Refo is a legal answering service and intake desk for small and mid-size law firms. We answer every call, text and web inquiry 24/7, run intake with your questions, collect the names your team needs for a conflict check, book consultations into your calendar, send engagement letters for e-signature, and follow up on unpaid invoices. We never give legal advice. Behind the desk, we keep your books, including trust account records, and your IT.
Last reviewed 2026-09-30 by the Refo team.
Every call answered, intake taken and the consultation booked, day or night.
Calls, texts and web inquiries answered in minutes.
Your intake questions asked, and the details sent to your team before the consultation.
Payment reminders with a link to pay, on your schedule.
We contact your firm as a potential client would, including after hours, and show how long inquiries wait, what gets asked and how many end in a booked consultation.
No. We take intake, answer questions about your firm from information you approve, and book consultations. Legal questions go to your attorneys.
We collect the names of the parties and send them to your team. Your firm runs the conflict check and decides whether to book the consultation.
Only your team. Intake details are kept in your systems and ours and are not shared with anyone else.
Your case management software and calendar where they give us access. We confirm the setup during the test.
Our bookkeepers keep trust account records in your software, ready for review. Your attorneys remain responsible for the trust account under your state's rules.