Question 1

Can the AI give legal advice or create exposure for the firm?

Accepted Answer

No. Every assistant is locked to a pre-approved response set and cannot interpret documents, predict outcomes, comment on capacity, or quote unapproved fees. Anything edging toward legal advice triggers a handoff to a person on the firm's team, and every exchange is transcribed into the matter record for the conflict check.

Question 2

Will it work with the tools we already use?

Accepted Answer

Yes. It writes into Clio, Lawmatics, Smokeball, MyCase, PracticePanther and similar practice management systems, plus your calendar and team chat, so qualified inquiries and booked consults appear where your team already works.

Question 3

How long does it take to go live?

Accepted Answer

Three weeks from kickoff: one week to blueprint and approve the rules in writing, two weeks to build and integrate. It then runs two weeks in shadow mode, drafting replies your team approves and sends, before it answers a caller directly.

Question 4

Who owns it, and what happens if I cancel?

Accepted Answer

You do. The configuration, conversation logs, and integrations live in systems you control. Engagements are month-to-month after the initial build, with full documentation handed over if you ever pause.

Question 5

Does this replace my intake coordinator?

Accepted Answer

No. It covers the hours nobody is staffed for and the mechanical part of intake: the 2am first reply, the facts, the asset minimum applied consistently. Anything requiring judgment escalates to a named person with a full transcript already written.