Calls go unanswered.
A call or text gets no response, including after hours.
Donna answers day or night, handles the inquiry, and captures the lead.
For consumer bankruptcy firmsThe AI receptionist for bankruptcy law firms.
Donna answers every call, text, and web form, day or night, qualifies by your criteria, and books the consultation. Nikki follows up until the client retains.
Morrison Law Group, June 12 to September 9, 2026: 4,681 calls answered, 2.4 second average pickup, 56 consultations booked, 390 staff hours reclaimed.
Callers are told they are speaking with an AI assistant.
Real call. No human touched it. 3:28.
Read the call transcript
Thanks for calling. How can I help?
Schedule an appointment.
Is this about a case you already have with us, or is this your first time calling?
First time
I'm going to get you right over to our scheduling assistant who can set up your free consultation. One moment. You're being connected now. They'll help schedule your free-
This is the firm's virtual intake assistant. How can I help you today?
Uh, consultation appointment Sure.
May I have your first and last name?
Jamie
Thanks.
Yes.
Got it. Thanks. Just to be clear, does that mean you'll be filing jointly with a spouse?
No.
Got it. You'll be filing individually. Do you currently own a business or have you owned one in the last two years?
No.
Okay. Now let's get you a free consultation. What day and time works best for you?
Uh, next Friday
Our consultations are on weekdays, and Fridays are available from nine in the morning until two in the afternoon. What time on Friday works best for you?
Eleven.
Let me check for available appointment slots. One moment. I have an opening at eleven in the morning on Friday. Would you like me to book that for you? This is Friday the ninth, correct?
It's actually for Friday the second at eleven in the morning.
Would you like that time, or would you prefer Friday the ninth instead?
Friday the ninth, please.
Let me check for available appointment slots. One moment. I have an opening on Friday the ninth at eleven in the morning. Would you like me to book that?
Yes, please.
Let me book the appointment for you. Is this in the Sandy location? Right now, that's on our virtual calendar, so it's a Zoom consultation by default. If you'd rather meet in person in Sandy, tell me and I'll note that for the team. I can't confirm a location change until the booking finishes.
Preferably in person in Sandy.
Perfect. One moment while I finalize that for you. You're all set for Friday the ninth at eleven in the morning. It's currently booked as a Zoom consultation, but I've noted that you'd prefer in-person in Sandy so the team can follow up and coordinate.
- 24/7 calls, texts, forms
- 2.4 s average pickup
- Books into your calendar
New prospective clientBankruptcy inquiryEngage- Current actionNew inquiry captured
- Handled byDonna · Intake
From first call to retained client.
Built inside a bankruptcy practiceWhere the company started
10,000+bankruptcy cases filed
24+ yearsof legal practice
24/7calls and texts answered
Where clients slip away.
A lead never becomes a consultation.
The inquiry is captured and then stalls.
We qualify bankruptcy leads by your criteria, follow up, and book the consultation.
Leads go cold.
Missed a consultation or did not show.
Nikki follows up, keeps the lead warm, and books a new time.
Follow the inquiry from call to retained client.
Retainer Pro answers, qualifies, and books the consultation.
I need to talk to someone about filing bankruptcy.
- Answered
Never miss a call, text, or lead form that comes in.
Retainer Pro answers calls, texts, and web forms 24/7, handles the inquiry, and captures the lead.
Prospective clientIncoming callAnswered- MatterBankruptcy
- Response24/7
- Captured
The lead is on the record
The prospective client and the bankruptcy inquiry are saved with the call.
A. JordanBankruptcy inquiryCaptured- Current actionInquiry captured
- Handled byDonna · Intake
- Qualified
Turn leads into clients
Retainer Pro qualifies by your firm's criteria and follows up until the lead is ready.
