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Legal Services

AI Contact Center
for Legal Services

Law firms face a constant tension: clients need responsive communication, but fee earners cannot be interrupted for every status update, scheduling request, or document enquiry. Lobbi handles the operational layer of client communication — intake, scheduling, case status, and document requests — professionally and precisely, with scope rules that keep the AI on approved operational topics and away from legal advice.

Responsive client communication. Legal advice stays with your solicitors.

Customer Service Challenges in Legal Services

Legal practices carry unique communication obligations — clients are often anxious, matters are time-sensitive, and every interaction carries professional responsibility implications that most contact center tools ignore.

Fee Earner Time Consumed by Routine Calls

Solicitors and paralegals spend billable hours answering calls about case progress, appointment times, and document status — administrative tasks that interrupt deep work and cannot be billed to the client.

After-Hours Calls with No Response Path

Clients facing urgent situations — a custody emergency, a property transaction crisis, an employment termination — call outside business hours and reach voicemail. The absence of any response path damages client relationships and can have real legal consequences.

Inconsistent New Client Intake

When a potential new client calls, the quality of intake depends entirely on who picks up the phone. Critical information — matter type, opposing parties, urgency — is often missed, creating delays and conflict check failures.

Document Request Bottlenecks

Clients requesting copies of correspondence, contracts, or court documents generate a stream of contacts that requires administrative coordination — tracking down files, confirming authorisation, and arranging delivery — often taking days for what should be a quick task.

How Lobbi Transforms Legal Services Communication

Lobbi handles the operational communication layer with the professionalism and discretion legal practices demand — AI scope rules, role-based access, and clear boundaries between operational support and legal advice.

Structured New Client Intake

Lobbi follows your firm's intake protocol in a guided flow — matter type, urgency, key dates, opposing parties, referral source — and routes the completed record to the correct practice area. Every new enquiry is captured consistently. Voice calls can be recorded and transcribed after the call with speaker separation, and recordings are kept for the retention period you configure.

Appointment Scheduling & Rescheduling

Clients ask to book, reschedule, or cancel consultations via voice or WhatsApp. Through an integration with your scheduling system's API, Lobbi checks fee earner availability and confirms the appointment in the conversation — without the solicitor being interrupted.

Case Status Updates

Lobbi provides clients with the last recorded update on their matter — stage of proceedings, outstanding tasks, next hearing date — looked up through an integration with your case management system's API, after verification questions validated against your records. No fee earner interruption for routine status calls.

After-Hours Call Handling & Urgent Escalation

Outside office hours, Lobbi answers every call, assesses urgency, and transfers genuine emergencies to the on-call team. If a transfer to an agent is not answered in time, the handoff safety net tells the caller in their own language instead of leaving them on hold. Non-urgent contacts are queued with full context for the morning team.

No-Legal-Advice Scope Rules

Scope rules keep the AI on approved operational topics with a configurable off-topic response, so clients asking for legal guidance are directed clearly to their solicitor. Prompt-injection and jailbreak detection, an AI disclosure message per channel, and logged safety checks add further control.

Practice Area Routing

Inbound contacts are routed to the correct practice area — family, commercial, property, employment, probate — based on the matter type identified during intake. Escalation policies raise priority or notify a supervisor before an SLA is breached, and in the agent desktop AI messages are clearly labelled, so staff see what the bot said and what the client said.

Common Legal Services Use Cases

Specific scenarios across law firms and legal service providers where Lobbi reduces administrative burden and improves client responsiveness.

New Client Enquiry & Intake

A potential client calls about a divorce matter. Lobbi captures matter type, key dates, whether children are involved, and contact details — routing the completed intake to the family law team with an AI summary.

Consultation Booking & Rescheduling

An existing client needs to move a consultation appointment. Through an integration with your scheduling system's API, Lobbi finds the next available slot with the correct fee earner and confirms the change in the conversation — without interrupting the solicitor.

Case Progress Enquiry

A conveyancing client calls to check whether searches have come back. Lobbi provides the last recorded update, looked up through an integration with your case management system, and confirms the next milestone — no solicitor interruption required.

Document Request Management

A client requests a copy of their contract. Lobbi captures the document type and authorisation confirmation, creates a ticket for the admin team, and tells the client the turnaround time you have defined.

After-Hours Urgent Call Triage

An employment client calls at 8pm after receiving a termination letter. Lobbi assesses urgency, captures situation details, and transfers the call to the on-call team for matters meeting the emergency threshold — all others are logged as tickets for the morning with full notes.

Invoice & Cost Enquiries

A client queries a bill or asks about outstanding disbursements. Through an integration with your accounts system, Lobbi gives the billing summary after verification questions, answers standard billing questions, and routes billing disputes to the practice manager.

Frequently Asked Questions

Questions from law firms and legal service providers evaluating Lobbi for client communication.

How does Lobbi protect client data in legal settings?
Lobbi protects client data with role-based access (Admin, Supervisor, Agent) and tenant isolation, two-factor authentication, single sign-on with Google Workspace and Microsoft Entra ID, IP whitelisting, and an audit log of logins and configuration changes kept for 365 days. GDPR tools export or anonymise a contact's data, call recordings are deleted automatically after a configurable retention period, and data is hosted in the EU. Talk to us about the specific compliance requirements of your deployment.
Can Lobbi conduct initial client intake for a law firm?
Yes. Lobbi gathers structured intake information — matter type, urgency, relevant dates, and contact details — following your firm's intake protocol in a guided flow. The completed intake is routed to the correct practice area with an AI summary, so the responsible fee earner has everything needed before the first client meeting.
Does Lobbi provide legal advice to callers?
No. Scope rules keep the AI on approved operational topics — scheduling requests, status updates, document requests, and intake — with a configurable off-topic response that directs substantive legal questions to a qualified solicitor. An AI disclosure message per channel tells clients they are talking to an AI.
Can Lobbi handle after-hours calls for urgent legal matters?
Yes. Lobbi answers after-hours calls, captures urgency, and transfers genuine emergencies to the on-call team — a queue in the agent desktop or an external number. If a transfer to an agent is not answered in time, the caller hears a spoken message in their language instead of endless hold music. Non-urgent calls become tickets for the next business day with full context, and escalation policies raise priority before an SLA is breached.
How does Lobbi work for practices with multiple fee earners and practice areas?
Lobbi routes contacts based on matter type — family law, commercial, conveyancing, employment — to the correct team. Practice areas can have their own bot, knowledge base and guided intake flow, and priority rules and escalation policies apply per category within a single firm-wide platform.

Ready to Transform Your Legal Services Contact Center?

Give clients responsive communication without interrupting fee earners. Lobbi handles intake, appointment requests, and status updates with the professionalism your practice demands.