Nextiva for Legal

You practice law.
AI runs your front desk.

Calling, texting, and intake from any device. Powered by AI that answers when your team is in court, in a meeting, or with another client.

AI Incoming Call David Torres · (602) 555-0189
now
XBert
AI Intake Captured "Personal injury, auto accident on I-10."
3s ago
AI Consultation Booked David Torres — Tomorrow at 10:00 AM
1m ago
AI Follow-up Sent "Thanks Rachel! We'll see you tomorrow at 10 AM."
2m ago
Trusted 100,000+ businesses worldwide
Uptime 99.999% carrier-grade reliability
Trustpilot 4.8/5 from 8,000+ reviews

From solo practitioners to national firms, legal professionals trust Nextiva

Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Taco Bell
KFC
Amazon
San Antonio Spurs
UPS
Hyundai
Einstein Bros Bagels
IKEA
AAA
Texas Roadhouse
Nextiva for Legal

AI runs your intake. Your attorneys practice law.

35% of law firm calls go unanswered, and 78% of clients hire the first firm that responds. XBert AI qualifies leads, captures case details, books consultations, and routes urgent matters to the right attorney. Your team focuses on practicing law, not chasing intake.

Get a Demo
David
David Torres AI Auto accident on I-10… Intake captured
4m
Marcus
James Whitfield Settlement docs received Resolved
22m
Emily
Maria Gonzalez AI Voicemail received Consultation booked
45m
Sarah
David Reeves SMS: Deposition rescheduled Updated
1h
Dana AI David Torres
Dana AI + David Torres AI Handled Call · Personal Injury Intake 4m ago
XBert AI completed intake for this caller
Hi, I was in a car accident on I-10 last week. The other driver ran a red light. Do you handle personal injury cases? 2:41 PM
We do. Let me get a few details so your attorney is ready to go when you meet. Were there any injuries, and have you seen a doctor? 2:41 PM
I went to the ER that night. Whiplash and a bruised rib. I have the police report too. 2:42 PM
Got it — I’ve noted the injuries and ER visit. Do you have the other driver’s insurance info, and were there any witnesses at the scene? 2:43 PM
Client Info
David Torres
David Torres
david.torres@email.com
New Lead Personal Injury
Recent Activity
AI handled call Just now
Consultation booked Just now
Confirmation SMS sent 1 min ago
Case Details
PI Case Type
New Status
Sentiment
Positive
+1 (555) 123-4567
INTAKE COMPLETED
3m 47s
Caller
AI Summary
Answered by XBert AI
SUMMARY

David Torres called about a car accident on I-10. Other driver at fault. Intake captured, consultation booked.

CONSULTATION
Tomorrow 10:00 AM
CASE TYPE
Personal Injury Auto Accident New Lead
XBert AI Resolutions
34
Calls Handled
12
Intakes Captured
8
Consultations
96%
Resolution

AI picks up when you're in court

When your team is in depositions, client meetings, or heads-down on briefs, XBert answers and qualifies callers. Potential clients get a live response instead of voicemail.

A paper trail for every call

Calls recorded and transcribed automatically. Full conversation history attached to each client and matter for compliance and easy review.

Intake that runs itself

AI captures case details, qualifies leads, and books consultations without your staff picking up the phone.

Works with Clio, MyCase, and more

Integrates with the practice management and CRM tools your firm already uses. No rip and replace.

Works with your firm's favorite tools

Clio MyCase PracticePanther Lawmatics Microsoft Outlook Salesforce HubSpot Microsoft Teams Google Workspace Zendesk Clio MyCase PracticePanther Lawmatics Microsoft Outlook Salesforce HubSpot Microsoft Teams Google Workspace Zendesk

The numbers behind modern law firms.

Hear XBert in Action

XBert AI handles real
customer conversations.

Listen to XBert handle real conversations across industries. It understands intent, responds naturally, and resolves issues on its own.

Law firm client inquiry

Hear XBert qualify a new client inquiry and route to the right attorney with full context.

Press play
0:00
AI Resolved Qualified and routed

Restaurant reservation

Hear XBert confirm reservations and answer menu questions for a busy restaurant.

Press play
0:00
AI Resolved Reservation confirmed

Healthcare appointment

Experience XBert scheduling patient visits and managing after-hours calls for a medical office.

Press play
0:00
AI Resolved Appointment booked
How XBert Works

Smart routing.
No complex setup.

XBert acts as your firm’s first line of response, answering every client call, capturing intake details, and intelligently routing by case type and urgency.

Client Inquiries
"Do you handle personal injury?" "I need to reschedule my deposition prep" "What are your consultation fees?" "I was in a car accident last week" "Can I speak with my attorney?" "I need to send over my insurance info" "What documents do I need to bring?" "Do you offer free consultations?"
XBert AI
XBert AI
Capturing Intake Details… Analyzing Case Type… Checking Attorney Availability… Booking Consultation… Sending Confirmation… Capturing Intake Details…
Question Answered AI Resolved
Consultation Booked AI Resolved
Urgent Matter Routed to Attorney
Easy Setup Learns Your Practice Adapts to Your Workflows You Stay in Control
Trust & Security

Built to perform.
Built to protect.

XBert is built on Nextiva's enterprise-grade infrastructure. Your client data stays safe, conversations stay confidential, and you stay in control.

