For law firms across Canada

AI receptionist for law firms

Infold is a managed AI receptionist and intake line for Canadian law firms. It takes the names your conflict check needs before the caller tells their story, books consultations with the right lawyer and flags deadlines to the people you name. It never gives legal advice.

A lawyer in a dark suit holds a contract and listens as a couple across the desk points to a clause

Before the office opens · 7:40 AM

  1. Incoming call · 7:40 AM “We close on our house today. When can we pick up the keys?”
  2. Infold answered Your AI receptionist, following your rules
  3. Flagged urgent for your real estate clerk Callback by 9

Illustrative · fictional caller, real workflow

Read the greeting
  1. Thanks for calling Harbour Dental!
  2. You’re speaking with Sam, our AI receptionist.
  3. This call is recorded.
  4. How can I help you today?

A real recording of Infold’s voice, set up as the greeting for a sample dental office.

  • C$699/mo billed yearly (C$8,388 + tax) · setup included
  • Live in 2 business days once we have access and your approvals
  • 30-day money-back guarantee
  • Keep your number
Sound familiar?

Why do calls go unanswered at law firms?

Because the people who could answer are busy doing the work — and after hours, nobody is there. Here’s where it hurts most.

Your phone, without an answer

  • Voicemail — no message 7:40 AM · Before the office opens
  • Rang out 8:55 AM · Assistant on another line
  • Voicemail — message left 10:30 AM · Lawyers in court
Illustrative · the same day as below, without an answer
  1. Potential clients call the next firm on the list.

    Someone who was just served or let go wants to speak to a lawyer today. If your line goes to voicemail, the next search result picks up.

  2. Too much gets said before the conflict check.

    A caller tells the whole story to whoever answers — before anyone knows whether the firm already acts for the other side.

  3. Intake time goes to matters we don’t take.

    Your assistant spends the morning on calls about practice areas you don’t handle or matters outside your province.

  4. Clients can’t get through on court and closing days.

    When the lawyer is in court and the clerk is chasing funds on a month-end closing, a client with a real deadline gets voicemail.

What it handles

What does Infold handle for law firms?

The calls your team takes every day — answered your way, at any hour you choose.

Screening in your order

Asks your screening questions first — practice area, province, type of matter — and books only what you take. Other callers get your referral wording.

  • Conflict-check details captured
  • Consult booked Mon 11 AM
  • Intake summary to lawyer

Conflict-check details before the story

Takes the names of every party — the other side, related people and companies — and sends a short summary, so your conflict search runs before the caller shares confidential details.

Consultations with the right lawyer

Books the consult type and length you set for each lawyer into Microsoft 365 or Google Calendar today, or your practice management system once connected.

Deadlines and urgent matters flagged

Court dates this week, a limitation date coming up, an arrest, a closing in trouble — sent straight to the lawyer or assistant you name.

Existing clients and opposing counsel

Takes clear messages for the right lawyer and assistant, marks who is calling and why, and transfers the calls you say should come through.

Sample call

What does a call sound like?

Like a good front desk. After hours at Hartwell Injury Law: the caller gets an answer, a time and a text — and your team gets the details.

  • Says up front that it’s your AI assistant
  • Answers only from information you approve
  • Books, texts and escalates by your rules

The business and caller are fictional; the workflow is how Infold handles it. Hear more sample calls.

Hartwell Injury Law

Live call Fri · 8:30 PM · After hours

  1. Infold

    Thanks for calling Hartwell Injury Law! You’re speaking with our AI receptionist, and this call is recorded. How can I help?

  2. Caller

    I was rear-ended last week and my back’s been bad. Do I have a case?

  3. Rule: no advice · conflict check first
  4. Infold

    I’m sorry you’re dealing with that. I can’t give legal advice, but I can book you a consultation with a lawyer. First, what’s the other driver’s name, so we can check for conflicts?

  5. Caller

    Daniel Ross.

  6. Infold

    Thank you. Ms. Okafor can speak with you Monday at 11 AM. Calling us doesn’t make you a client until a lawyer confirms — I’ll text you the details.

After the call

Mon · Ms. Okafor
  1. Busy
  2. Consultation · new caller
  3. Busy

Booked · calendar accepted

Text to the caller · 8:33 PM

Hartwell Injury Law: consultation with Ms. Okafor, Mon 11 AM. Calling doesn’t make you a client until a lawyer confirms.

Details to Ms. Okafor · 8:33 PM

Intake · conflict check first

Other party: Daniel Ross. Motor vehicle matter. No advice given.

