Intake is the first place a firm creates risk.
A new caller wants to tell somebody everything, immediately. Whoever picks up either takes substantive detail before a conflict check has run, or gives an opinion nobody meant to give. Both happen because the phone rang at a bad moment, and both are avoidable with an intake step that is incapable of doing either.
The calls this is about
A first call that starts with the whole story before anyone has run a check
Somebody asking what their case is worth
A caller wanting to know the retainer before they will book
An existing client with an urgent question, waiting behind three enquiries
None of these show up in a report. That is what makes them expensive.
What it will not do
The questions it refuses to answer.
Every assistant is described as careful. Here is the actual list for a law firm, because the rules are written into the code rather than asked for politely in a prompt, so publishing them costs us nothing.
“Do I have a case here?”
Hard stop. No legal advice, no opinion, and no prediction about how a matter might turn out, in any form. It says plainly that this needs a lawyer and routes them.
“What is the retainer going to be?”
Not answered. No fee quotes, no retainer amounts, and no statement about whether the firm will take the case on.
“Let me tell you about the other party.”
Anything touching a conflict check routes to a person before substantive detail is taken. The agent captures who they are and what area it concerns, not the facts of the matter.
Every refusal ends the same way: it says plainly that it needs a person, and puts them through. It does not hedge, soften, or answer most of the question and stop.
Where we would start
With Communications.
Intake is where the risk and the revenue both are. An intake step that cannot give advice or quote a fee removes a category of problem rather than managing it.
Applications
What the agents do for a law firm.
Specific work, not capabilities. These are the jobs the departments take on once they are running.
Communications
Intake that stops at the conflict check
Name, contact, practice area, and how they were referred. Enough to run a check and call them back properly, and deliberately not enough to create a problem before one has run.
Communications
Existing clients routed ahead of enquiries
A current client with an urgent question is classified as such and goes to a person first, rather than queueing behind three people who found you on Google.
Sales
Consultations that were booked and never confirmed
Reminders and confirmations in the firm's name, so a booked consultation is a kept one. Nothing is sent to somebody without a recorded basis for contacting them.
Content and visibility
Answering the questions people search before they call
Written to be genuinely useful and reviewed by a person at the firm before anything is published, because content in a regulated field that nobody checked is a liability rather than marketing.
Not a law firm?
We build custom agents and custom solutions.
These pages exist because we launched into these trades first, not because the work only fits them. Most of what we build is shaped around one business rather than picked off a list.
A custom engagement starts the same way: we learn how your business actually works, write down the facts an agent is allowed to state, and decide what it must refuse. That last part is the work. Every industry has questions where a confident wrong answer costs more than no answer at all, and finding yours is the first thing we do.
Custom websites, custom agents, custom integrations into whatever you already run. If your business is not on this site, that is not a no. It is a conversation.
Tell us what you runWhat it costs
Published, not quoted.
This is the usual shape for a law firm. Your own numbers come from the call, but they start here rather than somewhere you cannot see.
| Line | Setup | Monthly |
|---|---|---|
| Custom website | $3,750 | $350 |
| Communications, attached | $1,200 | $450 |
| Site Care | included | included |
| Lead Ledger and monthly report | included | included |
| Total | $4,950 | $800 |
Plus your own call minutes, billed to your card by the phone provider rather than through us.
What people ask.
- Is this giving legal advice?
- No, and it is built so it cannot. Legal advice, opinions and predictions about outcomes are a hard stop written into the agent and asserted by its test suite before it goes live. It takes contact details and a practice area, and hands over.
- What about privilege and confidentiality?
- The agent is built to take as little substantive detail as possible, and to route anything touching a conflict check to a person first. It is an intake step, not a place to describe a matter. If your firm needs stricter handling than that, bring it to the call and we will tell you plainly whether we can meet it.
- Will it tell people we are taking their case?
- Never. Whether the firm takes a matter on is not something the assistant can say, in either direction.
- Can it screen out the cases we do not want?
- It can classify by practice area and capture what you need to decide, which is different from deciding. The decision stays with the firm, because an assistant declining a matter is an assistant making a call it has no business making.
Thirty minutes, and we tell you which one to fix first.
It is usually not the expensive one. If nothing we do would help your law firm, we would rather say so on the call than build you something that does not.