Setting up your firm phone line
Updated
Mylo Phone gives your firm dedicated numbers ($49/line/month) with the things a modern firm actually needs: call recording, transcription, voicemail, text messaging, and analytics — all landing in the portal where the rest of your practice lives.
Getting a number
Add a phone line from your firm’s settings. You can pick a new local number, or port an existing firm number to Mylo Prime — porting keeps your published number and typically completes within a few business days; we’ll walk you through the carrier paperwork.
Where calls ring
Your line works across the Mylo Phone apps — desktop, iPhone, and the browser-based softphone in the portal — so staff answer from whatever they’re sitting at. Each user signs in once per device.
Calls become part of the matter
This is the point of having phones inside your practice-management system: calls are logged, recordings and transcripts attach to the caller’s contact and matter, and voicemails arrive transcribed. “What did the client say last Tuesday?” becomes a search, not an argument.
Text messaging
Each line includes SMS (200 messages/month). Texts thread with the contact’s record like calls do. Note that clients text the firm line — not staff personal cells — which keeps client communication where your team and your records can see it.
Recording and consent
Call recording is subject to consent laws that vary by state — some require all parties to consent. Your firm controls recording behavior; make sure your setting matches the strictest state you practice in. This is your call to make (with ethics counsel if unsure), not a default to accept.
Something wrong with calls?
Bad audio, calls not ringing a device, or a number playing an error message: report it and include the phone number, the approximate time of the failed call, and who was calling whom. If your main line is down, mark the request urgent — phone outages page our on-call team.
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