Intake is everything. Don't miss it.
Every voicemail transcribed, summarized, and routed to the right attorney within minutes. Engagement letters e-signed before the prospect cools. Trust accounting that keeps the bar association happy.
Missed calls = missed clients.
Most firms lose 15–25% of viable matters before the first consult — because the call went to voicemail and nobody followed up. OVirtual closes that gap.
Voicemails sit for hours
Every voicemail is transcribed within seconds, summarized by AI, and routed to the right attorney — with case-fit signal flagged.
Conflict checks slow intake
Run a check against the full client database in seconds. New matters open the same day, not the next week.
Engagement letters get stuck
E-sign in line. Deposit invoiced automatically. Matter opens before the prospect goes shopping.
Trust accounting is risky
Three-way reconciliation, IOLTA tracking, audit-ready transaction logs. The bar association will love you.
Built for the way firms run intake.
Intake line + transcription
Every voicemail transcribed, summarized, and routed by practice area in minutes.
Conflict checks
Search the client database before opening a matter. One-click clear or flag.
Engagement letters
Practice-area templates. E-sign in line. Deposit invoice triggers automatically.
Trust & IOLTA
Three-way reconciliation, transfer-from-trust workflow, audit-ready reports.
Matter timeline
Every call, email, doc, time entry on one matter card. Pass to a paralegal in 2 minutes.
Privilege controls
Role-based access, audit logs, retention policy enforcement, ethical wall support.
What firms see in 90 days.
Transcribed voicemails routed by case-fit. No more next-day callbacks.
Engagement letters e-signed before the prospect calls another firm.
Three-way reconciliation runs automatically. Bar association reports in two clicks.
“As a law firm, intake is everything. Missed calls used to mean missed clients. Now every voicemail is transcribed, summarized, and routed to the right attorney within minutes.”
Privilege isn't a checkbox. It's our default.
Role-based access, ethical walls, retention policies, and audit logs come standard. Trust accounting is built for state bar requirements, not bolted on.
- Role-based access with ethical wall enforcement
- Audit logs of every sign-in, view, edit, and export
- Configurable retention policies per practice area
- SSO/SAML, SCIM, and EU residency on Business
- Trust / IOLTA three-way reconciliation
Capture every matter. Bill every minute.
Free for 7 days. No credit card. Migration from Clio or PracticePanther in under a week.