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Intake done before the consultation
Prospective clients call once. If nobody answers, they call the next firm. AI answers, screens, schedules the consultation and prepares the intake, with conflicts and deadlines flagged.
- 08:20Caller with a car accident case. Screened, intake collected, consultation booked Wednesday 3:00.
- 10:10Court notice by email. Deadline added to the calendar, attorney notified.
- 13:45Signed retainer received. Filed under the matter, invoice for the retainer sent.
- 18:30Existing client called after hours. Message taken, marked not urgent, attorney sees it at 8:00.
What AI takes over
Six integrations, in the order most offices in your trade add them.
Phone
Answers, screens by practice area, collects the intake, schedules the consultation, escalates emergencies to an attorney.
Email inbox
Sorts inquiries, court notices and client mail, drafts replies for attorney review, files by matter.
Documents
Reads intake forms, IDs and contracts into the matter, flags missing signatures and deadlines.
Systems we connect
- Practice management (Clio, MyCase, PracticePanther)
- Intake questionnaires and retainer agreements
- Court and deadline calendars
- Document folders per matter
- Billing and trust accounting
Using something else? If it has an official connection or sends email notifications, it can be wired in.
What stays with people
- Anything with money in it, until you say otherwise
- Any caller who asks for a person
- Anything the AI is not sure about, which it says out loud
- The final word on every answer it gives, reviewed with you monthly
Questions from law firms
Does it give legal advice?
Never. It collects facts, schedules and answers questions about your firm. Anything legal goes to an attorney.
How does it handle conflicts?
It collects the parties' names at intake and flags matches against your existing list for a human check.
Your systems stay yours
Nothing to migrate and nothing new to learn. AI plugs into the phone number, inbox, calendar and books you already use, and a person is always one step away.
- Week 1: we map your calls, emails and paperwork
- Weeks 2 and 3: we build and test on your real cases
- Week 4: live, with a person watching every hand-off
- Every month: we tune what it says and what it may do