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Industries · Professional offices

Messages taken properly. Advice left to you.

For law, accounting, and other professional offices. Callers get a clear next step and you get a complete message. The receptionist never gives advice.

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Example calls

The three calls that matter

These are illustrations of how the template behaves. Your own wording, prices, and promises come from your profile and playbook.

  • New client inquiry

    1. CallerI need help with a small business tax filing. Do you take new clients?
    2. AI receptionistI'll pass your inquiry to the office and they'll call you back. Can I take your name, your number, and a short description of what you need?

    Inquiry captured for a callback

  • Asking for advice

    1. CallerQuick question. Can my landlord legally do this?
    2. AI receptionistI'm not able to give legal advice, but I can have someone from the office call you. What's the best number and time?

    Message taken. No advice given.

  • Existing client follow-up

    1. CallerI'm calling about my file. Has anything come back yet?
    2. AI receptionistI can't access file details, but I'll get a message to the person handling it. Who have you been working with?

    Message for the right person, no file details shared

General receptionist template

What it listens for, and what it collects

Reasons for calling it routes

  • Appointment request
  • New client inquiry
  • Existing client follow-up
  • Pricing question
  • General inquiry
  • Complaint
  • Urgent
  • Talk to a person

Collected before it hangs up

  • Name
  • Callback number
  • Reason for calling
  • Preferred day and time
  • New or existing client
  • Preferred person, if any

It confirms the name, the callback number digit by digit, and the address back to the caller.

Emergency triggers

What gets escalated

Triggers are fixed rules, checked through the whole call. When it is unsure, it treats the call as an emergency. You can add triggers of your own.

Someone hurt or unwell
The caller is told to call 911, and your on-call contact is alerted.
Safety threat
The caller is told to call 911, and your on-call contact is alerted.
Fire or smoke
The caller is told to call 911, and your on-call contact is alerted.

Ringhero is not an emergency service. It gives the scripted line and alerts the contacts you name.

What it will never do

  • Give legal, tax, or financial advice
  • Read out file, account, or case details
  • Discuss another client
  • Confirm an appointment time. Your office confirms it.
  • Take a card number over the phone

Professional offices questions, answered

Is a call to the receptionist confidential?

Caller details are treated as personal information and kept out of logs. The receptionist has no access to your files. Read the privacy page for how data is handled, and check your own professional obligations.

Can it screen sales calls?

Yes. It takes the company name, says it will pass that along, and ends the call.

Can it transfer an urgent call to a partner?

Live transfer is available on Pro. You choose who gets transfers and during which hours.

Other industries

Hear it answer your business

Upload your price list to the demo and talk to it in under a minute, or set up Ringhero in about 15 minutes and call your own number.

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