Is this compatible with confidentiality and privilege?
Yes, by design. The agent handles intake logistics: matter type, contact details, scheduling and basic conflict information. It gives no legal advice, and everything it captures lives in systems your firm controls. We put the data-flow design in writing before launch.
Will it give callers legal advice?
Never. It screens, schedules and reassures. Anything substantive is captured as context and routed to the right attorney, which is exactly what a great human receptionist would do.
Does it integrate with Clio or our practice management system?
We build on your existing stack: Clio, MyCase, PracticePanther or plain calendars and email. Consults, contacts and intake summaries land where your staff already works.
Can it screen out the callers we can't help?
Yes, with your intake criteria: practice areas, jurisdictions, conflicts and case-value thresholds. Your attorneys spend consult time on signable matters, and everyone else gets a graceful, reputation-safe referral.
What happens with an urgent matter at 9 PM?
Your escalation rules run: urgent flags, an attorney page, a promised callback window, and a caller who's been told exactly what happens next. Urgency handled well is often why they sign with you.
What does it cost, and why not a cheap answering service?
$750/mo flat. Answering services take messages by the minute; this screens matters, books consults, chases engagement letters and reports your intake funnel. It's an intake system, not a message pad.
How fast can the firm go live?
About two weeks: intake questions, practice areas, attorney calendars and escalation rules configured, then tested with your office before it takes a live call.
Who owns the system and the client data?
The firm does, entirely: the number, the workflows, every intake record. If we ever part ways, it all stays with you, still running. Your client relationships never live on someone else's ledger.
