Legal & accounting firms
Middlesurf’s AI receptionist takes intake calls day and night, books consultations and logs a clean summary to your practice management system.
Recordings and transcripts are kept on our own servers in Canada.
After hours
People look for a lawyer or accountant when something has just happened — a dismissal, a separation, a letter from the CRA. That’s often in the evening or on a weekend. If they reach voicemail, many call the next firm on the list.
During the day, your assistant is juggling court dates, document requests and “has my return been filed?” calls. In tax season, the phones don’t stop until well past April 30.
What it handles
The agent collects the caller’s name, the other parties’ names and the type of matter before the caller tells the whole story. You run your conflict check before anyone hears the details.
Qualified callers book straight into the right lawyer’s or accountant’s calendar. They get a confirmation, your intake form and a list of documents to bring.
Office hours, location, practice areas, fees for an initial consultation, what to bring. Overflow calls roll to the AI instead of voicemail, and your team sees a summary of each.
Existing clients get reminders for missing T4s, receipts, signed engagement letters or ID — with a link to upload them. Outbound messages respect CASL and CRTC rules; we build consent and opt-out handling in.
Every call is transcribed and summarized into your practice management system or CRM, so nobody retypes a voicemail. We build the connection to the system you use.
Need a secure client portal where AI answers routine intake questions and sorts uploaded documents? We build AI-powered web and mobile apps that can be hosted in Canada. AI apps
Guardrails
The agent handles the front desk, not the file. It tells callers it can’t advise on their situation, books them with a professional, and passes along what they’ve shared. You write and approve the rules for what it can and can’t say.
Privacy
Lawyers and paralegals in Ontario have a strict duty of confidentiality under the Law Society’s rules, and the Law Society expects licensees to understand the risks of the technology they use. CPAs have a parallel duty under their professional code. We help you answer the question “where does our client information go?” plainly:
Stored in Canada. Recordings, transcripts and summaries are kept on Middlesurf’s own servers in Canada.
In writing. We tell you which AI services handle your calls and where everything is stored.
You set retention. Keep recordings as long as your file-retention policy says — or don’t record at all.
Documented. A clear, written data-flow map for your privacy officer.
Designed to support PIPEDA and Quebec Law 25 obligations, and your professional confidentiality duties.
This is a plain-language overview, not legal advice.
Sample call
Sample use caseSample use case · employment law firm, after hours. Not a real call — your agent uses your firm’s name, practice areas and rules.
Good evening, thanks for calling. I’m the firm’s AI assistant. How can I help?
I was let go from my job today and I think I need an employment lawyer.
I’m sorry to hear that. I can book you a consultation with one of our employment lawyers. First, so our firm can check for conflicts, could I get your full name and the name of your former employer? Please don’t share any other details yet.
(Gives their name and the employer’s name.)
Thank you. I can’t give legal advice, but a lawyer can review your situation. Our first availability is Wednesday at 11 or Thursday at 2. Which works better?
Wednesday.
You’re booked for Wednesday at 11. I’ll text you a confirmation and email our intake form, along with a list of documents to bring — like your employment contract and termination letter.
FAQ
Get in touch
In a 30-minute call we’ll map your intake process and show you a working agent trained on your firm.
Prefer to talk? Call +1 (647) 276-6200