Legal & accounting practices

Never miss a time-sensitive client call.

A prospective client calls at 7 PM about a boundary dispute that has been in mediation for eight months. Another leaves a voicemail on a Friday about a tax filing due Monday. Countertone answers in your firm’s voice, captures the matter type and the parties involved before the call is forwarded, and routes to the right practice area — or onto after-hours on-call — before the caller hangs up.

Legal & accounting practices

Legal & accounting practices

New callers describe the heart of a potential matter before anyone has run a conflict check. Front-desk staff intake the call, take notes, and forward — but the description that mattered most already lives in a voicemail box. Trial dates, retainer status, and privileged information all need different handling.

No privileged content reaches the transcript. Calls are flagged as intake-only and stay inside your tenant.

  • What Countertone handles
  • Conflict-check intake scripts that capture matter type and parties before routing
  • Routes by practice area — litigation, estate, tax, family — to the right attorney or paralegal
  • Calendar-aware scheduling that respects trial dates, deposition windows, and travel days
  • Refuses to record or transcribe privileged details; calls flagged for the firm’s handling
  • Captures retainer status and quote scope so intake is one handoff, not five

After-hours intake

After-hours intake that doesn’t lose the heart of the matter

Time-sensitive callers reach the line at lunch, after 6 PM, on weekends — exactly when the partner is off the clock. The agent captures the matter type and the parties involved in the first minute, so the morning intake team has the substance of the call, not a voicemail summary typed in haste from a phone tree.

Sample call
Caller
I’m calling about a boundary dispute with my neighbor. We’ve been in mediation for eight months.
Countertone
To make sure we connect you with the right person, is this a litigation matter, an estate question, or something else? And has any other firm represented you on the matter?

Outcome: Matter type and prior-counsel flag captured; intake summary lands with the litigation paralegal before business hours the next morning.

Matter qualification

Client triage and matter qualification before the conflict check

Conflict-check intake scripts capture the matter type and the parties involved before any human runs a conflict search. The agent routes by practice area — litigation, estate, tax, family — so the call opens with the right attorney or paralegal, not the front desk triaging on the fly.

Sample call
Caller
My mother passed in March and we’re finally going through the estate. I need someone to look at the trust.
Countertone
Thanks for calling. Is this the first time an attorney has looked at the trust, or has anyone reviewed it before? And is there a court date already scheduled?

Outcome: Estate intake fields captured; routed to the estate paralegal with prior-counsel flagged for the conflict run.

Deadline-driven routing

Deadline-driven call routing to the right calendar

Trial dates, deposition windows, filing deadlines, and travel days all live on different calendars. The agent respects attorney blackouts, captures the deadline on the call, and puts the matter on the right calendar — not the one whose assistant happens to be free at 2 PM.

Sample call
Caller
I just got notice for a deposition next Wednesday and I don’t have a lawyer yet.
Countertone
Got it — that’s a fast-moving deposition prep window. I’m flagging this as urgent for the litigation team — they keep a one-week reserve slot for exactly this. What is the matter, and who is opposing counsel?

Outcome: Urgent litigation flag created, deposition date captured, calendar slot reserved for the on-call litigation partner.

See the tier

Walk it through Countertone pricing.

Pick the tier that fits your firm’s call volume, then book a single walkthrough to confirm. We’ll listen to a live transcript from your line, flag the calls your current setup is losing, and tell you which tier — or whether any tier — is the right starting point.

See pricing →

What to expect

  • We listen to a live call transcript together and flag the two or three details your current setup is losing.
  • A quote range in your first conversation — before any six-month pilot or implementation engagement.
  • If we’re not a fit, we’ll tell you in the first five minutes. No slides, no sales pitch.