Hot consultation calls
don't ring twice.
AI that picks up every consultation request, captures the matter, runs a conflict check, and books your partner — without giving advice it shouldn't. Built for the way professional services actually work.
24/7
Consultation calls answered
$0
Per-minute fees, ever
15 min
Setup to first live call
Real consultation calls
What does your caller actually need?
The AI adapts its intake questions to your practice area — and respects the line you can't cross.
Family law firm in Austin
"My spouse and I are separating and I need to talk to a lawyer about custody…"
CPA firm in Boston
"I just got a letter from the IRS and I need help fast — am I in trouble?"
Strategy consulting in Denver
"We were referred by a portfolio company — looking to scope a Q3 engagement…"
Built for the realities of professional practice
Conflict-aware intake, compliance guardrails, and partner-routing — without adding to your paralegal's plate.
Catch every consultation request
When someone calls a law firm or accounting practice, they're ready to hire — but they'll call the next firm on the list if you don't answer. AI books consultations 24/7 and never lets a hot lead slip.
Compliance-aware guardrails
The AI never gives legal, tax, or financial advice. Never comments on case outcomes. Never quotes hourly rates without confirming. These constraints are built into every professional-services account.
Conflict-check intake
Captures opposing-party names and matter type at intake. Flags potential conflicts before booking the consultation — saves the partner from declining a meeting after their morning is already wasted.
Client status updates
Existing clients calling to ask "what's happening with my case?" get routed to the handling attorney's paralegal — not stuck on hold or sent to voicemail.
Post-engagement reviews
After a matter closes, the AI sends a personalised review request — by SMS or email. Watch your Avvo, Google, or AVVO ratings climb without lifting a finger.
Monthly intake reports
See exactly how many calls handled, consultations booked, and which referral sources convert best — delivered as a clear PDF every month.
Stop losing consultations to voicemail.
14-day free trial. No setup fees. Cancel any time.
Start free trial → See pricingCommon questions from office managers
Will this give legal/tax/financial advice it shouldn't?
No. The AI is configured with profession-specific guardrails: it never gives legal advice, never comments on case outcomes, never quotes hourly rates without confirming. For anything substantive, the AI says "the attorney/CPA/advisor will go over that during the consultation" and routes the conversation to a real person.
How does conflict-checking work?
On new-client intake calls the AI captures opposing party names, matter type, and other key facts you configure. It flags potential conflicts before booking the consultation — so the partner doesn't waste a 30-minute meeting before realising they can't take the case.
Can it route different matter types to different attorneys?
Yes — Pro plans include staff-based scheduling. Family law inquiries route to your family law partner's calendar. Estate planning calls go to the estate attorney. The AI knows who handles what and books accordingly.
What about after-hours emergencies?
You configure escalation rules. Existing clients with an urgent matter (deadline, filing, court date) can be transferred immediately to the partner's cell. Press inquiries get routed only to the managing partner. Routine consultations roll into the next business day.
Does it integrate with our case management software?
Direct integrations with Clio, MyCase, and PracticePanther are on the roadmap. Today the AI captures intake details into your dashboard and syncs with Google Calendar — most firms run their PMS as a layer on top of that. Contact us to be in the early-access cohort for native integrations.
See it in action — in 15 minutes.
Sign up, point it at your firm, and have a live consultation-call test before your next meeting.
Start free trial →