Termination and warning letter
Asks for the receipt date, the employer for the conflict check and the legal expenses insurance, books the initial consultation.
File note, lawyer's calendar
Every client inquiry gets through, even when you are in a meeting.
Marie doesn't give advice. She books the appointment.
from €99
per month
24/7
available, even during meetings
Human
no robotic voice
File note · Phone
Law firm Muster & Partner · sample view
Ref. 0417/26preliminary
This note is generated from the first call example below. Fictional law firm, fictional client.
Servers in Frankfurt
Data stays in the EU, data processing agreement under Art. 28 GDPR
AI disclosure
in the first sentence, per Art. 50 EU AI Act
No legal advice
only capture and route, § 2 RDG (German Legal Services Act)





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trust ScaleTalk
Max takes a termination case and books the initial consultation, Marie answers a question about an open file. You decide which voice answers your phone. Play a call and the file note appears on the right, landing directly in your case management system.
The recording is in German; the transcript is translated.
Press play and the transcript follows along live.
Call as a new client with a termination case, name an opposing party and go ahead and ask whether you are entitled to severance pay. Pay attention to what Marie answers and what she doesn't. Once you have entered your details, the call starts right away, and you also see the number.
From conversations with law firms, with sources. On the right, you see what Marie changes about each one.
Court hearing, client meeting, file work. Whoever calls during that time reaches nobody and calls the next lawyer. Yet the professional code requires prompt answers.
“Client inquiries must be answered without undue delay.”
Remedy
Marie answers every call, even several at once, and either books an appointment right away or logs the callback in the file.
Every call interrupts drafting of briefs, deadline monitoring and billing. And new staff for the secretariat is hard to find.
“The people are supposed to do the case processing, not really be on the phone.”
Remedy
Marie handles first inquiries, appointment requests and follow-up questions. Your secretariat works on the files.
With terminations, official notices or penalty orders, every day counts. If nobody notes the receipt date on the phone, it only comes up at the appointment.
A lawsuit against a termination must be filed within three weeks of receipt.
Remedy
For every letter, Marie asks for the receipt date and flags the inquiry as urgent for the lawyer.
“Am I entitled to severance pay?” Anyone who gives a quick assessment on the phone is advising without documents, without a client engagement and without a fee.
Phone advice carries liability risk. The professional literature on client intake recommends a meeting with documents.
Remedy
Marie never gives advice. She takes the question and books the initial consultation, with a note on the costs.
Marie recognizes from the first sentence what the call is about and handles the case according to your firm's rules. Under each case you can see where the result lands.
Asks for the receipt date, the employer for the conflict check and the legal expenses insurance, books the initial consultation.
File note, lawyer's calendar
Captures the other party and insurer, says which documents to bring, books at the firm or by video.
File note, appointment with video link
Stays warm and discreet, asks only what is necessary and books an appointment with the family law specialist.
File note, calendar
Rent increase, personal-use eviction, service charges: captures the letter and the landlord and books the initial consultation.
File note, calendar
Finds the file by its reference number, gives no information about its content and logs the callback with the responsible lawyer.
Note in the file, callback
Finds the appointment, offers two new slots and sends the confirmation by SMS.
Calendar, SMS
Takes the message with the reference number and never says whether the firm represents anyone.
Matter with the responsible lawyer
Arrest or search: stay calm, say nothing about the case, connect immediately to the criminal defense lawyer on call.
Straight to the on-call lawyer
Marie works with the systems your firm already uses: case management software, appointment booking, document storage and your team's tools. She knows the client and the file and creates every inquiry where your lawyers work.
Recognize clients
Before Marie even says hello, she uses the caller's number to check your case management software for whether the caller is already a client and which file belongs to them.
→ GET /contacts?phone=…
← Client, file 214/26
Know the file and calendar
Marie sees who handles the file, when the lawyer is free and which initial consultations are still open. She does not share the contents of the file over the phone.
