Book a Demo AI RECEPTIONIST · BUSINESS & CORPORATE LAW
Founders don’t leave voicemails; they call the next name on the list. Your AI receptionist for business law firms qualifies entity and contract inquiries and books the consult — captured case-ready inside Clio, MyCase, Filevine.
One demo line · every law-firm workflow
Try: “I need a consultation about a car accident.”
No signup, no sales rep — just call it.
Answer a sensitive family-law inquiry with warmth and discretion, run the conflict check before any details are shared, qualify the matter type, and book the consultation in Clio with the intake packet sent.
Thank you for calling Harper & Lane. This is James, the firm's virtual assistant. How can I help you today?
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Answer a sensitive family-law inquiry with warmth and discretion, run the conflict check before any details are shared, qualify the matter type, and book the consultation in Clio with the intake packet sent.
+270 moreResolution rate
Always available
Languages
Avg. handle time
Platform integrations
Keep your stack. Lumi works on top of it.
No rip-and-replace — Lumi layers onto your intake & matter-management system. 270+ integrations.
Clio
Lawmatics
MyCase
PracticePanther
SmokeballRMRocket Matter
FilevineAcActionstepCoCosmoLexLDLead Docket
HubSpotCalendlyDoDocusignTwilioGBGoogle Business ProfileZaZapierThe inbound line
None of them need a partner to pick up the phone — they need a competent front desk to answer, qualify the matter, capture the company and the deadline, and book the consult. And they land while your attorneys are heads-down in a deposition or a closing.
A founder racing a signing date who needs the entity type, the deadline, and the deal captured — and a consult with an attorney on the calendar today, not a callback next week.
A time-pressed operator with a clock running on a response window. Lumi captures the matter and the opposing party for the firm to clear — it never reads or evaluates the letter.
A businesslike caller who wants the contract type, the counterparty, and the deadline logged and a consult booked — Lumi never opens, reads, or interprets the document itself.
A dispute that needs the parties, the agreement, and the urgency captured and routed to litigation counsel — no assessment of the claim from a machine.
A practice-area screen — a fit, a referral, or a conflict — that qualifies the matter and captures the company without waking a partner mid-deposition.
The retainer-worthy matter is the one that calls while a partner is in a closing. A system should answer it, qualify it, and screen the opposing party before the founder dials the next firm.
What is an AI receptionist for business law firms?
An AI receptionist for business law firms answers every inbound the moment it rings, greets the caller like the professional they are, and qualifies the matter: the matter type — formation or entity, contracts, a dispute or litigation, employment, IP, or an M&A deal — the company and the caller’s role, the urgency and any deadline, and whether they’re an existing client. It captures the opposing business party so the firm can clear a conflict, books the consultation on an attorney’s calendar, and writes the qualified intake into Clio Grow, Lawmatics, or MyCase. It answers factual questions about the firm in 70+ languages — and it never gives legal advice, never reviews or interprets a contract, never evaluates a matter, never predicts an outcome, and never clears a conflict itself. The attorney-client relationship begins with your engagement agreement; Lumi is the business front desk that never goes into a deposition.
The difference a founder feels
A voicemail or answering service
Lumi
A name emailed after the closing is a founder who already engaged another firm. A qualified matter with the opposing party captured and the consult booked is the retainer you keep — logged while your attorneys were heads-down.
The deal-on-a-clock call is just the front door
Winning the inbound is where Lumi starts. It keeps going — qualifying matters, capturing the conflict for your team to clear, scheduling, tracking the deadlines, and the matter-management system you already run — always routing the law itself to your attorneys.
Voice, SMS, web chat, WhatsApp, email — the founder who calls about a formation and emails the term sheet stays one matter. No professional retells the deal twice to reach an attorney.
Matter type — formation, contracts, dispute, employment, IP, M&A — company and role, urgency and the deadline, and existing-client status: captured the same disciplined way every time and written into your system.
The opposing business party and counterparty are captured on the intake and flagged for your team to run against your conflict rules. Lumi surfaces the conflict check — it never clears the conflict itself.
Practice areas, consult fees, how engagements work, hours — answered from what you approve. Legal questions route to a licensed attorney; Lumi never advises, never reviews a contract, never evaluates the matter.
Consult confirmations, deadline reminders, follow-up on a term sheet that went quiet, re-books after a no-show — the calendar discipline a solo or boutique business firm never has time for.
A signing Friday, a response window closing, a client who needs counsel today — escalated to your on-call attorney immediately with the full qualified intake and the deadline attached.
70+ languages, 24/7 — the founder who prefers Mandarin or Spanish gets the same competent, professional intake, and the matter lands in your system in English for the team.
Clio Grow, Clio, Lawmatics, MyCase, PracticePanther, Smokeball — qualified intakes and consults land where your attorneys and paralegals already work. 270+ tools.
Matters, captured on a clock
A founder’s call comes with a signing date, a response window, a close that won’t move — and it lands while your partners are in a deposition or a closing. Lumi qualifies the matter against your practice areas and captures it clean, whatever kind it is.
A founder needs the entity stood up before a funding close — captured with the parties and the deadline, while you're in a closing.
An MSA or NDA sitting on a signing date — the counterparty, the document, and the deadline captured while you're across the table.
A demand letter just landed with a response window — the matter and the opposing name captured for your conflict check, while you're in a deposition.
