A white-glove customer intake management service for your boutique law firm.

A premium live intake service for Australian solo and boutique law firms. Your firm receives a dedicated 1300 number for new enquiries only. We answer it, follow your approved intake script, and create a structured enquiry record in your CRM or practice management system before you've finished the meeting you were in.

  • A dedicated 1300 number for new-client enquiries only
  • Live Australian intake team on your firm-approved script
  • Structured enquiry created or updated in your CRM/PMS
  • Immediate handover to your nominated contacts through EzyBiz
  • Existing clients keep calling your ordinary direct line
Answered in Australia, never offshore Built and supported in Melbourne No legal advice, ever
1300 · New enquiries
Live intake
Answered in 11 seconds
Caller
Recorded from the enquiry
Matter type
Family law — property settlement
Source
Google Business Profile
Other party
Conflict check required
Urgency
Court date noted — flagged to principal
Assigned to
Nominated intake owner
Enquiry record created in your PMS · follow-up task assigned

Illustrative intake record. Fields are configured with your firm.

100%
Australian-based intake team
1300
Dedicated new-enquiry number
10 min
Standard intake: call plus CRM entry
Six
Founding firms in the first cohort

One number for new enquiries. One clean path into your firm.

Your advertising, Google listing and website point at a dedicated 1300 number. Everything that arrives on it is a potential new client — and it is handled the same way, every time.

Step 01

The enquiry arrives

Google, your website, directories and advertising all point to your dedicated 1300 new-enquiry number.

Step 02

A real person answers

A live Australian Call Concierge team member answers and works through your firm-approved intake script — greeting, practice areas, exclusions, escalation.

Step 03

Your system is updated

We search, then create or update the enquiry, lead or contact in your CRM or PMS — structured note, category, source, owner and follow-up task.

Step 04

You are handed over to

Your nominated contacts receive an immediate structured notification through EzyBiz — not a voicemail, not a loose email.

Existing clients bypass all of this. They keep calling your ordinary direct business number and reach your team as they always have. Call Concierge only ever touches the new-enquiry line.

Then a solicitor decides

Conflict clearance, whether the firm will act, and every question of legal substance stay entirely with your firm. We capture and update. Your firm decides.

A managed intake desk, not a message-taking service

Every plan includes the number, the people, the script and the systems work. The difference between plans is volume, not quality of handling.

Dedicated 1300 number

One Australian 1300 number for your new-enquiry channel — used on Google, your website, directories and advertising, so enquiry volume and source are finally measurable.

Live Australian answering

A real person, based in Australia, answering during your agreed service window. No offshore call centre, no queue, no automated menu standing between a prospective client and your firm.

Firm-specific greeting and script

Your approved greeting, practice areas, exclusions, the information fields you want captured, and the escalation pathway. Nothing is improvised on your firm's behalf.

Standard CRM/PMS entry

Create or update the record, add the structured call note, set category and source, assign the nominated owner and trigger the approved follow-up task. This is the part generic services do not do.

EzyBiz handover and escalation

Immediate structured notification to your nominated contacts, plus your approved handling instructions for urgent calls. Escalation is on reasonable efforts under a procedure you sign off.

Monthly intake reporting

Call volume, answer rate, intake category, source where known, plan usage and the outcomes you report back to us. You can finally see what the new-enquiry channel is worth.

Most answering services hand you a message. We hand you a record.

A message in an inbox is still work waiting to be done. By the time you read this month's messages, someone has to re-key them, categorise them, chase them and wonder which ones were lost. Call Concierge closes that loop on the call itself.

  • Enquiries land in the system your firm already runs on
  • Every enquiry categorised and attributed to a source
  • Opposing-party details captured and marked for your conflict check
  • A named owner and a follow-up task, so nothing sits unclaimed
  • Least-privilege access: only the functions and records intake requires
What happens on a standard intake
1

Answer and follow the script

Greeting, practice-area check, your approved questions and the close — roughly seven minutes of live call.

2

Search before creating

We look for an existing record first, so you get an updated enquiry rather than a duplicate contact.

3

Write the structured note

Matter type, source, urgency, other-party details, and anything your script marks as required.

4

Assign and hand over

Owner set, follow-up task created, your nominated contacts notified through EzyBiz. About three minutes of systems work.

Priced per CRM-ready intake

A CRM-ready intake is a completed live new-enquiry call plus the standard update to your CRM or practice management system. All prices exclude GST and assume a three-month initial commitment.

Growth Intake

Two to five principals with predictable enquiry flow

$1,500
per month + GST
80 CRM-ready intakes
then $12 per additional intake + GST
  • Everything in Founding Intake
  • Double the included intake allowance
  • Better effective rate — $18.75 per included intake
  • Multiple practice areas in one script
  • Routing to several nominated intake owners
Talk to us

Priority Intake

Higher-volume boutique practices with sustained lead flow

$2,000
per month + GST
120 CRM-ready intakes
then $10 per additional intake + GST
  • Everything in Growth Intake
  • Best effective rate — $16.67 per included intake
  • Priority escalation handling
  • Extended reporting on source and category
  • Quarterly script and workflow review
Talk to us

All plans exclude GST, are charged monthly in advance, and carry a three-month initial commitment. After the initial term the service runs month to month with 30 days' notice.

Custom Intake Desk

For 150 or more intakes a month, custom coverage windows, complex workflow, special reporting, multiple locations or deeper system integration. Quoted after discovery.

