantly.
See Your Dashboard in Action
Every call, consultation, and retainer — in one place
Your dashboard — every call, consultation, and retainer in one place
Built for How Law Firms Actually Work
Features designed for legal intake, not generic call answering
⚖️ Practice Area Routing
Your AI identifies the caller's legal need and routes to the right attorney or practice group — personal injury, family law, criminal defense, and more.
📝 Intake Qualification
Capture case details, timeline, and urgency during the first call. Your AI asks the intake questions you define.
📅 Consultation Calendar
Prospective clients book directly into your consultation schedule. No back-and-forth phone tag.
💼 Retainer Pipeline
Track every prospective client from first call to signed retainer. See which leads need follow-up and which converted.
🎙️ Call Recordings & Transcripts
Listen to every intake call or read the AI-generated transcript. Search by date, practice area, or caller.
🌙 After-Hours Coverage
Prospective clients don't just call 9-to-5. Your AI captures leads at midnight, on weekends, and during court hours.
If Your Phone Rings When You're in Court, We've Got It Covered
Sign up, configure your intake flow, and start capturing every prospective client — live in under 30 minutes.
No sales call required. No long-term contract. Cancel anytime.