A termination, a policy question, a new hire — captured cleanly and routed, never answered as advice by the intake desk.
A trademark, a licensing question, a matter that doesn't fit a box — captured, qualified against your practice areas, and booked or referred.
Whatever the matter, the intake is the same disciplined capture — parties, deadline, and the opposing name for your conflict check — written into your system before the callback. Lumi qualifies and routes; your attorneys practice law.
No rip-and-replace
Your intake system, your matter-management platform, your calendar — Lumi works inside them, not instead of them. Lumi works on top of the tools business firms run — Clio Grow, MyCase, Lawmatics, PracticePanther, and more. Qualified intakes, consults, and notes post straight into the systems your attorneys and paralegals already trust — 270+ tools in all.
ClioMyCaseLawmaticsPracticePantherSmokeballCalendlyDoDocusignGBGoogle Business Profile
QuickBooksSwitched on from day one
Live against your intake questions, your matter types, and your case-management system from the first call. Adjust the questions, set what escalates to a person, or add plays of your own.
Your firm, your math
Three sliders. No email gate. This is the retainer revenue leaking out of inbound business matters that hit voicemail while your attorneys are in a deposition — illustrative math, not a promise.
Matter revenue leaking out of missed inbound
$16,800/month
$201,600 a year — roughly 33.6 matters retained by whoever answered, assuming just 14% of missed inbound would have engaged.
Illustrative math on your own inputs — not a promise or a matter evaluation. The referral goes to the firm that picked up while you were in the room.
Built for a firm bound by the rules of professional conduct
A business intake line needs walls, not improvisation. Four are wired in before the first call — so the front desk never crosses into practicing law.
Lumi answers factual questions about your firm and screens the matter — it never advises, never reviews or interprets a contract, never evaluates a matter or predicts an outcome. The legal work routes to a licensed attorney.
Lumi makes clear that contacting the firm through the intake line doesn't by itself create an attorney-client relationship, and the intake isn't privileged legal advice. Representation begins with your engagement agreement.
It gathers the opposing business party up front and flags a potential conflict for your team — it never decides whether a conflict exists. That call stays with your firm; Lumi just makes sure the information is there.
Lumi writes into Clio Grow, MyCase, or PracticePanther — never a shadow file. Every screened matter, consult, and note lands where your attorneys already work.
Case file · business law firm
~50 business-matter calls/month · Clio Grow + referral leads · before: an answering service that emailed a name after the closing
the inbound rings while partners are in a closing — Lumi still answers
matter type, company, deadline, opposing party — captured every time
no more fielding non-fits or relaying who-called-about-what
referrals kept warm instead of cooling in a voicemail box
“The best business inbound always came while I was in a deposition or a closing, and my answering service just took a name. Now every founder gets a competent voice that qualifies the matter, captures the conflict, and books the consult — and the deal-on-a-clock calls reach me fast. We stopped bleeding referrals to whoever happened to pick up.”
Illustrative composite from typical first-quarter results — names and figures are illustrative, not a guarantee of results, until our first public business-firm case study lands.
Objections, welcome
No. Lumi is an intake receptionist — it greets, screens the matter, schedules a consult, and routes to a licensed attorney. It never gives legal advice, never reviews or interprets a contract, never evaluates a matter or predicts an outcome, and answers only factual questions about your firm. The legal work stays with your attorneys.
Lumi captures the opposing business party's name and identifying details on the first call and records them with the intake, flagging a potential conflict for your team to review and clear. It doesn't decide whether a conflict exists — that's your firm's call — but it makes sure the information is gathered up front instead of surfacing after you've invested time.
Your intake, run conversationally: the matter type (formation, contracts, dispute/litigation, employment, IP, a deal), the company and the caller's role, the urgency or deadline, the opposing party for the conflict check, and whether it's an existing client. It qualifies against the matters your firm takes and routes the rest politely.
No, and Lumi says so in the language you choose. Contacting the firm through the intake line does not by itself create an attorney-client relationship, and the intake isn't privileged legal advice — representation begins with your engagement agreement and a licensed attorney.
Yes. A deal closing this week or a demand-letter deadline is flagged as time-sensitive and escalated to the right attorney immediately, with the matter and the deadline captured — so it reaches a human fast instead of a voicemail.
It works on top of the tools business firms run — Clio Grow, Clio, MyCase, Lawmatics, and PracticePanther among them. It creates the contact, attaches the intake and conflict details, and books the consult. Your system stays the record; Lumi keeps it current. Using something else? Ask.
Lumi is positioned strictly as reception and intake — it doesn't practice law, give legal advice, or form the attorney-client relationship. It won't guarantee outcomes or make unsubstantiated claims, and it surfaces the disclosures you configure. Your state bar's rules govern; the boundaries are yours to set.
Flat monthly pricing, sized to your call volume and the channels you switch on — not a per-minute meter. Solo and multi-attorney firms are scoped differently, so the honest answer depends on your setup. Book a demo, tell us your volume and case-management system, and we'll put a number in front of you.
Guides & comparisons
Give her the inbound you miss while you're in the room.
Call the demo line like a founder on a deadline — say you need an entity formed before Friday, stay vague on the details. Watch it qualify the matter, capture the conflict, and book the consult. Then bring your call volume to a walkthrough.
(520) 464-4437
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