We built the firm's phones. Then made every call do more work.
An Indiana law firm runs its calls, texts, voicemail, and internal chat on apps we built, on their own ported main office number. Every call is transcribed and searchable, and calls turn into Clio time entries with the right rate defaults. The phone system is the product. The AI layer is what makes it more than a phone system.
The Problem
The phones worked. They just did nothing else.
A law firm lives on its phones, but a standard phone service treats every call the same: it rings, it ends, it is gone. What was said lives in someone's memory. The billable minutes spent on the call rarely make it into Clio. Whether the caller is a longtime client or a brand-new lead, the screen shows the same ten digits.
This firm wanted the opposite: one system their staff actually use all day, where the record-keeping happens because the call happened, not because someone remembered to do it afterward.
What We Built
The whole system. Not a plugin.
We built the firm's entire phone system: desktop, web, and mobile apps their staff use every day. Calls, texts, voicemail, internal chat, callback queues, do-not-disturb and lunch modes. We ported their actual main office number and cut the whole firm over, with full carrier compliance approved.
Because we built the system rather than bolting onto someone else's, the AI layer is not a feature toggle. It is wired into every call from the moment it connects.
The AI Layer
What happens after the call connects.
Every call, transcribed
Every call gets a transcript with speaker labels, and transcripts are searchable. What was said on a call three weeks ago stops being a memory contest.
Calls become Clio time entries
A finished call turns into a Clio time entry with an editable description and the correct rate defaults already applied. Billable phone time stops leaking because logging it stops being a chore.
Repeat callers recognized
Callers who have called before are recognized and deduplicated in the lead pipeline, so the same person does not show up as three new leads.
Caller ID that knows the client
Incoming caller ID enriches from Lawmatics, the firm's CRM, so staff see who is calling and the context before they pick up.
New leads reach the right people
When a new lead calls, an SMS notification goes to the right staff members. Nobody finds out about a hot lead from a voicemail the next morning.
Calls tied to revenue
The firm's own dashboard connects call activity to revenue attribution and answer rates, so the owner can see whether the phones are actually converting.
What It Means for the Firm
The record keeps itself. The staff just talk.
An attorney finishes a client call and the time entry is already drafted in Clio, description editable, rate correct. A staff member searches a transcript instead of asking around about what was agreed on a call. A repeat caller shows up as who they are, with their history, instead of as a mystery number.
Time entries stay editable and staff review what the system drafts. Every automated action is logged, the same posture we hold on every build. The detail is on our security page, and the integration layer it runs on is our platform.
How much billable phone time is your firm losing?
Tell us how your firm handles calls today. We will show you what a phone system that keeps its own records would look like for your practice.
Book a $250 ConsultThe consult: one hour with the team. You leave with a clear plan and a real price. Credited toward your build if you move forward.