XBert knows your practice

XBert learns your practice areas, consultation process, business hours, and intake procedures. It gives accurate answers because it knows your firm inside and out.

No guessing Uses facts

You control everything

Set guardrails on what AI can discuss. All calls are recorded and transcribed, giving you a complete record for compliance and case documentation.

Calls recorded Everything transcribed

Seamless handoff to attorneys

Complex legal questions, urgent client matters, and sensitive cases route directly to your team. No awkward pauses, no frustrated clients.

Smart handoff Client confidentiality

Certified by experts

Nextiva meets the highest security and compliance standards to protect your client communications.

SOC 2 Type II Certified PCI DSS Compliant TLS/SRTP Encryption TCPA Compliant Call Recording Compliance Cloud Security Alliance
Platform Features

Every feature your firm needs. AI built in.

Unlimited Calling

US and Canada calling included with every plan.

Business SMS & MMS

Text clients from your firm's business number.

Auto Attendant & IVR

Route callers to the right attorney or department.

Call Flow Builder

Design routing with business hours and priority rules.

Voicemail Transcription

Read voicemails as text between hearings and meetings.

Mobile App

Your firm's phone system in your pocket. iOS and Android.

Call Forwarding

Route calls to any number when you're in court or away.

Caller ID

Show your firm's name on every outbound call.

Call Recording

Record inbound and outbound calls with automatic archiving.

AI Transcription

Every call transcribed and searchable for case documentation.

Conversation History

Full client communication thread across calls, texts, and emails.

Team Collaboration

Internal messaging between attorneys, paralegals, and staff.

Video Conferencing

Secure video meetings for depositions and client consultations.

File Sharing

Share documents securely in any client conversation.

Conference Calling

Multi-party calls for mediations and case reviews.

Contact Import

Bring in your Google and Outlook contacts automatically.

XBert AI Receptionist

Answers calls 24/7, captures intake, and routes to attorneys.

Call Summaries

AI-generated recaps with case details after every call.

Smart Routing

AI routes calls by practice area, urgency, and availability.

Sentiment Analysis

Detect caller urgency and emotional state in real time.

Automated Follow-ups

Confirmation texts and reminders sent automatically.

Voice Analytics

Track call volume, missed calls, and intake conversion rates.

Call Pop

See client details and case history the moment the phone rings.

Number Porting

Bring your existing firm numbers to Nextiva with zero downtime.

AI Workforce

XBert: Your AI workforce

AI that resolves routine interactions so your team can focus on billable work.

Learn more
Command Center

NEXT: Your command center

The command center for the agentic era. Manage your teams and your AIs in one place.

Learn more
FAQs

Frequently Asked Questions

Can XBert handle client intake calls?

Yes. XBert AI answers incoming calls when your team is unavailable, captures caller details and case information, qualifies leads based on your criteria, and books consultations directly on your calendar. After every call, you get an AI-generated summary with the intake details so your attorneys can prepare before the consultation.

Is call recording compliant with my state's consent laws?

Nextiva supports configurable call recording with customizable consent announcements. You can set recordings to play one-party or two-party consent notifications depending on your state’s requirements. Recordings are stored securely and accessible through your admin portal for compliance documentation.

Does Nextiva integrate with my practice management software?

Nextiva integrates with major CRMs and productivity tools including Salesforce, HubSpot, Microsoft Teams, Google Workspace, Zendesk, and more. For legal-specific tools like Clio, MyCase, PracticePanther, and Smokeball, integrations are available through Zapier and direct API connections. A Chrome extension is also available for browser-based workflows.

Can I keep my firm's existing phone numbers?

Yes. Nextiva ports your existing numbers for free. Local numbers typically transfer in 3–5 business days, toll-free numbers in 7–10 business days. Your current numbers keep working throughout the process, so there’s no gap in client communication. You can start using Nextiva immediately with a temporary number while the port completes.

How does the AI handle confidential client information?

XBert operates within strict guardrails that you define. It captures intake information and answers questions about your practice, but it does not provide legal advice or discuss case specifics. All data is encrypted in transit and at rest. You control what the AI can and cannot discuss, and all conversations are recorded and transcribed for your review.

How quickly can my firm get set up?

Same day. Download the NextivaONE app, log in, and start making calls. The XBert AI Receptionist can be configured with your practice details and go live within hours. Number porting runs in parallel so you can use Nextiva immediately while your existing numbers transfer over.

Will AI replace my receptionist or support staff?

XBert is designed to support your team, not replace them. It handles the calls your staff can’t get to — after hours, during court, when lines are busy. Your team stays focused on high-value work while XBert ensures no potential client goes unanswered. Many firms use XBert alongside their existing staff to extend coverage without adding headcount.

See how Nextiva works for law firms.

30-Day Money-Back Guarantee No credit card required

Nextiva uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe at any time. For more information, check out our Privacy Policy.

★★★★★ 4.8/5

Rated by 8,000+ verified customers on Trustpilot

100K+

Businesses trust Nextiva for their communications

The service has been just that. It seems to me that Nextiva cares about making sure the system runs well and they jump on problems when problems exist.

Marc S. Dobin Founder, Dobin Law Group
Get unlimited calling and XBert AI plans from $99/mo Get AI plans from $99/mo