Attract and convert more clients

 

Be the firm that responds first, without hiring more people.

Speed matters more than most firms realise. Research consistently shows that the first firm to respond to an enquiry wins the instruction in the majority of cases. Yet most law firms still rely on human receptionists, shared inboxes, and office hours to manage first contact.

We help law firms put a 24/7 front door in place that:

Answers calls and web enquiries out-of-hours

Captures matter type, urgency, contact details and next steps

Routes the enquiry to the right team and logs it properly

Gives prospects fast, consistent information i.e. fees, next steps, what to prepare

This improves conversion and protects fee earners from low-value back-and-forth.

 

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it’s what we do best

Client reviews

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What we help Legal teams achieve

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Faster, cleaner client
intake

Capture intent, matter type, urgency, and conflict-check details consistently, then route and log it automatically. Inconsistent intake is one of the most common sources of leakage in legal firms: matters get misrouted, context gets lost, and fee earners spend time reconstructing information that should have been captured at first contact.

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Better responsiveness without extra headcount

Reduce missed enquiries, speed up first response, and give clients clear next steps earlier. McKinsey research finds that AI can improve productivity on high-volume, repeatable tasks by up to 40%, which in a legal context translates directly to faster client-facing turnaround without adding resource.

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Case management that actually runs the firm

Bring calls, messages, notes, and enquiry context into the systems you already use, so nothing sits in inboxes or in someone's head. Clean data in your case management system means better reporting, fewer dropped matters, and team-wide visibility.

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More fee earner time

Automate the post-call busywork: summaries, tasks, follow-ups, and data capture, so solicitors do more chargeable work. Non-billable admin is one of the biggest drags on utilisation in mid-size firms. Every hour recovered from manual post-call tasks is an hour that can be applied to chargeable work.

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More accurate time capture

Make time entry easier as work happens, supporting utilisation, realisation, and fewer write-offs. Firms that automate time capture prompts close to the work event consistently see improvements in realisation rates, because entries are more complete and more accurate.

Use cases

CX and AI use cases for Law firms

Client acquisition + intake

Capture more qualified enquiries and get the right matters to the right people faster - with consistent handovers from the very first interaction. 

  • > AI receptionist + web chat triage (24/7 coverage)

  • > Qualification + routing by matter type /urgency

  • > Automated consultation booking + confirmations

  • > Consistent handover notes into your system

Client experience + matter updates

Keep clients informed automatically, reduce “chase” emails, and improve confidence with timely updates and a single, trackable conversation history. 

  • > Auto summaries after calls/meetings

  • > Drafted client update emails using approved templates

  • > Prompts when a matter goes quiet / SLA risk flags

  • > A single conversation timeline per client/matter

Fee earner productivity

Give fee earners time back by turning conversations into actions - less admin, faster internal handoffs, and higher-quality first-pass comms. 

  • > Notes → tasks → follow-ups without manual effort

  • > Faster internal handoffs (less “can someone update me?“)

  • > AI support for drafting first-pass comms (with guardrails)

Case management + operations

Run matters more consistently and visibly by capturing key enquiry/call detail into workflows, improving reporting and team-wide service standards. 

  • > Capture enquiry/call detail directly into the case workflow

  • > Better reporting on volume, responsiveness, and workload

  • > Consistent service standards across teams

Use case

Client acquisition + intake

View use casearrow-image

Client acquisition + intake

Capture more qualified enquiries and get the right matters to the right people faster - with consistent handovers from the very first interaction. 

  • > AI receptionist + web chat triage (24/7 coverage)

  • > Qualification + routing by matter type /urgency

  • > Automated consultation booking + confirmations

  • > Consistent handover notes into your system

Use case

Client experience + matter updates

View use casearrow-image

Client experience + matter updates

Keep clients informed automatically, reduce “chase” emails, and improve confidence with timely updates and a single, trackable conversation history. 

  • > Auto summaries after calls/meetings

  • > Drafted client update emails using approved templates

  • > Prompts when a matter goes quiet / SLA risk flags

  • > A single conversation timeline per client/matter

Use case

Fee earner productivity

View use casearrow-image

Fee earner productivity

Give fee earners time back by turning conversations into actions - less admin, faster internal handoffs, and higher-quality first-pass comms. 

  • > Notes → tasks → follow-ups without manual effort

  • > Faster internal handoffs (less “can someone update me?“)

  • > AI support for drafting first-pass comms (with guardrails)

Use case

Case management + operations

View use casearrow-image

Case management + operations

Run matters more consistently and visibly by capturing key enquiry/call detail into workflows, improving reporting and team-wide service standards. 

  • > Capture enquiry/call detail directly into the case workflow

  • > Better reporting on volume, responsiveness, and workload

  • > Consistent service standards across teams

Want to find the fastest ROI in your firm?

We’ll review your current journey and highlight practical opportunities across client acquisition, CX, and AI-enabled productivity - connected to the systems you already run.

AI Agents, built around Legal workflows

AI agents designed for legal workflows, with boundaries built in.

We help you design AI agents that support specific legal processes without increasing risk.

