What a Bad Phone Tree Costs
The caller who gets bounced twice and lands in a full voicemail box doesn't file a complaint. They call the firm listed under yours. A menu built with some thought in it routes them the first time, even when everyone's heads-down or already gone for the day.
Routing by Time, Number, and Choice
Send callers by what they pressed, when they called, or which number they dialed. Tax questions to the tax team, billing to billing, brand-new callers to whoever's best at them.
After Hours That Still Works
Evenings, weekends, and the week of April 15th each get their own greeting and destination. The 7pm caller hears something written on purpose.
Your Front Desk Stops Being a Switchboard
Routine transfers handle themselves, which gives back the slice of the day somebody was spending on "let me see if she's in".
Draw the Call Flow, Then Change It in March
Menus, time rules, and failover destinations get built by dragging boxes around in a browser. That matters less on setup day than it does the Monday in March when you decide new-client calls should skip the menu entirely.
- Multi-Level Menus
Nested menus for firms with departments, locations, or both. Two levels covers most practices, and we'll say so if you're building a third.
- Custom Greetings
Recorded in your firm's voice, or ours if you'd rather not hear yourself. Separate ones for holidays and deadline weeks.
- Failover Routing
When nobody picks up, the call still goes somewhere on purpose: another extension, a cell phone, or voicemail that emails you the transcript.
- Changes You Make Yourself
Menus, greetings, and rules update from a browser in about two minutes. No ticket, no vendor, no waiting until Thursday.
Call Flow: Main Line
Welcome Greeting
"Thank you for calling Smith & Associates..."
Press 1: Tax Dept
Press 2: Billing
Press 3: Support
After Hours
Route to voicemail with custom greeting
Who It's For
Firms where the first thirty seconds of a call decide how the rest of it goes
CPA Firms
Tax, audit, and advisory calls land on the right desk without a person triaging them first.
Legal Offices
Callers reach the attorney or paralegal on the matter instead of a general voicemail box.
Multi-Location Firms
One number for the whole firm, routed to whichever office should own the call.
Client Service Teams
Triage happens before anyone picks up, so hold music stops being the first impression.
Time-Based Routing
Mon – Fri, 8am – 5pm
Main Menu
Mon – Fri, 5pm – 8am
After-Hours VM
Weekends
Weekend Greeting
Holidays
Holiday Message
The Schedule Does the Switching
Business hours, after hours, weekends, holidays. Each block carries its own greeting, menu, and destinations, and the system flips between them on the clock. Nobody has to remember to change the greeting before a long weekend, which is good, because nobody ever does.
Edits go live the moment you save them. No downtime, no ticket, no vendor calling you back on Tuesday about a greeting you needed on Friday.
Frequently Asked Questions
How does the auto-attendant work?
A caller hears your greeting and a short menu. What they press decides where the call goes: an extension, a department ring group, or voicemail that emails you a transcript. The whole decision happens in the second after they press the key.
Can I set different greetings for business hours vs. after hours?
Yes. Business hours, after hours, weekends, and holidays can each carry their own greeting, menu, and destinations. Plenty of firms add a fifth for the two weeks before a deadline, when the message needs to sound different.
Do I need technical expertise to set it up?
No. The flow builder is drag and drop, and greetings record from your browser. We also build the whole thing with you at no extra charge, because a badly designed phone tree costs a firm more than the setup ever would.
Can calls be forwarded to cell phones or external numbers?
Yes. Any option can ring an internal extension, a cell phone, an outside number, or a group of numbers all at once. Firms tend to use that last one for the calls nobody can afford to miss.
How many menu levels can I create?
As many as you want, though restraint pays here. Two or three levels handles most firms. Past that, callers start mashing zero out of frustration, which puts you right back where you started.