# Milo: AI receptionist for lawyers & accountants

Source: https://dialmilo.com/for/professional

Stop wasting 20 minutes on every tire-kicker call. Milo screens intake calls, qualifies the matter, and only books consultations that are actually in scope.

## Only qualified leads end up on your calendar.

Solo practitioners spend hours a week on intake calls that go nowhere. Milo runs your intake script, checks scope and conflicts, books only the matters that fit — and takes a structured message for everything else.

## What goes wrong without an answering service

- **Half your consultation slots get burned by callers whose matter you don't even handle.** — Milo asks the screening questions first (practice area, matter type, deadline) and only books when it's a fit. Out-of-scope callers get a polite referral message.
- **Existing clients call mid-day and bounce when you can't answer.** — Milo recognises returning callers and routes them differently — book a follow-up, take a status update, or notify_owner if it's urgent.
- **Conflict checks happen AFTER you've already burned a free consultation.** — Milo collects the opposing-party name during intake. You spot conflicts before the meeting, not after.

## A real intake call

**Milo:** Hartwell Law — this is Milo. How can I help?
**Caller:** Hi, I'm going through a divorce and I need a lawyer.
**Milo:** I'm sorry you're dealing with that. We do handle family law — can I ask a few quick questions to make sure we're the right fit?
**Caller:** Sure.
**Milo:** Are you the petitioner or respondent, and has a case been filed yet?
**Caller:** I'm the petitioner, nothing filed yet.
**Milo:** Got it. Are there minor children involved?
**Caller:** Two.
**Milo:** And to do a conflict check — your spouse's full name?
**Caller:** Daniel Chen.
**Milo:** Thanks. Let me check the calendar — Sarah has a 30-minute consultation tomorrow at 2pm or Thursday at 10am. Which works better?

## What Milo handles

- **Books only matters that fit your practice** — Define your scope in the system prompt; Milo screens against it before offering a slot.
- **Runs your real intake script** — Upload your intake checklist. Milo asks the questions you'd ask, captures the answers, drops them in the lead detail.
- **Conflicts flagged before the meeting** — Opposing-party names captured at intake. Spot a potential conflict before you walk into a free consult.