Phone & Communication · Legal

Phone & communication support for law firms & legal professionals

By Zack Pennington, CEO Updated

When a potential client calls your firm, the first voice they hear shapes whether they retain you. Attorneys and paralegals can't always break from depositions, client meetings, or document review to field every call, but missed calls mean missed retainers. A Nacho EA handles your inbound and outbound communication so nothing falls through while you're heads-down on billable work.

Tools we work with: Google Voice OpenPhone Calendly HubSpot

How it works

How Nacho handles phone & communication for lawyers and law firms

A Nacho EA assigned to a legal client typically manages inbound call screening, routes urgent matters to the right attorney, and follows up with prospective clients who submitted intake forms through your website or Clio Grow. They work inside your existing systems: whether that's Clio, MyCase, Lawmatics, or a Google Voice line, and operate from a script or intake protocol you define during onboarding. Your Client Success Manager helps you build that protocol as part of your Strategic Delegation Plan, so the EA knows exactly what to ask a new personal injury lead versus a returning estate planning client. Your role is to review flagged messages, take escalated calls, and occasionally update the intake criteria, the day-to-day call handling runs without you.

Off your plate

What your EA takes off your plate

Before your EA takes a single call, write down the three or four questions that determine whether a prospect is actually a fit for your practice: practice area, jurisdiction, case type, and ability to pay a retainer. The most common mistake is handing off call handling before that filter exists, which results in your EA scheduling consultations with people you'd never take on. A one-page intake script takes about 30 minutes to draft and saves you hours of wasted consultation time.

  1. New Client Intake Call Screening

    EA conducts initial intake calls using your firm's questionnaire, captures conflict-check information, and logs the prospect in Clio Grow or your CRM before routing to the attorney.

  2. Appointment Scheduling and Confirmation

    EA books consultations and follow-up meetings via Calendly or your practice management calendar, sends confirmation emails, and makes reminder calls to reduce no-shows.

  3. Inbound Call Routing and Message Taking

    EA answers calls on your Google Voice, Grasshopper, or RingCentral line, triages urgency, and delivers structured messages so attorneys can prioritize callbacks efficiently.

  4. Outbound Follow-Up with Prospective Clients

    EA places follow-up calls or sends templated emails to leads who haven't responded to an initial consultation offer, using cadences you approve in advance.

  5. Referral Source Communication

    EA handles routine outbound calls and emails to referral partners: other attorneys, financial advisors, or medical providers, to acknowledge referrals and provide status updates within ethical guidelines.

Your stack

Tools our team works with

We adapt to your existing stack, no forced migrations.

Zoom Phone
HubSpot
OpenPhone
Google Voice
Acuity Scheduling
Calendly

...and many more!

Client proof

Trusted by lawyers and law firms

Nacho supports lawyers and law firms including Advantage Evans, La Firma Inmigrantes Primero, Rupal Law, handling everything from phone & communication to broader operational support.

Talent Budget

What phone & communication support costs for lawyers and law firms

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
25 hours $875
Specialists
~$50/hour
5 hours $250
Fractional Executives
~$95/hour
0 hours $0
Your monthly budget
$1,125

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a discovery call

Good questions

Frequently asked questions

EAs handle intake and administrative communication, they are not paralegals and do not provide legal advice. They operate from scripts you approve, which keeps them in a purely administrative role and protects privilege. You control exactly what information is collected and how it's documented.
Most firms set up a dedicated intake line through Google Voice, Grasshopper, or RingCentral and grant the EA access only to that line. This keeps client-facing communication separate from your internal systems and makes it easy to adjust access if anything changes.
Your EA follows an escalation protocol you define during onboarding: specific trigger phrases or situations that prompt an immediate text or call to the responsible attorney rather than a standard message. That protocol is documented in your Strategic Delegation Plan so there's no ambiguity in the moment.

Ready when you are

Stop missing calls between client meetings

Nacho matches you with a US-based EA who understands legal intake and professional communication standards. Monthly plans start at $1,000 with a one-time $300 onboarding fee that includes your Strategic Delegation Plan.