Customer Direct gives law firms live and virtual receptionist coverage to answer calls, capture approved intake details, schedule consultations, route urgent matters, and keep client communication organized inside existing workflows.
The intake opportunity
$109B
lost industry-wide every year to missed law firm calls
Oklahoma Bar Association
48%
of calls to law firms go unanswered
Clio Legal Trends Report
79%
of legal consumers hire whichever attorney responds first
Martindale-Avvo Legal Consumer Report (2024)
51%
more leads, 52% higher revenue with intake technology
Clio Legal Trends Report
Capture contact information, matter type, urgency, conflict-screening details where approved, and next-step requirements for potential clients.
Schedule consultations, callbacks, follow-ups, and attorney availability based on your calendar rules.
Answer approved administrative questions, route case update requests, collect messages, and help clients reach the right internal contact.
Update records, create intake notes, tag matters, route leads, and support documentation workflows inside your tools where access and process requirements allow.
Cover evenings, weekends, urgent inquiries, and overflow volume so potential clients are not sent to voicemail when your team is unavailable.
Turn operational challenges into clearer workflows, stronger coverage, and better customer experiences with a partner built to adapt around your business.
Customer Direct can support legal intake and client communication workflows inside tools like these, plus CRMs, case management systems, calendars, phone systems, forms, and reporting tools where access and process requirements allow.
Explore platforms
I'm treated as if I am their only customer, and I know that's not true, but that same customer service experience that the Customer Direct specialists give to my customers over the phone, I'm given as a client and that means a lot to me and embodies everything about who Customer Direct is.
Answers to the coverage, workflow, routing, and platform questions buyers usually ask before launching an answering-service program.
Yes. We can answer calls, collect approved intake information, route urgent matters, schedule consultations, and document conversations.
Yes. Customer Direct can support workflows inside common legal CRMs and case management tools where access and process requirements allow.
No. Agents follow approved intake and routing workflows and escalate legal advice questions to your firm.
Agents can follow your approved greeting, tone, and intake workflow so callers receive a professional first response aligned with your firm.
Yes. We can follow approved routing rules for practice area, location, attorney availability, urgency, language, and other intake criteria.
Agents can collect the approved contact, matter, urgency, referral, and scheduling details your firm needs while following your legal-advice and conflict-sensitive boundaries.
Capture every opportunity and create customer experiences that build loyalty.
