AI Voice Agent Built for Law Firms

XBert AI voice agent qualifies new client inquiries, schedules consultations, and answers phone calls 24/7 so your law firm can focus on casework.

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Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Shelby
Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Shelby
See XBert AI in Action

Hear XBert AI Handle Real Law Firm Calls

Listen to how XBert AI handles everyday calls.

Law Firms

Hear XBert AI screen prospective clients, handle client intake, and schedule consultations.

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0:00
AI Resolved AI Resolved Qualified and routed

Legal services

Listen to XBert AI screen prospective clients and connect them to the right attorney.

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0:00
AI Resolved AI Resolved Qualified and routed

Insurance

Experience XBert AI answer policy questions and book consultations.

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0:00
AI Resolved AI Resolved Appointment booked

Always Available Customer Support

XBert AI routes calls overnight without extra headcount.

Human-Quality Conversations

Natural language processing understands context and intent.

Scales With Your Call Volume

Adapts with enterprise-grade uptime and low latency.

Compliance and Security by Design

Encrypted telephony safeguards customer data.

Live in Minutes, Not Weeks

Learns from your website—no technical expertise required.

Customer
Emma Rodriguez
Customer
Call
Video
SMS
Chat
E-mail
Messenger
Social
Chatbot
Agent
Jessica Reyes
Agent
AI Self-Service Resolution Password reset completed
AI FAQ Answered “What are your business hours?”
AI Appointment Booked Tomorrow, 2:00 PM • Sarah M.
XBert AI
Caller
Karen Mitchell
02:34
“I need to reset my password”
XBert AI “Done! I’ve sent a reset link to your email.”
Today’s Activity Feb 5
24 Calls Handled
18 Self-Resolved
John Davis 1:45 PM Password reset
Alex Rodriguez 11:15 AM Routed to Billing
David Park 10:30 AM FAQ answered
TriggerCustomer Reaches Out
RouteSmart Routing
Follow-upSend Survey
CompleteUpdate CRM
Drag & Drop Builder
XBert Agent Reading Conversation…
Suggested Response

“I can process that refund right now. You’ll see $89.99 back in your account within 3-5 business days.”

Knowledge Article

Refund Policy — Processing Times & Exceptions

Quick Action

Initiate refund for Order #8842

AI Call Analysis Call ended 2 min ago • 4:32 duration
SummaryAuto-generated

Customer called about a billing discrepancy on their January invoice. Agent identified a duplicate charge of $50 and processed a credit. Customer confirmed satisfaction.

Transcript
Customer: I noticed a charge I don’t recognize…
Agent: Let me look into that for you right away.
Key Insights
Positive Outcome
Resolved in 4 min
First Call Resolution

Simple Setup

Your AI Voice Agent, Ready in 3 Steps

1

Train Your Agent

XBert AI learns from your website and business info.

2

Personalize the Experience

Select your AI voice and set call-handling rules.

3

Go Live and Optimize

Activate your agent and review transcripts and analytics.

XBert AI Pricing

Simple Plans Built for Law Firms

Transparent plans with no hidden fees and no long-term contracts.

XBert Agent Assist
$ 99 /month

Per 100 interactions, then $0.99 per interaction after 

✓ No contracts ✓ 30-Day Money-Back Guarantee
  • Real-time coaching on every call
  • AI-powered suggested responses
  • Live sentiment detection
  • Knowledge base surfacing
  • Automatic call summaries & transcripts
  • Compliance & security monitoring

Join 100K+ Businesses Growing Faster with AI

“We were missing 40% of our calls. Within the first week with XBert AI, our appointment bookings doubled.”

Dr. Sarah Martinez Peak Chiropractic

“XBert handles our overflow during busy times and takes all our after-hours calls. It's like having a full-time receptionist for $3/day.”

Mike Thompson Tri-City Plumbing

“Our customers love getting instant answers while I'm on a showing. XBert never sleeps, never takes breaks, and never misses a lead.”

Jennifer Cole Cole Real Estate Group
Voice Agent Features

Advanced Voice AI Built to Handle Every Customer Call

XBert AI brings outbound calls, outbound calling, appointment scheduling, message taking, and routing for legal professionals and small businesses—cost-effective Clio, MyCase, intake services, law office and legal practice processes, client information, provider integrations, bilingual receptionists, Spanish-speaking support, legal advice screening, Lex Reception and Lex Reception alternatives, client experience for existing clients, and streamline intake without outsource dependency, mobile app alerts.

