Legal and financial services

Client calls with a clear record.

Direct extensions for partners and staff, call recording within your plan's rolling storage, and shared history so client conversations stay documented.

A business team coordinating customer calls across office and field work

On the record

Extensions, recordings, and records.

Each colleague gets a direct extension. Calls can be recorded and kept within your rolling storage allowance, and history keeps a clear timeline.

D Line handles calling and records.

Recording retention follows your plan's rolling storage allowance—you manage your own retention and compliance obligations.

Practical by design

A phone system shaped for how your team works.

Direct extensions

Partners and staff each get their own line.

Call recordings

Record conversations within your rolling storage allowance.

Clear client records

Shared history documents who called and when.

Routing and transfers

Menus and transfers direct clients to the right person.

Voicemail and callbacks

Capture missed calls and return them from any device.

Desk phones and apps

Office phones plus apps for attorneys and advisors on the move.

Setup checklist

Stand up your firm's line in five steps.

  1. 01List partners, staff, and the call paths to cover.
  2. 02Choose a number or request a porting review.
  3. 03Assign extensions and set routing and transfers.
  4. 04Enable recording and review your retention obligations.
  5. 05Decide on desk phones versus apps per colleague.

Legal and financial questions

Answers for law firms and advisors.

Are calls recorded?

Yes. Recordings are kept up to your plan's rolling storage allowance.

How long are recordings kept?

Retention follows your plan's rolling storage allowance; you manage your own compliance obligations.

Can clients reach a specific attorney?

Yes. Direct extensions and transfers route clients to the right person.

Does it integrate with our practice management tool?

D Line handles calls; your practice management tool stays separate.

Keep client conversations on the record.

Create a D Line workspace, choose your number, and keep your team reachable wherever work takes them.