LOIS Voice Agents

LOIS Voice Agents help you capture every lead, strengthen client relationships with open communication, and optimize your firm’s phone spend and operational efficiency. Connect your call answering service directly with your intake and case management systems to automate admin action on simple tasks, from data entry to scheduling a meeting.

With LOIS Voice Agents, you workflow could look like:

1. a call comes in via tracked or forwarded number
2. the AI agent answers and ask intake questions, and answers the client’s questions
3. all call data and transcripts are stored and accessible in the LOIS Voice Agents app
4. the lead data is logged in Lead Docket
5. qualified leads flow into Filevine as new cases

AI Voice Agents

A voice agent can answer every call, handle administrative busywork, and connect with your existing systems and processes. The AI agent answers every phone call, gathers key details from the caller, and makes a judgment on how to handle the call—answering a quick question, updating your case file, or routing the call to an attorney on your team. 

• Capture every lead: answer every call from a potential client so you don’t miss out on promising leads — no matter the time of day, or how busy your team is. Identify and route important or sensitive calls to the right team members, live. And don’t waste time on spam calls — the AI agent picks up and filters them out for you.
• Strengthen client relationships: provide ready answers when a client calls for a simple update, without tying up your staff
• Handle busywork: Spend less time filling out spreadsheets, transcribing information, and re-entering the same data in multiple places, and more time moving leads and cases forward

View an example of a typical call workflow, or learn more about the components of a voice agent. 

Call Tracking and System Integration

The LOIS Voice Agents app shows logs and details of every call, and overview summary information of your calls. Learn more.

Voice Agents are natively connected to your data in Lead Docket. The AI agent isn't working blind; it can look up case status, identify existing clients, and take action within the firm’s existing workflow.

Integrate LOIS Voice Agents with VoIP systems, other call tracking systems, or Calendly to track your phone calls and schedule appointments all from one place.