Practice-area routing
Identify the broad area of help requested and route the inquiry to the appropriate team, without assessing the merits of a legal matter.

Organize consultation requests and route inquiries by practice area, giving your team room for the matters that need their attention.
Let’s find your agentFrom a new inquiry to a returning customer, shape each conversation around the way your attorneys team works.
Identify the broad area of help requested and route the inquiry to the appropriate team, without assessing the merits of a legal matter.
Collect contact details and a brief non-confidential reason for the meeting. Engagement and conflict checks happen through your firm's own process.
Separate corporate and contract-related consultations from other practice areas, helping your team begin with a focused administrative brief.
Record a callback request for the assigned lawyer. Confidential case details, documents and legal strategy stay outside general intake.
Share approved office information and consultation procedures. Fees or engagement conditions are only repeated when the firm has authorized them.
Follow the handoff instructions your firm defines. The agent never calculates legal deadlines or implies that a matter can safely wait.
Collect a high-level reason for contact and callback details using your firm’s approved intake rules. Conflict checks and engagement decisions remain firmly with your legal team.
Meet your AI receptionistAI Chat Agent · Online
Listen to a fictional attorneys conversation, with the request and next step kept clear.
AgentThanks for calling our attorneys team. I'm your virtual assistant. How can I help today?
CallerI’m looking to speak with someone about a business contract.
AgentI can arrange a consultation request. Please share your contact details and a brief, non-confidential description of the help you’re looking for.
CallerAn introductory consultation would help. I'll share the documents through your firm's process.
AgentThank you. I can pass your request to the team. What name and preferred contact details should I include?
CallerMy name is Alex. Please ask the team to call me back at this number.
AgentOf course, Alex. I have noted your request and callback preference. The team will review the details and confirm the next step.
A useful handoff starts with the questions you approve, not a one-size-fits-all script.
Offer your approved booking route, arrange a callback or direct the person to your secure process. Appointments are only confirmed when your connected availability and permissions allow it.
A minimal consultation request for the relevant legal team. Conflict checking, confidentiality, deadlines and engagement decisions remain under your firm's control.
Your agent gives no legal advice and creates no attorney-client relationship. It does not assess deadlines or case merits. Confidential materials and conflict checks use your firm’s approved process.
Start where your attorneys team needs support. Add booking and follow-up workflows as your setup allows.
Answer the call. Capture the details. Keep it human.
Explore productTurn a good conversation into a clear appointment.
Explore productA thoughtful next step for every promising inquiry.
Explore productAnswer website questions. Capture leads. Keep it personal.
Explore productChoose the coverage that fits your team.
Compare plansWe shape the agent around your services, language and team, then review the details together before launch.
See how setup worksReview the service list, hours, approved prices and the questions the agent should ask. Decide what should never be collected or answered.
Review your phone, website and scheduling tools. Agree on supported connections, verification steps and what requires a person's approval.
Walk through common attorneys inquiries, tricky questions and handoffs together. Adjust the wording and rules before the agent goes live.
The practical details behind a better first response.
Talk through your needsNo. General intake is not legal advice or engagement. Your firm's approved notices, conflict process and engagement decisions govern what happens next.
Only at the high level your firm approves. It should avoid confidential detail and direct sensitive materials to your authorized intake process.
No. Legal deadlines, case merits and advice remain with qualified lawyers. Time-sensitive requests follow your approved handoff rules.
Yes. Your phone and chat agents can be shaped around the same approved attorneys services and boundaries, with channel-appropriate wording. Website chat availability depends on your selected plan or add-on.
It should say so and follow the callback or escalation path you approve. Your team decides who receives the inquiry, what context is included and how sensitive information is handled. It does not make up an answer.
Let’s find the right agent for your team.
Meet your new agent