Frontdesk
Built for Law Firms

VoIP for Financial Advisors for Law Firms

VoIP for law firms answers intake and client calls, records them, and keeps a timestamped archive synced to your CRM for matter records.

The problem

What Law Firms lose without VoIP for Financial Advisors.

Intake calls missed

No retention on calls

No clean records trail

How Frontdesk solves it

VoIP for Financial Advisors tuned for Law Firms.

A business line built for client calls

Get a local or toll-free number with routing, hours, and extensions. Law Firms reach you on a real business line, never your personal cell.

AI receptionist answers when you are in a meeting

Frontdesk picks up the calls you miss during client meetings, qualifies the caller, books the appointment, and texts you a summary.

Call recording with a clean records trail

Record client calls and keep a timestamped, searchable record of every conversation, which supports your compliance and recordkeeping obligations.

Native CRM sync

Every call, text, and voicemail logs to the client record in HubSpot, Salesforce, Redtail, or Wealthbox via Zapier automatically.

Flat pricing, no per-seat fees

One monthly price, unlimited team members. RingCentral and Dialpad charge $27 to $60 per user before AI add-ons.

Live the same day

Port your existing number or pick a new one, train Frontdesk on your practice, and start answering client calls in under 30 minutes.

FAQ

VoIP for Financial Advisors for Law Firms FAQs

Common questions about VoIP for Financial Advisors for Law Firms.

Contact support

Frontdesk fits law firms that want a business line plus an AI receptionist, call recording, and CRM sync in one flat-priced plan. RingCentral and Dialpad lead the legacy VoIP category but cost more once you add AI answering.

Deploy your VoIP for Financial Advisors for Law Firms today.

Forward your traffic, train Frontdesk on your business, go live in minutes, no new hardware, no contracts.

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