Dynamic Call Routing

XBert AI routes each call to the right person, replacing outdated IVR systems.

Smart Appointment Booking

Book, confirm, and reschedule with live availability and confirmation texts.

Real-Time Transcription and Summaries

Each call is transcribed and summarized for quick follow-up.

Knowledge Base Sync

Connect help content so XBert AI always has accurate answers.

Reliable Voice Infrastructure

Built on Nextiva's cloud telephony for clear calls and dependable uptime.

Lead Qualification and Client Integration

Capture caller details, qualify leads, and sync data for follow-up.

Omnichannel Support

Manage voice, SMS, and chat with missed calls alerts and phone number routing.

Analytics and Insights Dashboard

See live metrics on handoffs and customer sentiment.

Integrations

XBert AI Connects With the Legal Software Your Law Firm Already Uses

CRM & Revenue

Salesforce Microsoft Dynamics HubSpot Zoho SugarCRM Pipedrive Copper Bullhorn + many more

Helpdesk & ITSM

ServiceNow Zendesk Freshdesk Jira Service Management monday.com + many more

Collaboration & Productivity

Microsoft Teams Google Workspace Slack Zoom + many more

Automation & Workflow

Zapier Power Automate Make ActiveCampaign Marketo + many more

Developer & Custom

REST APIs Webhooks SDKs Custom Integrations OAuth 2.0 + many more
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your data stays safe, your customers stay protected, and you stay in control.

XBert AI knows your practice

XBert AI learns practice areas, law practice intake, and law office standards—answering calls with in-house receptionist standards, phone number routing, the firm’s needs, and the best legal answering service option beyond Smith.ai.

No guessing Speaks legal

You control everything

Set guardrails for what XBert AI can quote, book, and promise. Your virtual receptionists and virtual receptionist services follow your rules—not a generic script.

Your rules Every call on record

Smart handoff to humans

When a call needs a real person, XBert AI routes urgent matters to your on-call attorney with full context. Billable hours stay protected.

Urgent matters routed fast Never lose a client

Certified by experts

Nextiva meets enterprise security and compliance standards.

PCI DSS Compliant HIPAA Compliant EU GDPR Compliant ISO-27001 Certified
The Comparison

AI vs. live answering services

How does AI answering compare to live agents?

Old Way

  • One call at a time
  • Business hours only
  • Weeks of training
  • $3,000+/month per agent
  • Variable quality
  • Takes messages for follow-up

New Way

  • Handles unlimited calls simultaneously
  • Available 24/7/365
  • Instant setup in minutes
  • Starts at $99/mo
  • Perfect consistency with built-in guardrails
  • Schedules appointments instantly
FAQs

FAQs About XBert AI Voice Agent

Why do law firms need an answering service when attorneys are in court?

Prospective clients, court clerks, and opposing counsel call when your attorneys are in trial, deposition, or client meetings. ABA intake research shows many legal consumers hire the first firm that responds. XBert AI fits personal injury, family law, and criminal defense intake: it screens practice-area fit, collects incident details, and books consultations on Calendly before the caller reaches a competitor.

Can a legal answering service handle after-hours client calls?

Yes. Nextiva XBert AI applies your urgent intake tree to arrests, custody disputes, and injury scenes, not a generic legal call center. It captures conflict checks, pages the on-call attorney, and delivers secure summaries to your case management workflow. For DUI arrest or custody emergencies, XBert AI from Nextiva records jurisdiction and callback details so your managing partner starts triage with facts, not voicemail.

How does XBert AI compare to a live legal answering service?

Human legal receptionists bill per minute and rarely know your retainer tiers, statute screens, or fee structures. XBert AI trains on your practice areas, intake questions, and consultation calendar, so it qualifies PI, immigration, or estate matters and books consults without Smith.ai-style scripting fees. Small law firms and litigation boutiques get legal virtual receptionist coverage with CRM sync.

What is included when law firms set up XBert AI?

Onboarding loads your practice areas, conflict prompts, and attorney availability. Nextiva provides a law firm answering service for phones, SMS, and chat; real-time transcripts; mobile alerts for partners; and handoff to Clio-ready workflows on request. Intake staff, paralegals, and attorneys share one timeline for every qualified lead, with no full-time receptionist required.

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