After the call

Tue · Ms. Okafor
  1. Busy
  2. Consultation · new caller
  3. Busy

Booked · calendar accepted

Text to the caller · 8:34 PM

Hartwell Injury Law: consultation with Ms. Okafor, Tue 2 PM. Calling doesn’t make you a client until a lawyer confirms.

After the call

Text to the caller · 8:33 PM

Hartwell Injury Law: Ms. Okafor will call you Monday morning. Calling doesn’t make you a client until a lawyer confirms.

Details to Ms. Okafor · 8:33 PM

Call back Monday AM

Conflict check: Daniel Ross. Motor vehicle matter. No advice given.

After the call

Alert to Lawyer on call · 8:32 PM

URGENT · court date Thursday

Conflict check: Daniel Ross. Call back first thing tomorrow.

Text to the caller · 8:33 PM

Hartwell Injury Law: a lawyer will call you first thing tomorrow about your court date.

What if…?
Sample call · fictional business and caller, real workflow
A day of calls

Where does each call end up?

Follow 7 calls across one illustrative day. Switch between “Without Infold” and “With Infold” to see what happens to the same callers.

One Wednesday at a six-lawyer general practice firm

  1. 7:40 AM Before the office opens

    “We close on our house today. When can we pick up the keys?”

    Without Infold: Voicemail — no message

    With Infold: Flagged urgent for your real estate clerk · callback by 9

  2. 8:55 AM Assistant on another line

    “I was let go yesterday after eleven years. Can I talk to someone?”

    Without Infold: Rang out

    With Infold: Employment consult booked Thursday · employer’s name taken

  3. 10:30 AM Lawyers in court

    “This is opposing counsel on the Patel file, returning Mr. Chen’s call.”

    Without Infold: Voicemail — message left

    With Infold: Message to Mr. Chen’s assistant · marked opposing counsel

  4. 12:40 PM Lunch

    “I need a will and power of attorney — and so does my mother.”

    Without Infold: Picked up after seven rings

    With Infold: Two estate-planning meetings booked · checklist texted

  5. 3:15 PM Every lawyer booked

    “I was served with a statement of claim on Monday.”

    Without Infold: Voicemail — message left

    With Infold: Litigation consult tomorrow · deadline flagged, parties taken

  6. 6:30 PM Closed for the day

    “Do you do separation agreements? My spouse and I agree on everything.”

    Without Infold: Voicemail — no message

    With Infold: Family law consult booked Monday · spouse’s name taken

  7. 9:45 PM Evening

    “Do I have a case against my landlord?”

    Without Infold: Hung up

    With Infold: Referral information shared · no legal advice given

Next morning · 7:00 AM Your summary of the day Illustrative
Calls answered
7
Booked or changed
3
Urgent, handled
2
Messages for you
2

After hours

  • 7:40 AM Flagged urgent for your real estate clerk
  • 6:30 PM Family law consult booked Monday
  • 9:45 PM Referral information shared
Next morning · 7:00 AM Your voicemail and missed calls Illustrative
Answered, late
1
Messages to return
2
Lost or unknown
4

After hours

  • 7:40 AM Voicemail — no message
  • 6:30 PM Voicemail — no message
  • 9:45 PM Hung up

Illustrative day. Fictional calls; the handling shown is how Infold works.

Intake and rules

It asks what your team would ask — and follows your rules.

What details does it collect?

New call summary Texted to your team · 7:40 AM
  • Caller’s name and contact details
  • Names of the other parties — people and companies — for your conflict check
  • Practice area and type of matter
  • Province, and the court if there is one
  • Key dates: hearings, deadlines, date of incident or dismissal
  • How they heard about the firm
  • Preferred lawyer and consultation times

What rules does it follow?

  1. No legal advice: it never says whether someone has a case, what it’s worth or what they should do next.
  2. Conflict details first: it takes the parties’ names before the caller shares confidential facts, and keeps the rest of intake brief.
  3. It tells callers it can’t give legal advice, and that calling doesn’t make them a client until a lawyer confirms.
  4. Court dates, limitation deadlines, arrests and callers who say they’re unsafe are escalated straight away; anyone in danger hears your 911 message first.
  5. It quotes consultation fees and retainer terms only as your firm writes them.

Which software does it connect to?

Connects today

  • Microsoft 365
  • Google Calendar
  • HubSpot

Ready to connect from day one.

Connected during setup

  • Clio
  • PCLaw
  • Lawmatics
  • Smokeball
  • MyCase

We build and test the connection during your setup. Whether it books directly or sends requests your team confirms depends on what each system allows — we tell you before you start. Using something else? Ask on your demo, or see every integration.

Product names are trademarks of their owners, named only to show what Infold can connect to; no partnership or endorsement is implied.

