A caller wants to know if your firm handles their kind of matter. The assistant answers from what your site already says and takes a short callback request. Your firm decides what it may ask and who reads it. It never gives legal advice and never replaces your conflict check. Connecting it to your practice software is a separate step we review with you first.
IntakeClio / MyCaseConfidentiality
Law firms — the work behind the phone call.
Questions to explore together
Illustrative questions for this type of business.
“We lose potential clients to voicemail every week.”
“It cannot give legal advice, ever. Can you guarantee that?”
“Can it do the intake questions we ask on every first call?”
“Our staff ask the same procedure questions over and over.”
What we handle
Answers about your practice areas, and a callback request your firm approves AI receptionist
Clear limits: no legal advice, no case details, and a person follows up AI receptionist
A private assistant for staff that answers from your office procedures, shows its source, and is only open to people you allow Internal AI agents for your team
Reminders and intake routing, once your firm approves what is collected and where it goes AI automation & integrations
A clear website for your practice areas, attorneys and ways to reach you; you approve every change Managed website
AI receptionist $249 / month, setup $495 · managed website $149 / month, setup $495 · both for $349. First call is free.
Book a free 30‑minute call
Tell us what you're dealing with — no pitch. If we can answer it on the call, we will.
