Setup & Customization

Here’s How We Set Up Your Account During Your Free Trial

Setup with Answering Legal is completely painless. In a fifteen minute phone call, our white-glove setup team will determine how you want your phones answered, how call forwarding will work, how you want us to handle different kinds of client callers, and what information you need from your legal intakes. That’s it!

Here are just a few things that will be covered in that phone call:

• Your firm’s custom greeting
• Your call transfer protocols—what kinds of calls we’ll transfer, who we transfer them to, and when
• Who in your firm receives messages
• Your call forwarding protocols—rollover, full-time, or time-of-day forwarding
• Your custom legal intake process

We want to make sure your free trial is a snapshot of what Answering Legal can provide your firm, which is why all of our premium features, including the Answering Legal app and integrations, are available immediately.

We Offer Same-Day Setup So You Can Get Started Instantly

Once you’ve told us how to set up your service, we’ll get to work on getting everything in order. We work fast, though; Answering Legal will be answering your calls the same day you call us if you need it.

We’ll activate your Answering Legal app and any integrations you may want, so you can experience everything Answering Legal has to offer right away. From there, you’ll have our expert virtual receptionists handling your calls for 400 minutes (or 14 days—whichever comes first).

100 Percent Customizable, 100 Percent Flexible

If, at any point during your free trial, you need any of these settings changed, you can do so via email, phone call, or by submitting a ticket on the Answering Legal app. We treat our free trial users the same way we treat our customers, so you have full access to our 24/7 support staff during your free trial.

This kind of flexibility is something we pride ourselves in. We consider ourselves an extension of your firm. We want to be able to grow and change with the firms we support. That’s why we offer 24/7 settings changes, so that if at any point something about our service doesn’t fit anymore, we can make a change.