→ GET /files?reference=214/26
← File with Ms. Wolf, family law
Create the file note
The inquiry lands in your case management software as a file note with area of law, opposing party for the conflict check and receipt date, and the appointment lands in the calendar.
→ POST /files/notes
← Initial consultation, urgent, opposing party captured
Law firm software
Files, clients, deadlines, billing
Appointments and client communication
Book initial consultations, exchange documents securely
CalendlyDocuments
Store file notes and attachments

Calendar, team and automation
Enter appointments, notify lawyers
Outlook
And your own software
If your law firm software has an interface, we connect Marie directly. With n8n, Make or Zapier we link several systems in one workflow, for example creating a file note in your case management software while notifying the responsible lawyer in Teams.
Listed are systems with a documented or officially offered interface. Brand names belong to their respective owners. We set up the integration for your setup during the needs analysis.
Pick a request. The call plays on the left while the intake form fills in on the right: area of law, opposing party flagged for the conflict check, deadline traffic light based on your firm's rule. Watch the moment the caller asks a legal question.
The call is about to start …
Client intake
Phone · Law firm Muster & Partner
Ref. 0421/26preliminary
Fictional sample calls. The deadline traffic light is not a legal assessment: Marie only categorizes by rules your firm defines in advance, for example “letter with a service date means callback today”. Whether a deadline is running is for you to check.
Callers reach the right person according to your rules: by area of law, on-call duty or in the calendar. When transferring, Marie gives a short briefing, then connects the call. Switch the view and see what changes after hours.
Sample configuration. Which areas of law, people and emergency rules apply is something you define in the needs analysis.
New client with a deadline
“I received a termination letter today.”
Never says: whether the deadline is running or the matter has been accepted
to the lawyer for that area of law, Marie gives a short briefing. If she is in a meeting: callback at the top of the list.
New client without a deadline
“I need advice on my lease.”
Never says: an assessment of the legal position
Initial consultation straight into the responsible person's calendar, confirmation by text message.
Existing client
“What is the status of my matter?”
Never says: contents of the file, not even when given the file number
to the responsible lawyer or legal assistant. If nobody is free: matter with file number and callback request in the system.
Court, court registry
“Regional court, registry of the 3rd civil chamber.”
Never says: information about clients without consulting you
straight to the handling person, Marie announces the file number beforehand.
Opposing side, colleagues
“This is colleague Roth, regarding the Hartmann matter.”
Never says: anything about your clients
to the handling person if free. Otherwise a matter with callback request in the system.
Legal expenses insurer
“This is about the coverage request for Ms. Kröger.”
Never says: details from the client matter
Matter for the staff member who handles coverage requests.
Criminal law, emergency
“The police are at my husband's right now, a search.”
Never says: what the person affected should say or do
straight to the criminal defense lawyer, no hold queue.
Request doesn't fit
“I need someone for patent law.”
Never says: a recommendation for another firm, unless you store one
say honestly that the firm doesn't handle this. A note on request.
“When clients call, it simply gets more sensitive, and that would then have to be passed on to the human agent.”
Outbound calls
Documents, appointments, follow-up questions: with your approval, Marie calls your clients. Hardly any provider for law firms offers this, even though this is exactly where client matters stall.
“You cannot represent a client who does not stir …”
Only with a reason and a relationship
Power of attorney, termination letter, notice, legal insurance number: Marie says exactly what is missing, by when it is needed and how it gets to the firm. The list follows by text message.
Who: Existing clients
Who Marie callsExisting clients
One day before the meeting: confirm the appointment, remind about documents, reschedule if it doesn't fit. News such as a letter from the other side goes to the lawyer as a heads-up in advance.
Who: Existing clients
Who Marie callsExisting clients
Still missing the service date, the exact name of the other side or an amount before the appointment? Marie asks, so you go into the conversation prepared.
Who: Existing clients
Who Marie callsExisting clients
Anyone who asks for a callback via the contact form or insists on one after hours gets it in minutes instead of the next day.
