Qualify and intake clients, without unauthorized advice.
A grounded assistant for firms that answers from your published material, screens matters, captures intake through structured forms, and books time with the right professional.
What it does for Legal & Professional Services
One grounded assistant, working across your channels, that answers accurately and hands off to a person the moment it should.
Practice-area Q&A
Explain services, process and fees from your published content, with a clear line: information, not legal advice.
Matter screening
Ask qualifying questions to route or decline a matter before it reaches an attorney.
Structured intake
Capture parties, dates and details through validated forms, filed as a matter ticket.
Consult scheduling
Turn a qualified enquiry into a booked consultation and a captured lead.
Ask it the things your customers actually ask
It answers only from the knowledge you approve. When a topic isn't covered, it says so and offers a human, it never invents.
Live in a day, not a quarter
Load firm content
Practice descriptions, FAQs and fee guides become approved knowledge.
Set the guardrails
The persona keeps it to information; grounding stops invented claims.
Intake & book
Screen the matter, collect details, and hand off to the right professional.
The platform behind the assistant
Responds only from your approved knowledge.
Agents take over any chat, with full context.
Typed intake filed to the right place.
Public, private per-user, or shared access code.
No-code embed or build your own surface.
Volume, outcomes and full conversation replay.