Starts with a required disclaimer
Every conversation explains that the assistant cannot provide legal advice and that using it does not create an attorney-client relationship.
AI intake
AI intake assistant for law firms with legal guardrails
Help visitors request consultations, collect contact details, route context into CRM, and keep every conversation inside safe boundaries.
At a glance
What the assistant is allowed to do
The assistant can discuss the firm's process, collect general information, ask approved intake questions, and help request a consultation. It cannot give legal advice or evaluate a visitor's case.
- Firm-process answers only
- No merits evaluation
- Lead creation with consent
- Booking support
Creates useful CRM context
When the visitor provides contact information and consent, the transcript and summary can become part of the lead record.
Routes to booking when available
If appointment types and availability are configured, the assistant can guide the visitor toward requesting a consultation time.
Questions
Common questions
Can it answer general legal questions?
No. It can explain the firm's process and collect information, but legal advice stays with the attorney.
Can it access another firm's information?
No. The assistant only uses information available in your firm's account for the current workflow.