Request a quote

Beyond the standard intake

Published up front, so there are no surprises on the invoice.

Additional CRM-ready intake
$15 / $12 / $10
Same live handling, structured intake and CRM/PMS update as an included intake. Rate depends on your plan.
Complex or long intake
$4 per minute
Applies after 10 active handling minutes on a single intake, or by custom quote. A standard intake is about seven minutes of call plus three minutes of systems work.
Complex work
Quoted
Appointment scheduling, extensive form completion, document collection, bespoke reports, custom workflow, multi-party calls or unusual data entry.
Setup — founding cohort
$0
Waived for the first six founding firms, in exchange for a three-month term and active feedback during design.
Setup — standard
$1,500
Script design, 1300 configuration, EzyBiz and PMS workflow build, team training and a live launch test.
Setup — custom workflow
$2,500+
Complex practice management systems, multiple workflows, special reporting, appointment booking or extended coverage. Quoted after discovery.

We capture and update.
Your firm decides.

Call Concierge is an intake service, not a legal service. Every judgement that belongs to a solicitor stays with your firm, and we have designed the workflow so that it cannot quietly drift.

What Call Concierge does

  • Answers your new-enquiry line as a real Australian person
  • Follows the greeting, questions and exclusions your firm approved
  • Records the enquiry in your CRM or PMS with a structured note
  • Captures opposing-party details and marks them "conflict check required"
  • Escalates on reasonable efforts under your agreed procedure

What Call Concierge never does

  • Give legal advice or any legal assessment of a matter
  • Clear conflicts — that decision is your firm's alone
  • Create a solicitor-client relationship or accept a retainer
  • Quote costs, guarantee an appointment or promise the firm will act
  • Operate as an emergency service — genuine emergencies go to 000

Access to your systems is least-privilege: our team reaches only the functions and records intake requires, under role-based permissions, with record changes auditable. Your firm signs off the greeting, the fields captured, the escalation pathway, the exclusions and the privacy wording before we take a single call — and your firm retains professional responsibility for the matter throughout.

From discovery call to live intake desk

Setup is a design exercise, not a sign-up form. We build the script and the workflow with you before the number goes anywhere near your advertising.

01

Discovery

We map your practice areas, the enquiries you want and the ones you don't, who owns intake, and which CRM or practice management system your firm runs on.

02

Script and workflow design

We draft the greeting, questions, exclusions, escalation pathway and privacy wording. You approve every word before it is used.

03

Build and launch test

Your 1300 number is configured, permissioned access to your system is set up, your team is briefed, and we run live test calls end to end.

04

Live, then refined

The number goes onto your Google listing, website and advertising. Monthly reporting shows what is arriving, and the script is tuned as your firm learns.

Questions firms ask us first

No, and that is deliberate. We answer one line: the dedicated 1300 number you use for new-client enquiries. Existing clients keep calling your ordinary direct business number and reach your team exactly as they do today. Keeping the two channels separate is what makes the intake data meaningful — and it keeps your existing client relationships entirely in your hands.

No. Every Call Concierge intake is handled by an Australian-based team member during your agreed service window. The service is built and supported by Avocado Pty Ltd in Melbourne. This is the single most common complaint we hear about generic answering services, and it is the thing we will not compromise on.

We work with the CRM or practice management system your firm already uses, through a permissioned workflow scoped during setup. Because the integration path differs by system, we confirm exactly what is possible for yours during discovery rather than promising a generic connection — and if a system cannot be updated safely, we will tell you before you sign anything.

A completed live new-enquiry call plus the standard update to your CRM or practice management system: the record created or updated, the structured note written, category and source set, an owner assigned and the follow-up task raised. A standard intake runs to about ten active handling minutes — roughly seven minutes on the call and three in your system. Calls that run materially longer move to the time-based rate or a custom quote.

Nothing stops. Additional intakes are handled at your plan's published rate — $15, $12 or $10 plus GST — and we will flag it in reporting well before it becomes a surprise. If your volume settles above your allowance, moving up a plan is almost always cheaper than paying excess, and we will say so rather than let the overage run.

No. We capture opposing-party information and mark the record "conflict check required" so your firm can run the check properly. We do not give legal advice, assess a matter, quote costs, guarantee an appointment or say whether your firm will act. Those are solicitors' decisions, and our script is written so our team never strays into them.

We answer during an agreed service window, set with you at setup. We would rather commit to a window we genuinely staff with Australian people than advertise unlimited 24/7 cover we cannot honour. Extended and weekend coverage is available — it is quoted, because it is rostered.

EzyBiz is the business phone and communications app. Call Concierge is the premium managed intake service that sits on top of it — the live Australian team, the firm-approved script and the practice-system work. Handover to your nominated contacts runs through EzyBiz, and the Founding Intake plan includes an EzyBiz Business Line seat. Existing EzyBiz customers can add Call Concierge to what they already have.

Three months initially, charged monthly in advance, then month to month with 30 days' notice. Three months is not a lock-in tactic — it is the time it takes to place the number, refine the script and produce reporting worth reading. Setup is $1,500 plus GST as standard, waived entirely for the first six founding firms in exchange for a three-month term and honest feedback while we design the service.

Six founding firms. Then standard pricing.

The first six Australian law firms to come on board pay no setup fee, keep founding pricing locked for twelve months while active, and help shape how the service works. In exchange we ask for a three-month term and genuine feedback.

Founding cohort open now
Developed by Avocado