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Law firms

Intake done before the consultation

AI answers, screens, books the consultation and prepares the intake, with deadlines flagged.

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Explore the workflows
Receptionist with a headset answering a call in a glass office
Intake, answered

Connected workflows, built around your team and the tools you use.

Less routine work.
More time for your team.

Start with the work that slows your team down. Add other workflows as your operation needs them.

Phone

Answers, screens by practice area, collects the intake, schedules the consultation, escalates emergencies to an attorney.

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Email inbox

Sorts inquiries, court notices and client mail, drafts replies for attorney review, files by matter.

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Documents

Reads intake forms, IDs and contracts into the matter, flags missing signatures and deadlines.

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Website chat

Screens visitors and books consultations without a phone call.

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Back office

Sends engagement letters, reminders and invoices, chases retainers.

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Booking

Consultations booked online by practice area and attorney, with intake questions collected at booking.

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Monitoring

Watches upcoming deadlines, unanswered client emails and unpaid invoices.

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From the first request to the last update

A day at your
connected desk.

Illustrative examples. Actions depend on connected systems and the rules you approve.

  1. Caller with a car accident case. Screened, intake collected, consultation booked Wednesday 3:00.

  2. Court notice by email. Deadline added to the calendar, attorney notified.

  3. Signed retainer received. Filed under the matter, invoice for the retainer sent.

  4. Existing client called after hours. Message taken, marked not urgent, attorney sees it at 8:00.

Connected to your operation

Your tools.
Working together.

  • Practice management (Clio, MyCase, PracticePanther)
  • Intake questionnaires and retainer agreements
  • Court and deadline calendars
  • Document folders per matter
  • Billing and trust accounting

Connections depend on official integrations, supported access and the notifications your tools provide.

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Your team stays in control

Set the rules.
Keep the final say.

  • Choose which actions need approval before they run.
  • Route urgent requests to the right person on your team.
  • Send uncertain answers to a person for review.
  • Review and adjust the workflow with your team.
How setup works

Before you connect your desk

Short answers. Anything else, ask on the contact page and a person replies in a day.

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Does it give legal advice?

Never. It collects facts, schedules and answers questions about your firm. Anything legal goes to an attorney.

How does it handle conflicts?

It collects the parties' names at intake and flags matches against your existing list for a human check.

Built around your operation

What is slowing
your team down?

Tell us about your tools, your busiest hours and the work you want off your desk.

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