A Canadian law firm should not turn on an AI receptionist because the demo sounded polished. It should turn one on because intake, disclosures, handoffs, and review paths are written down and approved.
This is an implementation checklist for firms that already understand the product role on the AI receptionist for law firms page. Draft the spoken workflow with Law Firm AI Receptionist Prompts before go-live. This is not legal advice, and it does not replace the call-test matrix in How Law Firms Test an AI Receptionist.
Decide the first live workflow
Pick one narrow flow. Do not launch every practice area on day one.
| Choose one first flow | Why it is a safer start | Keep with your firm |
|---|---|---|
| New-matter consultation request | Repeatable fields and a clear “firm will review” outcome | Conflict and matter acceptance |
| Existing-client message | Lower novelty; still needs accurate routing | File advice and client service |
| After-hours intake only | Limits daytime disruption while staff review outcomes | Urgency judgment and callbacks |
Write the approved questions, the exact disclosure wording, and the human handoff triggers before anyone configures the agent. The Canadian Bar Association’s AI-use guidance and the Law Society of Alberta Generative AI Playbook both keep professional responsibility with the firm.
Confirm what the agent may never do
Before integrations or calendars, lock the hard stops:
- No legal advice, merits assessment, or fee negotiation that needs judgment.
- No conflict decision and no promise that the firm will take the matter.
- No implication that a caller already has an attorney-client relationship.
- No improvisation when the caller is distressed, urgent, or outside the approved script—route to the firm’s approved person or callback path.
If a step is still ambiguous after this list, leave it with staff. An incomplete but honest intake is safer than an agent that invents confidence.
Map people, tools, and review owners
Name the owners before go-live:
- Intake owner — who reviews summaries each day.
- Supervising lawyer — who approves scope changes.
- Operations owner — who owns calendar rules and after-hours coverage.
- Privacy or risk reviewer — who confirms retention, access, and caller notices for your practice.
Then confirm only the connections you actually need. Available today for approved workflows: Clio Manage, Clio Grow, Filevine, Google Calendar, and Outlook Calendar. Do not describe a coming-soon tool as live. Confirm the exact fields and outcomes with your firm before launch.
Run the privacy and disclosure pass
Canadian privacy obligations are practice-specific. Use your own counsel or privacy lead. As a baseline, review the Office of the Privacy Commissioner guidance on PIPEDA safeguards and meaningful consent.
For Wirevox specifically: Wirevox does not currently offer a BAA. Do not process PHI through the platform until an appropriate agreement and reviewed workflow are in place. Encryption in transit and at rest is a safeguard, not a certification.
Document where call content goes, who can open transcripts, how long records are kept, and what callers are told. Keep the first live window short enough that staff can review every outcome.
Launch in stages, then expand only what passed
Use this order:
- Configure the narrow flow and load only approved knowledge.
- Complete the scenarios in the testing guide.
- Soft-launch during a defined window with a named person on every exception path.
- Review transcripts and outcomes in call analytics.
- Change one rule at a time, retest, then add the next practice-area path.
The commercial page explains the product role. This checklist is the go-live gate. When the first workflow is approved, start from AI receptionist for law firms, confirm the live tools on integrations, or book a demo to map the intake sequence with your team.
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