ALL LAW OFFICES USE CASES

Client intake triage

Every solo and small firm loses hours to intake that goes nowhere: the 30-minute call that turns out to be a practice area you don't touch, the consult where you spend the first 20 minutes gathering facts a form could have collected. The assistant meets every inquiry first, gathers the story, checks for conflicts, and hands you an organized brief before you ever pick up the phone.

A Day With This Running.

Not a product demo — a walk through what an ordinary day looks like once this is in place.

1
Inquiry arrives — any channel

Web form at 10 PM, email, or a phone call — the assistant responds immediately and starts a structured, friendly conversation about what happened.

2
The right questions get asked

When did it happen, who's involved, what's been filed, what outcome are they hoping for. It flags statute-of-limitations concerns and screens names against your conflicts list.

3
You get a brief, not a voicemail

One page: the facts in order, the practice area, urgency flags, conflict-check result, and the caller's contact details — waiting in your inbox before the consult.

4
Wrong-fit matters exit gracefully

Cases you don't take get a polite response and, if you like, a referral — without costing you 30 minutes to find out.

What Actually Changes.

Time per dead-end inquiry

Before: 20–30 minutes each, several per week

After: Zero attorney time

Consult preparation

Before: First 20 minutes spent gathering facts

After: You walk in already knowing the shape of the case

Response time to new inquiries

Before: Hours to days — and prospects call the next firm

After: Under a minute, around the clock

What it saves, in one line: No more 30-minute calls to discover a matter you don't take. You walk into every consult already knowing the shape of the case.

Simpler Than You'd Think.

No rip-and-replace, no new systems to learn, nothing goes live without your say-so. Here's the whole process:

  • We script the intake conversation with you: your practice areas, your screening questions, your definition of urgent.
  • We connect it to your web form, email, and (if you want) phone line — your existing number stays.
  • Conflict checking runs against a client list you control; borderline matters always route to a human.
PRIVATE & SELF-HOSTED AI
Your data never has to leave your control

Intake conversations contain privileged facts from the first sentence. This runs on private AI infrastructure we own and operate, so prospective-client information stays under your control from the very first contact. Learn more about Private AI →

Want this running in your business?

Tell us a bit about your business and we'll come back with honest, plain-English ideas about whether this fits — and what it would take. No jargon. No pressure. No obligation.

No jargon, no obligation — just a conversation.