Overview
Welcome to the Reflekt Legal documentation site!
Reflekt Legal is an AI-powered legal intake platform that helps law firms streamline client communication and automate case management. Our AI receptionist and AI outbound intake specialists handle inbound and outbound client interactions around the clock, qualifying leads and gathering case details so your team focuses on high-value work.
Key Features
- AI Receptionist - Answers inbound calls, SMS, and web chat inquiries 24/7, qualifying potential clients and collecting case details in real time.
- AI Outbound Intake Specialists - Proactively reaches out to new leads via SMS and email, engaging prospects and guiding them through the intake process.
- Multi-Channel Communication - Manage client conversations across SMS, email, and web chat from a single dashboard.
- CRM Integrations - Sync contacts and intake results with tools your firm already uses, like HubSpot.
Getting Started
- Sign up - Create your account at us-app.reflektlegal.ai.
- Set up call forwarding - Follow the phone provider guide to route your current business number to your Reflekt Legal assistant.
- Connect your CRM - Follow one of the integration guides to sync your contacts.
- Prepare your website - Make sure your site meets the TCPA compliance requirements so carriers approve your outbound SMS outreach.
- Go live - Activate your AI receptionist and outbound intake specialists from the dashboard and let Reflekt Legal handle the rest.
Questions or Requests
If you have any questions, reach out to our support team at [email protected]. We are also happy to take requests for new integrations.