PracticePanther + NextPhone: every caller qualified, every detail captured
NextPhone answers your firm's calls 24/7, qualifies every caller, and captures the full intake, and sends the caller and their case details to PracticePanther through Zapier when the call ends, so your team works qualified leads instead of chasing voicemails.
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NextPhone integration with PracticePanther
Overview
PracticePanther is where your firm manages cases, time tracking, billing, and client intake from one cloud-based platform. NextPhone is the AI receptionist that answers your firm's phone 24/7 and does the intake a paralegal would. When a potential client calls, the AI answers their questions, qualifies the matter, and captures the full intake, then sends the caller and their case details to PracticePanther through Zapier when the call ends, so nothing is re-keyed. Qualified leads arrive ready to work; your team just picks up where the AI left off.
How it works
A potential client calls your firm after hours. NextPhone answers on the first ring, handles their questions about your practice areas and fees, and runs your intake: matter type, key facts, timeline, urgency. It qualifies the matter, captures everything, then books the consultation on your calendar or transfers an urgent caller to your on-call attorney. The moment the call ends, NextPhone's Zapier app passes the caller and their full case details to a Zap that creates the contact in PracticePanther: a qualified lead with the whole story.
Capabilities
- Answer & qualify - callers ask about your practice areas, fees, and process; the AI answers from your firm info and runs your intake questions
- Capture the full intake - matter type, key facts, timeline, and the caller's name, phone, and email, captured on every call
- Qualified leads in PracticePanther, through Zapier - when the call ends, a Zap creates the contact in PracticePanther with the summary and intake answers, using PracticePanther's own Zapier app
- Book or route - book the consultation on your calendar, or transfer urgent callers straight to your on-call attorney
- Summary after every call - a clean call summary and every intake answer, sent to your team the moment the call ends
Qualified leads, not messages
A traditional answering service takes a message. NextPhone does the intake: it asks your screening questions, captures matter type and key facts, and separates real potential clients from spam and solicitors before anything reaches your team.
Every qualified call arrives with the caller's contact details and a clean write-up: the AI summary and every intake answer, so your team works the lead with full context instead of playing phone tag.
We set it up for your firm
You don't configure anything. Our team maps your practice areas and intake questions onto the PracticePanther fields your Zap writes to, and gets you live fast. Tell us how you want callers handled. We handle the rest.
Frequently asked questions
How does NextPhone work with PracticePanther?
Through Zapier. NextPhone answers and qualifies every call and captures the full intake. When the call ends, NextPhone's Zapier app sends the caller, the summary and every intake answer to a Zap that creates the contact in PracticePanther, so you work qualified leads instead of chasing voicemails. It is not a native connection: there is no live lookup in PracticePanther during the call.
What does the AI capture on each call?
Matter type, key case facts, timeline, urgency, and the caller's name, phone, and email, the same things your best intake specialist would ask. You choose the exact questions per practice area.
Can it book consultations or handle emergencies?
Yes. The AI can book the consultation on your calendar, and it transfers urgent callers (an arrest, a filing deadline) straight to your on-call attorney with the full context of the call.
How does setup work?
We handle it for you. Our team tailors the intake to your practice areas and builds the Zap into PracticePanther. You don't configure anything, and you're live fast.
Do you also integrate with Clio?
Yes. If your firm runs on Clio, our Clio integration books consultations directly onto your Clio calendar and creates the contact and lead automatically. See the Clio integration for details.