Who: Inquirers who want a callback
Who Marie callsInquirers who want a callback
For firms with debt collection: call back debtors who asked for installment payments or an invoice and document the outcome.
Who: Debtors, on their own request
Who Marie callsDebtors, on their own request
“Your brief has been filed.” Marie reports what you approve for the call and takes follow-up questions for you. Everything else stays with you.
Who: Existing clients
Who Marie callsExisting clients
Phone advice carries liability risk, and the professional literature on client intake recommends a meeting with documents. Marie sticks to that. Judge for yourself: where does she answer, where does she hand over?
Caller asks
“Am I entitled to severance pay?”
Caller asks
“How much does an initial consultation cost at your firm?”
Caller asks
“By when do I have to act against the notice?”
Caller asks
“Is Dr. Becker in the office today?”
Caller asks
“What is the status of my matter, file number 0381/26?”
Caller asks
“Do you also take construction law cases?”
Background: Haufe, “Die Mandatsannahme, IV. Telefonische Auskünfte” (client intake, phone information); § 2 (1) RDG.
The question before all others: may a law firm put an AI on the phone? Here is what the law requires and what it means for how Marie behaves on calls.
§ 43a (2) BRAO
Confidentiality
“The lawyer is bound to confidentiality.” The duty covers everything that becomes known to them in the course of their professional work.
On the phone: Marie gives no information from the file without your approval, not even if someone names a file number.
§ 43a (4) BRAO
Conflicting interests
Ban on acting where interests conflict in the same legal matter. That is why firms run a conflict check before accepting a client matter.
On the phone: Marie records the opposing party and others involved separately and hands them over for review. She never promises to take on a matter.
§ 43e BRAO
Use of service providers
Allows service providers access where necessary. Requires careful selection, a contract in text form with a confidentiality obligation and instruction, as well as rules on subcontractors.
On the phone: We walk you through the requirements of § 43e BRAO before launch.
§ 203 StGB
Breach of private secrets
Covers lawyers. Disclosure to persons assisting is permitted where necessary. Anyone who fails to ensure their duty of secrecy is also liable to prosecution.
On the phone: Marie records only what is needed for the handover. Servers in Frankfurt, data stays in the EU, data processing agreement under Art. 28 GDPR.
Art. 50 EU AI Act
Transparency obligation
Anyone speaking with an AI system must learn that at the latest at the first interaction. Applies since August 2, 2026.
On the phone: Marie says in her first sentence that she is the firm's AI assistant.
§ 201 StGB
Confidentiality of the spoken word
Recording the non-publicly spoken word without authorization is a criminal offense.
On the phone: Recording only with consent. Otherwise it stays with the summary and the captured fields.
§ 2 (1) RDG
Legal services
“Legal services are any activity in specific matters of others as soon as it requires a legal assessment of the individual case.”
On the phone: Marie assesses nothing. She captures, categorizes by your rules and routes.
Our approach: We walk you through the requirements of § 43e BRAO before launch. Which data Marie captures, who sees it and what she never says on the phone is something you define in the needs analysis. This is not legal advice on your individual case.
The legal profession is growing slightly, but new talent in law firm secretariats is not. And a large share of working time is not billable.
licensed lawyers in Germany as of January 1, 2026.
BRAK (German Federal Bar), membership statistics as of 01/01/2026, press release of 04/15/2026
new apprenticeship contracts for legal secretaries (ReFa and ReNoFa) combined in 2025. In the three years before, the number fell by 11%, almost 5% and 3%.
BRAK, Nachrichten aus Berlin 2/2026 of 01/21/2026
of respondents in Germany spend less than half of their working time on billable work.
Wolters Kluwer, 2026 benchmark report, 99 respondents in Germany
prioritize automating administrative tasks.
Wolters Kluwer, 2026 benchmark report
Set your call volume and region. We compare a dedicated staff member on the phone, a human answering service and Marie.
