Instant client intake, case qualification, and discovery scheduling. AI that filters out the noise so you only talk to winning cases.
Our AI Legal Assistant handles the first touch. It empatheticly gathers case details, qualifies against your specific criteria, and books the consult, all in seconds.
Set the specific questions that determine if a case is worth pursueing.
Connect your intake pipeline to avoid manual data entry.
Show up to consultations where the client is already vetted.
Personal Injury and Tort firms.
Family Law and Criminal Defense attorneys.
Boutique firms looking to scale intake volume.
Most firms do not have a lead problem. They have an intake problem: enquiries arrive outside office hours, on weekends, and in the middle of hearings, and the person who could screen them is in court.
The cost is asymmetric. A qualified case that goes unanswered for a day is often gone permanently to the firm that picked up, while an unqualified enquiry that reaches a fee earner burns time that cannot be billed. Both failures come from the same gap.
Legal enquiries are also frequently urgent to the person making them. Someone calling after an accident, an arrest, or a served notice is not going to work through a list politely. They will stop at whoever answers.
The agent screens on what your firm actually takes: practice area, jurisdiction, whether the matter falls inside the limitation period, whether there is a conflict signal worth flagging, and whatever else your intake checklist contains.
Enquiries that qualify are booked into a consultation slot from live calendar availability, with the facts captured and attached so the fee earner reads a file rather than starting cold. Enquiries that do not qualify are declined courteously and recorded, which protects both the diary and the firm's reputation.
Conflict checking remains a human responsibility. The agent can flag what a caller says about opposing parties; it cannot and does not run your conflicts system.
It does not give legal advice, assess the merits of a matter, or say anything a caller could reasonably act on as guidance. It gathers facts, answers questions about the firm and its process, and books time with a person.
That line is not a limitation to be engineered around. Unauthorised practice and the professional obligations attached to client communications are the reason the boundary exists, and any vendor willing to blur it should be a warning sign.
Every conversation is retained and reviewable. Human handoff routes threads into Slack and email so a fee earner can read them in real time, and message approval holds outbound messages for a person to approve. Where your professional indemnity insurer or bar rules require specific disclosures at first contact, those are written into the agent during the build.
The agent gathers facts and books time; it does not advise, assess merits, or say anything a caller could act on as guidance, which is the line that keeps it clear of unauthorised practice. Every conversation is retained and reviewable, so intake is auditable rather than a black box. Where your jurisdiction requires particular wording, disclaimers, or advertising disclosures at first contact, those are written into the agent before it goes live. What we will not do is tell you it satisfies your bar rules. That is a judgement for you and your professional indemnity insurer, and we would rather hand you an accurate description of the behaviour than a compliance badge.
US texting sits under the TCPA regardless of practice area. Consent is captured before the agent messages anyone, opt-outs are honoured automatically, and A2P 10DLC registration is part of the build. If your firm has its own consent language, it goes into the intake flow verbatim.
No. It captures facts, answers questions about the firm and its process, and books consultations. Anything approaching advice is routed to a person, deliberately and without exception.
It can flag what a caller says about parties involved so intake has it in front of them, but conflict checking stays a human process running against your own systems.
Yes, against your criteria: practice area, jurisdiction, limitation period, and whatever else is on your intake checklist. Declined enquiries are logged so nothing disappears silently.
Yes, and they are visible in the reporting dashboard. Where your obligations require particular wording or disclosures at first contact, that is configured into the agent before it goes live.
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