New-client inquiries
People call the next firm when nobody answers. Your agent takes the matter type, the state and how to reach them.
New-client calls, answered while you’re in court.
Your agent answers when you’re with a client or in a hearing. It takes a brief intake, notes deadlines and court dates, and collects names for your conflict review. It never gives legal advice.
Morgan is on a callReyes & Clark Law · Illustrative call
Caller: I was just served with papers and I don’t know what to do.
Morgan: I’m sorry you’re dealing with that. I can’t give legal advice, but I can take a few details for the attorneys. Which state is this in?
Caller: California. It says I have thirty days.
Morgan: Thank you. I’ll flag the time sensitivity for the firm. I can’t guarantee a response before your deadline.
Calls you miss today
The calls a small firm can’t afford to miss
Deadlines and court dates
Someone just arrested or served with papers is flagged as time-sensitive, so the call reaches you first.
Current clients
Clients leave a message for their attorney. Your agent never discusses a client’s matter with anyone else who calls.
Practice-area questions
Which areas you handle and how consultations work, answered only from what you approve.
What you receive
A short intake, and a summary ready for review
The starting intake for law firms. It stays brief on purpose: detailed facts wait for your team.
Morgan asks
- In a few words, what type of matter would you like help with?
- Are you a current client of the firm?
- Which state is the matter in, so the firm can check whether it can help?
- Is there a deadline or court date coming up?
- For a new matter: the names of the other people or businesses involved, for the firm’s conflict review.
You receive, by email, SMS or Slack
- Matter type
- Served with a lawsuit
- State
- California
- Current client
- No
- Other parties
- Northgate Property LLC
Next step
Run a conflict check, then call back about a consultation.Ground rules
Ground rules it never breaks
Built into every law-office agent, so intake never turns into advice or a promise.
Never gives legal advice, says whether someone has a case, calculates a deadline or predicts an outcome.
Never says the firm has taken a matter or that a conflict check has passed.
Keeps intake to names and a brief matter type, not confidential facts or strategy.
Doesn’t promise privilege, or that an attorney will respond before a deadline.
Never quotes fees or promises a free consultation unless your approved information says so.
Never reveals a client’s matter or status to another caller.
Your tools
Designed to hand off to the tools you use
Integrations open one at a time, after each one passes our certification. None is promised for launch, and your agent works without them: summaries go to your email, SMS or Slack.
- Legal intake
Clio Grow Planned- CRM
HubSpot Salesforce Planned- Calendars
Google Calendar Microsoft Outlook Calendly Planned
FAQ
Questions law firms ask us
Does a call with the agent mean the firm represents the caller?
No. Your agent never says the firm has accepted a matter or that a conflict check passed. Your firm decides, and explains how it handles prospective-client information.
How does it help with conflict checks?
For a new matter, it asks for the names of the other people or businesses involved. Names only. Your team runs the check.
What if a current client calls?
Your agent takes a message for their attorney, and never shares a client’s matter or status with anyone else who calls.
Does it speak Spanish?
Yes. Your agent answers in Spanish when callers speak it, and your summaries stay in English.
Other businesses we serve
Stay in the hearing. Still get the call.
Join the early-access waitlist and tell us how your firm handles intake today.