Legal & Professional · User Guide
KarmasAI for law firms and professional services
Your AI receptionist answers every call, screens new-client enquiries, captures matter details, books initial consultations, and puts urgent callers through to a solicitor — composed, confidential, and available around the clock.
Principals, practice managers and intake staff at Australian law firms, conveyancers, accountants and other professional-services practices who want every new-client enquiry answered and qualified — without a missed call going to a competitor and without a receptionist straying into advice.
What the full guide covers
Inside your dashboard, each topic includes step-by-step setup, recommended practices, common mistakes and a checklist. Here’s what’s included.
Topic 1
Getting started
A missed call from a prospective client is often a matter lost to the next firm on their search results. Getting your agent live takes minutes and means every new enquiry is answered, screened and logged from day one.
Dashboard
Topic 2
Your AI agent
Your agent's voice and manner are the first impression a distressed or cautious caller forms of your firm. A composed, measured voice signals competence and discretion.
Dashboard -> Agents
Topic 3
Phone numbers & call forwarding
Your agent needs a number to answer. Forwarding your existing firm line means you keep your published number while the AI handles overflow, after-hours and missed calls.
Dashboard -> Phone Numbers
Topic 4
What your agent can do
Your agent can do exactly five things on a call. Knowing them keeps your expectations accurate and your prompt focused on intake and booking.
Configured per agent
Topic 5
New-client intake
Clean, consistent intake means a solicitor can triage a new matter in seconds instead of playing phone tag. The agent captures the right details every time, in the right order.
Configured per agent
Topic 6
Booking consultations
Booking the initial consult on the call is the difference between a captured matter and a lead that goes cold. The agent books straight into your diary and confirms by SMS automatically.
Dashboard -> Appointments
Topic 7
Confidentiality & no-advice guardrails
An AI that strays into advice or mishandles confidential information is a professional risk. KarmasAI's legal agent is built to screen for conflicts, refuse advice and protect privilege.
Configured per agent
Topic 8
Transfer & escalation to a solicitor
Some callers cannot wait for a callback — bail, an AVO, a court date within 48 hours, or someone in custody. The agent recognises urgency and puts them through to a solicitor immediately.
Configured per agent
Topic 9
Calls, inbox & transcripts
Every enquiry is recorded, transcribed and searchable. You can review exactly what was said, follow up on captured matters, and never lose a lead in a voicemail box.
Dashboard -> Calls
Topic 10
Notifications & alerts
Real-time alerts mean an urgent matter or a new high-value enquiry reaches the right person immediately, even when no one is watching the dashboard.
Dashboard -> Settings
Topic 11
Billing & plans
Your plan covers a set number of call minutes each month. Picking the right tier keeps every enquiry answered without overpaying.
Dashboard -> Billing
The full step-by-step guide lives in your dashboard
Start your 7-day free trial — no credit card required — and the complete Legal & Professional guide, with every setup step and checklist, is waiting inside your KarmasAI account.