What the agent handles
- Screens enquiries by practice area
- Collects conflict check details
- Books initial consultations
- Takes file-specific messages
- Declines to give legal advice
Legal, finance and professional
AI voice agent for Law offices
Screens new client enquiries by practice area, collects conflict check details, books consultations, and keeps current clients connected to their lawyer's team.
CallerI was just served with papers and there's a deadline to respond. I don't know where to start.
CallerHi, I'm closing on a house next month and my agent said I need a lawyer.
CallerCan I talk to someone about my separation? I just have a few questions first.
Where calls go
IntakeFamily lawReal estateLitigationWills and estates
Warm transfer: When an existing client calls about a court date or a closing happening this week, the agent warm-transfers to the assistant on that lawyer's file.
What it books
Initial consultations and client meetings