Dedicated staff member on the phone
one call at a time
gross per month, median, plus employer contributions · office hours only, vacation and sick leave need cover
Human answering service
depends on staffing
cheapest sample tariff at 630 calls · Sample tariff: daily 8 AM to 8 PM, 24/7 for an extra fee
ScaleTalk with Marie
unlimited in parallel
per month, exact price based on call volume · around the clock, even on public holidays
A legal assistant (Rechtsanwaltsfachangestellte) does far more than answer the phone. The more honest question is how much of her time the phone eats up today, and who picks up when she is on vacation.
Salary: median gross monthly pay, full-time, for assistant staff in law firms and notary offices (specialist roles), Entgeltatlas of the German Federal Employment Agency, data as of 2025, retrieved 09/29/2026. Answering service: base fee plus price per call for three tariffs of a law-firm answering service according to a comparison portal, as of 01/13/2026, without extra options. ScaleTalk: starting price.
An AI phone assistant for lawyers is a voice AI that answers calls on your firm's number, identifies itself as an AI and captures the matter in a structured way: area of law, opposing party, deadline, callback request. It does not give legal advice. It books initial consultations, transfers calls according to your rules and creates every inquiry as a file note directly in your case management system, via interface or email.
Not on the phone. Assessing an individual case is a legal service and stays with you. Marie takes over what comes before: answering, capturing, categorizing, booking the appointment. That leaves more time for your client work.
Four things matter on the phone: The AI does not give advice and says so politely. It identifies itself as an AI at the start, as required by Art. 50 of the EU AI Act. It captures opposing parties and deadlines so you can check them before calling back. And the provider walks you through the requirements of § 43e BRAO (the German Federal Lawyers' Act, on outsourcing and confidentiality) before the first call goes live. The best way to check all this is a real test call.
That depends on the provider and how it is used. ScaleTalk runs its servers in Frankfurt, your data stays in the EU, and we sign a data processing agreement under Art. 28 GDPR. Calls are only recorded with consent. For law firms, professional rules add to this: § 43a BRAO (duty of confidentiality), § 43e BRAO and § 203 StGB (German Criminal Code, breach of professional secrecy).
Before accepting a client matter (Mandat), the firm checks whether it already represents or has represented the other side. The basis is the ban on conflicting interests in § 43a (4) BRAO. That is why Marie asks for the opposing party and everyone involved, hands them over separately for review and never promises to take on a matter on the phone.
Professional rules do not set a fixed number of days. § 11 (2) BORA (the German professional code for lawyers) requires: “Client inquiries must be answered without undue delay.” With Marie, every caller gets an immediate answer and a callback appointment, even when you are in a meeting.
Your firm sets that, not Marie. Marie shares the information you store, such as your flat fee for the initial consultation, asks about legal expenses insurance and books the appointment. She does not give advice over the phone.
Clients are advised online to set a deadline in writing, file a complaint with the bar association (Rechtsanwaltskammer) or terminate the engagement. For law firms, that means every call that goes unanswered can end in a complaint. Marie answers every call, even several at once and on weekends.
ScaleTalk starts at €99 per month. The exact price depends on your firm's call volume, not on the number of seats. The test call and needs analysis are free.
Yes. Marie works through call forwarding on your existing number. You decide whether she picks up immediately, only after several rings or only outside office hours. Many firms start exactly this way.
Yes, if your case management software has an interface. This applies to DATEV Anwalt classic, Advoware, Actaport, j-lawyer.org, Kleos and AnNoText, for example. Marie then recognizes clients, sees the responsible lawyer and creates file notes directly. RA-MICRO does not offer an open interface, so there the file note arrives by email or through a partner solution. We work out which route fits in the needs analysis.
Yes. Since August 2, 2026, Art. 50 of the EU AI Act requires that callers learn at the latest at the first interaction that they are speaking with an AI. Marie says so in her first sentence.
Next step
30 minutes: which areas of law go to whom, what counts as a deadline, who is reachable in an emergency, which fields Marie captures for the conflict check, the requirements of § 43e BRAO and what it costs for your firm.