Setup

How does setup work for law firms?

Microsoft 365, Google Calendar and HubSpot connect today. Clio, PCLaw, Lawmatics, Smokeball and MyCase are connected during setup, so intake details land where your conflict search and matter records live. We script your screening questions, practice areas, referral wording and escalation contacts with you, and you test every path before it answers a client.

Live in 2 business days once we have access and your approvals.

  1. Day 1

    Step 1: A 30-minute setup call

    Your hours, services, the prices you quote, your booking rules and who gets urgent calls.

    Setup call · 30 min Example
    10:00–10:30 AM · video or phone
    • Hours
    • Services
    • Prices you quote
    • Booking rules
    • Urgent contacts
    You + Infold Accepted
  2. Days 1–2

    Step 2: We build it — you try to break it

    We set up your receptionist and connect your calendar or software. Call it yourself; we tune it until it handles your hardest calls.

    Test call You try to break it Example
    1. You, testing

      Can I get a discount for cash?

    2. Infold

      I can’t promise that — the team will call you back.

    Only your approved answers

  3. Go live

    Step 3: Forward your line

    Keep your number. One setting with your phone provider and Infold answers when you choose.

    Call forwarding Your number · one setting

    Your phone rings you first. No answer after 4 rings, or the line is busy? Infold answers.

    Example setting. You choose when calls forward.
Pricing

How much does an AI receptionist cost for law firms?

C$699/month billed yearly (C$8,388), or C$999/month with no contract. Setup is included. Both Infold plans include 100 handled calls a month; extra calls are C$4.99 each. Prices in CAD, plus applicable taxes.

  • Built for your business: greeting, services, prices you approve, your rules
  • Answers after hours, on busy lines and when the front desk is with someone
  • Books, changes and cancels in your calendar where it’s connected
  • Texts confirmations to callers and alerts you about urgent calls
  • Transfers to your team when a person is needed

Managed AI Receptionist

C$699/month

Billed yearly at C$8,388. Setup included. 100 handled calls a month.

Save C$3,600 a year compared with monthly

Extra calls C$4.99 each, never more than C$499 a month without your OK. Prices in Canadian dollars, plus applicable taxes.

30-day money-back guarantee. If Infold isn’t right for your business, email us within 30 days of your go-live date and we’ll refund everything you’ve paid — setup and extra calls included. One guarantee per business.

Questions

Questions law firms ask

Something else? Book a demo and ask us directly, or read the general FAQ.

Related reading: After-hours answering service · Infold vs Smith.ai · Infold vs Ruby · How Infold handles call data · AI receptionists and Canadian privacy law

Does an AI receptionist give legal advice?

No. Infold collects intake facts, flags urgency and books consultations. It never says whether someone has a case, what it’s worth or what to do next — advice stays with your lawyers.

How does it handle conflict checks?

It takes the names of every party — the other side, related people and companies — before the caller shares the details of their matter. Your team runs the conflict search before the consultation is confirmed.

Does it work with Clio?

Clio, PCLaw, Lawmatics, Smokeball and MyCase are connected during setup. Microsoft 365, Google Calendar and HubSpot connect today, so consultations can be booked from day one.

Can it screen out matters our firm doesn’t take?

Yes. It asks your screening questions first — practice area, province, type of matter — and books only what you take. Other callers hear your referral wording, such as your law society’s lawyer referral service.

What counts as urgent for a law firm?

You decide. Good candidates are a hearing in the next few days, an approaching limitation date, an arrest, a real estate closing in trouble and any caller who says they’re unsafe. Those go straight to the lawyer or assistant you name.

Is client information confidential and kept in Canada?

Call data is hosted in Canada by default. Canada-only processing, deployment in your own cloud or on your servers, and privately trained models are available for firms that need them. It collects only what your intake asks for. You set how long recordings and transcripts are kept, your calls are never used to train models shared with other customers, and our data processing agreement is available on request. The details are on our trust page.

Will callers know they’re speaking with an AI?

Yes. It says it’s the firm’s AI assistant at the start and that it can’t give legal advice. Anyone who asks for a person is transferred during hours or booked for a callback.

How much does an AI receptionist cost for a law firm?

Infold is C$699/month billed yearly (C$8,388), or C$999/month with no contract. Setup is included. Both Infold plans include 100 handled calls a month; extra calls are C$4.99 each. Prices in CAD, plus applicable taxes. There’s a 30-day money-back guarantee from your go-live date.

Tonight’s calls are coming either way.

Decide who answers them. Live in 2 business days once we have access and your approvals.

  • C$699/mo billed yearly (C$8,388 + tax), setup included · 30-day money-back guarantee