Built for 1–10 attorney firms

Your billable hours
aren't intake calls.

Octa qualifies callers, screens for conflicts, books consultations into your calendar, and transfers emergencies to the attorney on-call. Everything a legal receptionist does, except it works at 11pm on a Sunday.

Start free trial→ See a real intake

Where small firms leak revenue

Three ways your phone loses cases.

After-hours intake calls go unanswered.

Someone's spouse just got arrested at 11pm. They call three firms. The one that answers wins the retainer. If that's not you, the fee goes somewhere else.

Unqualified calls eat paralegal time.

"I need help with a speeding ticket" calls your family-law line. Your intake coordinator spends 10 minutes untangling it before referring out. Multiply by 30 calls a week.

Conflicts of interest caught too late.

Prospect calls, 20 minutes of intake notes taken, then conflict check reveals the firm already represents the opposing party. All that time is unbillable.

Real transcript

Family-law intake, Saturday night.

Caller: new prospect. Octa: tuned for family-law intake. 3-minute call, pre-qualified, booked for Monday, conflict pre-check initiated.

Harper & Reyes Family Law · after-hours · 23:14 Saturday

Octa

Harper and Reyes Family Law, this is Octa. I'm the firm's AI receptionist for after-hours. Can I take a few details and schedule a consult with one of the attorneys?

Caller

Yes, hi. My wife filed for divorce. I just got served today.

Octa

I'm sorry you're dealing with that. Our divorce consultations are $200 for the first hour. Would you like me to book you in with Ms. Harper or Mr. Reyes? Both are family-law partners.

Caller

Whoever can see me first.

Octa

Mr. Reyes has Monday at 10 AM or 2 PM, Ms. Harper has Tuesday morning. Which works?

Caller

Monday at 10.

Octa

Perfect. Can I get your full name, your wife's full name, and the county the filing is in?

Caller

David Chen, wife is Linda Chen, Travis County.

Octa

Noted. I'll run a conflict check tonight; if there's any issue the firm will reach out before Monday. Anything else you want Mr. Reyes to see before the meeting — custody questions, assets, business interests?

Caller

We have two kids and I own a small restaurant.

Octa

Got it — custody and business interests flagged in your file. You'll get a text confirmation now and a reminder Monday morning. We'll see you at 10.

booked · conflict-check queued · intake notes attached to case file

What it does

Legal-receptionist tasks, on autopilot.

Qualifies callers against your practice areasFamily, criminal, PI, estate — Octa routes by practice. Non-practice areas get a courteous referral list, not a wasted intake.
Flags conflicts of interest at intakeCollects opposing-party name on the call, triggers a conflict-check workflow in Clio / MyCase, flags before the attorney spends time.
Books into attorney calendarsGoogle Calendar, Outlook 365, Clio Calendar. Respects each attorney's availability + practice-area routing.
Transfers emergencies to the attorney on-call"My spouse was just arrested" → warm transfer to the on-call criminal attorney with full context. Non-emergencies get Monday morning.
Collects basic intakeOpposing party, county, type of matter, 1-line case summary. All encrypted, delivered to your case-management system.
Client-privilege awareTrained to never quote legal advice. Captures facts for the attorney to review. Confidentiality maintained end-to-end — encrypted recordings, retention controls.

Your billable hoursaren't intake calls.

Three ways your phone loses cases.

After-hours intake calls go unanswered.

Unqualified calls eat paralegal time.

Conflicts of interest caught too late.

Family-law intake, Saturday night.

Legal-receptionist tasks, on autopilot.

Stop losing cases to voicemail.

Your billable hours
aren't intake calls.