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CoReceptionist
Industries / Legal
For managing partners, office administrators & receptionists

Law firm visitor management, quietly handled

Visitor management for law firms. Client names stay off shared screens, confidentiality agreements are signed on arrival, and the right attorney is told quietly — while the front desk stays gracious.

14-day free trial · no credit card · client, opposing counsel, vendor and courier types set up for you
NDA shown on the kiosk before signing
Sound familiar?

Where law firm lobbies overshare

Paper visitor sign-in sheet on the reception desk of a modern law firm
  1. A client signs a sheet that lists everyone who came in before them.ABA Model Rule 1.6(c) asks for reasonable efforts against inadvertent disclosure. A shared sign-in sheet discloses your client list.
  2. Opposing counsel and your client arrive for the same deposition.They wait side by side because the front desk didn't know who was who.
  3. A visitor joins a meeting before signing the confidentiality agreement.The signed copy is supposed to be in the file. It isn't.
  4. A partner needs to confirm when a visitor was in the office.Someone pages through months of paper sign-in sheets.
How it's solved

Discreet check-in, NDAs and records — at the kiosk

Each of those moments has a check-in step that handles it — quietly, so the front desk stays gracious and client names stay off the counter.

  1. A client signs a sheet that lists everyone who came in before them.No client list on the counterThere's no visible visitor log on the kiosk, and Secure check-out — by email, visitor code or phone — means today's names are never listed.
  2. Opposing counsel and your client arrive for the same deposition.The right person is told, quietlyClients and opposing counsel get their own visit types, and the attorney or their assistant is notified by email, SMS or Slack — so staff can greet and seat each party separately.
  3. A visitor joins a meeting before signing the confidentiality agreement.Agreements signed before the meetingVisitors read and sign your confidentiality agreement on screen before check-in finishes, get a copy by email, and the signed copy is kept with the visit.
  4. A partner needs to confirm when a visitor was in the office.Any visit in secondsSearch the Visitor Log by name or date range, open the full record, or export it as CSV or PDF.
Client teams check in togetherWith group sign-in, the lead visitor adds everyone with them, and each gets their own badge.
Visits, not case filesCoReceptionist records who visited whom and when — never matter details.
A client meeting

Discreet from the lobby to the meeting room

  1. Kiosk asking the reason for the visit
    01Visit typeClient, counsel or courier — each type has its own steps.
  2. Kiosk host search
    02AttorneyThey search by name; the attorney or their assistant is notified.
  3. Kiosk group check-in screen
    03GroupClient teams check in together, each with their own badge.
  4. Client signing on the kiosk
    04SignatureNDA or engagement papers signed at arrival.
  5. Kiosk Thank You screen with a visitor code
    05Checked inVisitor code on screen and the badge prints.
Ready on day one

Your trial starts with law firm visit types

Every kind of visitor gets its own check-in. These are ready the moment you sign up — adjust any step from the dashboard.

  • ClientMeetings and signings
    1. Name
    2. Attorney you're seeing
    3. Confidentiality agreement
    4. Badge
  • Opposing counsel or witnessDepositions and mediations
    1. Name & firm
    2. Host attorney
    3. Badge
  • VendorCourt reporters, IT and facilities
    1. Name & company
    2. Host
    3. NDA
    4. Photo
    5. Badge
  • CourierFilings and deliveries
    1. Courier
    2. Recipient notified
    3. Logged — no badge
Start with these visit types14 days free · no credit card
The record you keep

What your firm's visitor log looks like

VisitorTypeSeeingNotifiedSignedInOut
R. HaleClientA. Brennan (assistant)SMS · deliveredConfidentiality agreement10:0011:30
K. ItoOpposing counselConference room BEmail · delivered—09:4512:30
V. GrantVendorLitigation supportSlack · deliveredNDA09:3012:40
Coastal CourierCourierDocketingEmail · delivered—15:1215:12

Illustrative sample with fictional visitors. The log is visible only to your team in the dashboard — never on the kiosk.

  • Visitor data stored in a U.S. AWS region
  • Encrypted at rest
  • SOC 2 Type II engagement underway
Trust Center →
Getting started

Three steps to your front door

  1. 1Start your trial14 days free, no credit card. Your account opens with 4 law firm visit types ready to use.
  2. 2Pair a tabletUse any iPad, or an Android tablet on Android 14 or later. Scan the pairing QR code and the kiosk is live. Add a label printer if you want badges.
  3. 3Add your teamAdd the people visitors come to see. They're notified by email, SMS, Slack or Microsoft Teams when someone arrives.

Questions, answered

Does a paper sign-in sheet matter for confidentiality?It can. ABA Model Rule 1.6(c) asks lawyers to make reasonable efforts to prevent the inadvertent disclosure of information relating to a client's representation — and a shared sign-in sheet shows every later visitor who your clients are. CoReceptionist keeps names off the counter and the kiosk.
Can visitors see who else has been in today?No. There's no visible visitor log on the kiosk. Choose Secure check-out — visitors enter their email, visitor code or phone — so today's names are never listed.
Can an assistant be notified instead of the attorney?Yes. Each person's notification rules can send email, SMS or Slack to themselves or to another contact, such as an assistant.
Can clients sign an NDA on arrival?Yes. Clients read and sign on screen, receive a copy by email, and the signed copy is kept with the visit.
How do we find a past visit?Search the Visitor Log by name or date range, open the full record, or export the log as CSV or PDF.
Can a client team check in together?Yes. With group sign-in on, the lead visitor adds everyone with them, and each gets their own badge.

Evaluating Envoy or Sign In Solutions? Compare →

More in our Trust Center and Security FAQ.

Try it at your front door for 14 days

  • 14 days free
  • No credit card
  • Law firm visit types set up for you
  • No client names shown on the kiosk
Tablet check-in kiosk with a Brother QL-820NWB badge printer on a law firm reception desk
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