Filevine Launches LOIS Voice Agents to Answer Law Firm Calls and Run Intake
Filevine has introduced LOIS Voice Agents, AI agents that answer a law firm's inbound calls, run triage and intake with the firm's approved questions, and route calls by reason for calling. Every call is saved in the firm's case management system with its recording, AI-generated summary and transcript attached to the right lead, according to the company.
- Filevine introduced LOIS Voice Agents, which answer inbound law firm calls and run intake using firm-approved questions.
- Each call is stored in the case management system with recording, AI summary and transcript attached to the right lead.
- Firms can set a confidence threshold; calls below it go to a review queue for staff to validate.
- Filevine cites a figure of 35 percent of calls to law firms going unanswered.
- The agents are available now in beta, with participation requests via filevine.com/lois/voice-agents.
What the voice agents do
According to Filevine, a LOIS Voice Agent is designed to answer the call, collect the caller's information and identify the stated reason for the call. The agent works from the firm's own case and lead data and sits on top of the phone system the firm already uses.
Based on the firm's configurations, the agent can link generic phrases such as "I was hurt" or "I have money problems" to defined categories such as "motor vehicle accident" or "bankruptcy." It can then help identify a potential practice area and service-area match, and ask the firm-approved intake questions tied to that category. Firm staff can review the resulting information and decide how to proceed.
From recording to lead record
After each call, the recording is transcribed, summarized and scanned for details such as names, dates of birth, incident dates, police report numbers and insurance carriers. Firms can set the confidence threshold for automatically associating a call with a lead.
Any call that scores under the threshold goes into a review queue. Staff can confirm the proposed lead match or link the call to a different lead.
For attorneys, Filevine says the result is fewer interruptions and better-prepared first conversations. Instead of a voicemail or a scribbled message, an attorney receives a lead with the caller's account, key dates and a summary already attached, and is pulled in only for calls that need a lawyer.
The problem Filevine points to
Filevine states that 35 percent of phone calls to law firms go unanswered, which can cost firms new clients or leave current clients feeling ignored. The company argues that many third-party answering services and general-purpose AI reception tools cannot update case files or employee calendars to schedule appointments. They can take a message, but the firm often has to retype the details by hand, if the tools reach the firm's records at all.
Michael Anderson, Chief Product Officer at Filevine, framed the gap in terms of client experience. "Every firm says it's responsive. Then the phone rings during a deposition and nobody picks up," he said. He added that emails, texts and documents have lived in firms' systems for years, but calls haven't.
Availability and what it means
LOIS Voice Agents are available in beta. Firms can visit filevine.com/lois/voice-agents to learn more and request information about beta participation. The source does not give pricing or a general release date.
For law firms, the pitch is that phone conversations would sit alongside emails, texts, documents and notes in the same system, where authorized team members can find and review them. Because the firm sets the intake questions, categories and matching threshold, and staff can review uncertain matches, the product is built around human oversight of what the agent captures.
