Intermedia for Legal Firms

Intermedia’s Unite Archiving supports law firm compliance with ABA guidelines, the Sarbanes-Oxley Act (SOX), and the Electronic Communications Privacy Act (ECPA). Built-in features like legal hold and eDiscovery support preserve communications that may be needed for litigation or regulatory review, helping firms reduce risk and demonstrate compliance when required.

Law firms depend on confidentiality. Intermedia employs AES 256-bit encryption at rest and TLS encryption in transit, strict access controls, and SOC 2 / ISO 27001–certified processes. Secure VoIP, email, encrypted file sharing, and call archiving further ensure that attorney-client communications remain private and defensible.

Archiving includes tamper-evident storage, advanced search, and legal hold functionality. This ensures that law firms can quickly locate relevant communications, preserve evidence, and respond to discovery requests and compliance audits without the complexity of third-party archiving vendors.

The right phone system for a law firm depends on firm size and complexity, but all firms should expect secure communications, reliable archiving, AI tools, and features that make it easier to track billable hour tracking.

For smaller firms (Unite as the foundation):
Smaller practices need a secure, cloud-based UCaaS platform that supports daily client and team communication without unnecessary complexity. Unite provides:

• Call recording and voicemail-to-email transcription to support case documentation.
• Mobile and desktop apps so attorneys can work from court, client offices, or home without exposing personal numbers.
• Secure VoIP with TLS and AES-256 encryption, ensuring client confidentiality.
• Archiving across voice, email, chat, and SMS to preserve a defensible record of communications.
• AI Meeting Recap and AI Assistant to summarize calls, track action items, and surface relevant information — saving time on notetaking and making it easier to track conversations tied to billable hours.
• Call and meeting history tracking that centralizes interaction records, helping attorneys log activity accurately for billing and client reporting.

For larger firms (adding Contact Center):
Large or multi-office firms often need to handle higher call volumes, manage dedicated intake teams, and complex client service needs. In these cases, Contact Center adds key features:

• Intelligent call routing to ensure clients are connected quickly to the right attorney, paralegal, or intake specialist.
• Omnichannel support (voice, SMS, chat, email) so clients can reach the firm however they prefer.
• Supervisor dashboards and quality monitoring for managing staff performance and ensuring consistent client experiences.
• AI Agent Assist for real-time guidance during calls, objection handling, and faster case intake.
• AI Supervisor Assist to give managers visibility into call sentiment, provide live coaching, and spot potential issues before they escalate.
• Comprehensive archiving and call history logs with legal hold features for eDiscovery, compliance, and accurate billable hour tracking — and to help attorneys and billing teams accurately account for client-related interactions.

Law firms should evaluate VoIP for attorneys on more than just price and reliability. Key areas to consider include:

• Security & Compliance – Look for SOC 2 and ISO 27001 certifications, plus encryption, archiving, and legal hold to protect attorney-client privilege and support law firm eDiscovery needs.
• Archiving & History Tracking – Ensure all calls, meetings, and messages are captured for compliance, recordkeeping, and accurate billable hour tracking.
• AI & Intelligent Communications – Modern firms need AI features like Meeting Recap, transcription, and real-time assistance to reduce admin work and improve client service.
• Scalability & Support – Smaller firms may only need UCaaS, while larger firms benefit from Contact Center features like intelligent call routing, omnichannel engagement, and PCI-DSS–ready integrations for secure payment processing. Vendors should also provide 24/7 support and 99.999% uptime.

Bottom line: Choose a VoIP provider that delivers security, compliance, and AI-powered communications to meet today’s needs and prepare your firm for the future.

Intermedia enables legal professionals to work securely and effectively from court, client sites, home, or across offices with its Unified Communications platform.

• For attorneys and staff (Unite): Mobile and desktop apps provide secure access to calls, meetings, voicemail, messaging, and files without exposing personal numbers. AI Meeting Recap and AI Assistant help capture case details, track follow-ups, and reduce administrative work, while archiving ensures a complete, defensible record of all communications.
• For larger firms (adding Contact Center): Remote intake specialists, paralegals, billing clerks, and client service teams can operate from anywhere with secure access to the same call routing, case screen pops, and supervisor oversight they’d have in the office. AI Agent Assist supports staff in real time with call guidance and quick access to knowledge resources. Managers use AI Supervisor Assist for live coaching, sentiment monitoring, and visibility into performance to ensure consistent client experiences across remote and on-site staff.
• Security & control: All communications are encrypted (TLS in transit, AES-256 at rest) with role-based access controls so only authorized personnel can access case-related data.

Intermedia helps law firms lower costs by consolidating communications, reducing vendor sprawl, and improving staff efficiency.

• For smaller firms (Unite): Phone, messaging, meetings, file sharing, and archiving all come in one platform — replacing multiple providers and cutting licensing and IT overhead. AI Meeting Recap and AI Assistant automate notes, track tasks, and summarize conversations, reducing non-billable admin time and helping attorneys focus on client work.
• For larger firms (adding Contact Center): Intake teams, billing clerks, and client service staff gain tools like intelligent call routing, AI Agent Assist, and automated call logging, which reduce average handle time and speed up case intake. AI Supervisor Assist helps managers identify inefficiencies and coach staff in real time, improving productivity across distributed teams.
• Compliance & archiving savings: Built-in archiving with legal hold eliminates the need for separate eDiscovery or compliance vendors, saving money while simplifying audit readiness.

To summarize what’s been shared previously financial institutions benefit from:

• SOC 2 / SOC 3 independent audits, confirming strong internal controls for security, availability, and confidentiality.
• ISO 27001 certification, validating that our information security management system follows global best practices.
• GDPR and CCPA alignment, supporting institutions that operate under strict privacy requirements.
• SEC and FINRA support, with archiving features such as tamper-evident retention, legal hold, and advanced search to meet recordkeeping obligations.