AI intake with legal guardrails
AI Intake Assistant that helps visitors request consultations
The assistant can answer firm-process questions, collect lead information, ask firm-approved intake questions, create CRM leads, and offer booking times while clearly refusing legal advice.
What lawyers feel in the product
Clear daily actions, not another pile of disconnected tools
Legal Growth OS is not full matter management. It is the growth layer that helps the firm get found, capture consultation requests, follow up, and improve the public site.
Website and template control
Choose a law-firm-specific design, update the firm profile, manage services, attorneys, blog articles, landing pages, media, and calls to action from the dashboard.
Booking, intake, and CRM together
Appointment requests, intake answers, source data, notes, tasks, and follow-up history stay connected so staff can see the next appropriate action.
AI drafts with attorney approval
AI can help prepare blog, FAQ, meta, landing page, image, and refresh drafts, but legal content stays in review until the attorney approves it.
SEO, AI-search, and conversion worklists
Partner audits turn technical checks, competitor page links, Search Console or PageSpeed data, and booking behavior into practical improvement recommendations.
What it does
AI can help book for you, but it cannot practice law
Every intake chat begins with the required disclaimer and stays focused on collecting information for the firm. It cannot evaluate case merits, say the visitor has a case, guarantee outcomes, or discuss exact legal strategy.
Required opening disclaimer
I can collect information for the law firm and help you request a consultation. I cannot provide legal advice, and using this assistant does not create an attorney-client relationship.
Firm information answers
The assistant can explain practice areas, office information, consultation process, and what the visitor can expect next.
Lead collection
It can collect name, email, phone, practice area, source page, consent timestamp, transcript, and intake answers where legally acceptable.
Booking path
When appointment types and availability exist, the assistant can offer consultation times and create appointment requests.
Safe handoff
The CRM stores transcript and AI summary so the firm can review before responding with legal advice.
Workflow
From visitor question to booked consultation request
Disclose
The assistant starts with the no-legal-advice and no-attorney-client-relationship disclaimer.
Collect
It gathers contact details and firm-approved intake context without evaluating merits.
Route
It creates a lead, offers booking where available, and sends the firm the transcript and summary.
Legal safety
Built around attorney control
AI content remains in a draft and attorney-review workflow. The intake assistant collects information and can help with booking, but it cannot give legal advice or evaluate case merits.
Draft -> Attorney Review -> Approved -> Published
Practical recommendations, attorney-controlled publishing
No fake attorney images, awards, or results
Tenant-filtered data access
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