Missed Call Text-Back System
A done-for-you law firm automation built for the Receptionist, connecting Twilio, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
When an inbound call to the firm goes unanswered because every line is busy or it's after hours, the phone system automatically fires a webhook that triggers a Zapier workflow to send the caller a text message within seconds through Twilio, apologizing for missing the call and offering a Calendly link to book a consultation directly.
The text also gives callers the option to reply with their legal issue in a few words, which automatically creates a lead record in Clio Grow tagged by practice area for the intake team to review first thing.
The receptionist gets a morning Slack digest of every missed call and how each one was handled overnight.
Firms running this recover leads that would otherwise call a competitor while waiting on hold, and it's common to convert 15 to 20 percent of missed calls into booked consultations that never would have called back.
- Phone system with missed call webhook (e.g., RingCentral or Grasshopper)
- Zapier or Make.com
- Twilio (automatic text-back)
- CRM (e.g., Clio Grow or Lawmatics)
- Slack (morning queue summary)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Manually, a receptionist is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
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