A. JordanLead qualifiedCriteria met- Practice fit confirmed
- Criteria matched
- Follow-up underway
- Consult booked
The consultation is on the calendar
Retainer Pro schedules the consultation and keeps the inquiry attached to that appointment. Before the consultation we gather a few details so the attorney can weigh Chapter 7 against other options. That is to help the attorney, not to qualify the lead. If someone misses a consultation or does not show, Nikki follows up, keeps the lead warm, and books a new time. Nobody is forgotten.
Thursday10:30 AM- WithThe firm
- StatusScheduled
- Retained
The client signs with your firm
The consultation happens with the full inquiry in hand, and the lead becomes a retained client.
A. JordanBankruptcy inquiryRetained- ConsultationCompleted
- StatusRetained client
Tap the first step to watch a real lead become a retained client.
Book a demoMeet Donna and Nikki.
We automate the moments that matter so your firm stays human where it counts. They work around your team, not in place of it. Callers are told they are speaking with an AI assistant. Your firm approves the greeting. Sofia answers Spanish-language intake the same way.
Intake
Donna
Donna answers every call and text, day or night, handles the inquiry, captures the lead, and books the consultation.
Follow-up
Nikki
Nikki confirms the appointment, follows up, and keeps missed appointments and no-shows from going cold.
Built for bankruptcy firms.
Donna handles consumer bankruptcy intake. She collects what your attorney needs and leaves the legal judgment to your team.
What Donna asks
- Whether this is a first-time call or an existing case
- Name, and whether the filing is individual or joint
- Business ownership in the last two years
- A consultation time that works
What she escalates
- Intake details the attorney needs before the consult, including Chapter 7 versus other options
- In-person versus Zoom preferences to your team
- Priority concerns a caller raises, so the attorney sees them first
What she never answers
- Legal advice
- Fees or likely outcomes
- Which chapter to file. That decision stays with the attorney.
Questions before the conversation.
Your demo shows how your firm turns calls into retained clients.
Bring one recent inquiry to the demo.
Book a demoWhat is an AI receptionist for a bankruptcy firm?
An AI receptionist answers a bankruptcy firm's calls, texts, and web forms at any hour, asks the firm's intake questions, and books the consultation. Retainer Pro's is named Donna. Nikki follows up until the client retains.
Does it give legal advice?
No. Donna and Nikki never advise on chapter choice, fees, or outcomes. Those questions go to the attorney.
Is it an answering service?
No. An answering service takes a message. Retainer Pro books the consultation and follows up until the lead retains or moves to Nurture.
Do you replace my intake staff or attorneys?
No. We answer the call, qualify the lead, and book the consultation. Your team meets the client and decides who the firm retains. We do not replace your attorneys or your staff.
How does setup work?
Setup is light. We start with a short questionnaire: your firm name, a greeting, and your slogan. We tune the rest with you. Setup timing is covered on the demo.
Does this work with my existing phone system?
Yes. You keep your current numbers and provider. We use conditional call forwarding, so calls route to us when you want them to. There is no system to replace.
What counts as a lead?
A lead is a new prospective client who reaches out about bankruptcy and gives us enough to follow up: a name and a way to reach them. We capture it, qualify it by your criteria, and work to book the consultation.
Do you offer Spanish support?
Yes. Sofia answers in Spanish, handles the inquiry, and books the consultation the same way, so Spanish-speaking callers get a real answer.
Do callers know they are talking to an AI?
Yes. The greeting states that they are speaking with an AI assistant. We built this to respect bar rules on disclosure, and your firm reviews the greeting during setup.
How do you know my firm's criteria?
Your firm sets them. We qualify bankruptcy leads by your criteria, follow up, and book the consultation.
Do you gather case details before the consultation?
Yes. We gather a few details so the attorney can weigh Chapter 7 against other options before the meeting. That is to help the attorney, not to qualify the lead.
What does it cost?
We walk through pricing on the demo, matched to how your firm works. Nothing to read into here.
Book a demoEvery call answered. More clients retained.
See how we take a bankruptcy inquiry from the first call to a retained client.