 

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Enquiry Agent

Captures details, checks urgency, routes correctly

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Client Update Agent

Summarises interactions and drafts updates from templates

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Matter Admin Agent

Turns meetings into tasks, reminders and next steps

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Knowledge Agent

Finds internal answers fast (policies, FAQs, process)

Always with clear boundaries: what the agent can do, what needs human review and how data is handled. 

 


How we work

Discovery: Map your client journey

We review your current intake, communication flow, and the admin burden across teams.

Find out more

Identify quick wins + ROI

We prioritise the highest impact changes first - usually routing, time capture, and post-call admin.

Find out more

Design the right architecture

Tech-neutral, outcome-led: we align systems, integrations, and governance so adoption sticks.

Find out more

Implement, optimise, support

We don’t just “go live”. We help you improve performance over time and embed the behaviours that drive value.

Find out more

Trusted by leading teams, delivered with leading platforms

Put the team behind 100+ communications
transformations to work for you

True specialists

We decode communication tech daily. While platforms push monthly AI releases, we're already stress-testing real-world outcomes to ensure you get 100% value from these capabilities.

Battle-tested experience

Elite technical credentials matter. But what sets us apart? We'll challenge assumptions and flag risks before they become problems. We map technology to business processes, helping you redesign workflows to take advantage of modern capabilities.

Long-view partnership

Our clients stay 6+ years because we evolve with their needs. No quick fixes – we're architects of lasting transformation.

Frequently asked questions

What does “CX and AI for law firms” actually mean?

CX and AI for law firms means improving the end-to-end client journey, from first enquiry to matter updates, using automation and AI where it removes admin and reduces delays.

Typical improvements include faster intake, better routing, cleaner handovers, and consistent client communication throughout the matter lifecycle.

How can AI help a law firm win more instructions?

AI ensures your firm responds to every enquiry, at any hour, with consistent information and a clear next step. The first firm to respond wins the instruction in most competitive situations.

AI receptionists and web chat triage capture intent, qualify the enquiry, and route it to the right team, without requiring a human to be available at the moment of contact.

Can an AI receptionist or chatbot work out-of-hours?

Yes. Out-of-hours automation captures contact details, matter type, urgency, and preferred next steps, then triggers a call-back or booking request.

The goal is to keep prospects moving rather than waiting until the next business day, when they may already have instructed a competitor.

 

How do you keep the experience “human” if AI is involved?

AI handles repeatable admin: capture, triage, summaries, and routing. Humans handle judgement, advice, and complex conversations. The best setups use clear escalation rules so sensitive or high-value interactions always reach a qualified person quickly, with full context already preserved.

How does this reduce non-billable admin for fee earners?

By automating post-call tasks: summaries, action items, follow-ups, and data capture. When information is logged cleanly into the right systems, solicitors spend less time reconstructing context and more time on chargeable work.

For a firm with 20 fee earners losing an average of 45 minutes per day to manual admin, the recoverable time is significant.

Can you improve time capture and billing hygiene without nagging?

Yes. Time capture is supported by automatically capturing meeting and call context, then prompting structured time entry close to the work event.

This improves completeness, reduces write-offs, and gives practice managers better visibility into utilisation and realisation rates.

Will this integrate with our case management software?

In most cases, yes. The goal is for enquiry and conversation context, including calls, messages, summaries, and next steps, to land in the systems your firm already uses.

Integration approach depends on your current stack, data requirements, and governance needs.

Is using AI in client communications safe for legal teams?

It can be, when implemented with the right guardrails. That means clear boundaries for what AI can and cannot do, human review for sensitive outputs, controlled data handling, and consistent templates for client-facing communications. We design these boundaries in from the start.

Do we need to replace our current comms tools to do this?

Not always. Many firms improve outcomes significantly by optimising what they already have through better routing, workflow design, and integrations. A short discovery usually reveals the fastest ROI without a full replacement.

What’s the best place to start with CX and AI in a law firm?

Start where friction is highest and value is easiest to prove: enquiry handling, routing, post-call admin, and time capture. These areas typically deliver quick wins without disrupting core legal work, and create the evidence base for broader adoption.

Case Studies

ESI Technologies | Unified communications modernisation | Fortay

ESI Technologies | Unified communications modernisation | Fortay

ESI Technologies Established in 1919, ESI Technologies is a leading supplier of process equipment and engineering solutions for the biotech, pharmaceutical, chemical, food and energy industries in Ireland, UK and Benelux. It has...

Your World Recruitment | Global communications improvements | Fortay

Your World Recruitment | Global communications improvements | Fortay

Your World Recruitment, a global staffing organisation providing careers to experienced healthcare professionals worldwide,is set to better address the global healthcare staffing shortagewithan all-new UCaaS solution provided by ...

Garden Court Chambers | Modern communications for barristers | Fortay

Garden Court Chambers | Modern communications for barristers | Fortay

Garden Court Chambers Founded in 1974, Garden Court Chambers is the largest barristers’ chambers in London with leading barristers and expert QCs providing legal advice and services to solicitors, members of the public and...

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