Welcome the caller
Identify the firm and AI assistant clearly, then explain what information can be collected.
LimePhone answers around the clock, gathers structured intake information, identifies the right practice area, and hands promising or urgent matters to your team.
Clear AI disclosure · No legal advice · Human escalation by design
Configure conversational questions for each practice area while keeping legal judgment and advice with qualified people.
Identify the firm and AI assistant clearly, then explain what information can be collected.
Capture the practice area, jurisdiction, parties, relevant dates, and desired outcome.
Avoid advice, promises, or an attorney-client relationship; route emergencies appropriately.
Request consultation times, transfer qualified calls, or send a structured review summary.
Use separate intake paths for practice areas, languages, locations, and existing clients.
Tell callers who they are speaking with instead of imitating a person.
Use approved language that keeps interpretation and advice with lawyers.
Surface dates and urgent circumstances for faster human review.
Collect names and entities required by your process without deciding the result.
Escalate high-value, distressed, existing-client, or uncertain calls.
Keep recordings, transcripts, and summaries according to your configured policy.
No. The recommended workflow explicitly limits the assistant to approved information, intake, scheduling, and routing. Legal advice remains with qualified professionals.
It can collect the names and entities your firm requires, then send them into your review process. It should not independently clear a conflict.
Review LimePhone's current security, retention, recording, and integration terms against your professional obligations before deployment. Configure minimum necessary collection and human escalation.
Call flows can collect or use identifying details and route existing-client calls differently, subject to your integrations and configuration.
Bring your questions, boundaries, escalation policy, and consultation flow. Hear the complete caller experience before going live.