Check the AI’s work: each intake email gives its summary and what the caller told it, and the call’s recording and full transcript are in your dashboard. AI intake and the ethics rules
Call the number we give you from your own phone and hear the agent take an intake — up to 15 minutes of test calls, before you add a card. First month free: a 30-day free trial, every answered call included, one trial per firm. Card on file, nothing charged before day 31. No setup fee. Month to month. US firms, calls in English and — if you switch it on — Spanish.
Start with nights and weekends. Forward your line only after hours, only the calls you don’t answer, or every call — a choice you make with your phone carrier or phone system, not a setting here, and can change at any time.
Hear our agent take an intake on the demo line, 75 seconds
Recorded on our demo line: our AI agent answering an automated test caller who plays an invented person. It starts after the opening disclosure every call begins with.
From the recording:
Caller (invented)
I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent
That would worry anyone. Were you hurt in the crash?
Caller (invented)
Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Read the whole recording (machine transcript, unedited)
Caller (invented): I was rear-ended Tuesday while stopped at a red light on Park Street in Madison. The insurance adjuster called this morning asking for a recorded statement and quick settlement, and that worries me.
Agent: That would worry anyone. Were you hurt in the crash?
Caller (invented): Yes. I went to the ER that night; they said it was soft tissue, but my neck still hurts and I can’t turn my head properly.
Agent: And are you working with another attorney on this already?
Caller (invented): No, I haven’t talked to any lawyer yet.
Agent: Thank you for telling me that -- I'm going to take this down for the office. Before we get into the details, I need to take a couple of names for our records. Can I start with your full name?
Caller (invented): Dana Whitfield.
Agent: Dana Whitefield. And do you know the name of the other driver?
Caller (invented): It’s Dana Whitfield—W-h-i-t-f-i-e-l-d. The other driver was Ray Kessler.
Agent: Dana Whitfield, W-H-I-T-F-I-E-L-D, and the other driver, Ray Kessler. Is that right?
The New York rules a firm checks, and what the agent does.
New York is a one-party-consent state for recording calls (New York Penal Law §§ 250.00 and 250.05). A New York firm’s callers are not all calling from New York, and some states require every party’s consent, so the agent opens every call the same way: Every call opens with the same fixed disclosure, sent as the agent’s opening line: the caller is speaking with an AI assistant and not an attorney, the call is recorded and transcribed, staying on the line is consent, and anyone who would rather not be recorded can hang up (the exact words).
Forwarding only after hours is a choice you make with your phone carrier or phone system, not a setting here. You keep answering in the day and your agent takes nights and weekends.
On fees, the agent says only the exact sentence you write for it, and it never quotes a percentage or estimates what a case is worth. The agent never gives legal advice or predicts an outcome: that is a hard rule, not a setting.
A generic AI receptionist takes a message. This one runs your intake.
1
A callback promised, or a consultation booked or requested
Every routine caller is told the office will call them back, and gives the time that suits them. Connect a calendar and the agent books an ordinary case's consultation instead, from your real availability, while the caller is still on the phone, or requests one where your calendar asks you to confirm.
2
Real personal injury qualification
Any kind of injury, not just crashes: what happened and when, injuries and treatment, who is responsible, whether an adjuster has already called. Then the questions that only matter for what actually happened — a police report for a crash, how long the hazard had been there for a fall, who owns the dog, whether they still have the product. Asked as a conversation, not read as a form.
3
Urgent cases offered a live transfer
A fatality, anything involving a city or a public body, an adjuster pushing for a recorded statement, evidence about to disappear: the agent recognizes the signs and offers to put the caller through to you live, in the hours you allow transfers. When it is unsure, it offers the transfer.
One plan, $149 a month, every answered call included. Fair use is a guide of up to 100 answered calls a month for one firm’s own line, not a cap: nothing meters your calls or cuts them off at that number. If you are consistently and substantially above it, we may get in touch to agree terms that fit that volume, and if we cannot agree any, the Terms of Service let either side end the plan.
Intake Gateway
$149 / month
Every answered call included — nothing is metered or billed per call
24/7 intake in English, and in Spanish if you switch it on
Urgent cases are offered a live transfer in your hours; others get a callback, or a booked or requested consultation for an ordinary case once a calendar is connected
An email with the summary and intake after every call except one we are confident is spam
Could the agent be practicing law with a New York caller?
Practicing law without a license is barred in New York under Judiciary Law §§ 478 and 484, a misdemeanor under § 485. The agent takes the intake down and leaves the law to your attorneys: asked a legal question, such as whether a caller has a case, it does not answer it, and says who will.
What has the New York State Bar Association said about AI?
The New York State Bar Association publishes guidance on lawyers’ use of generative AI; check its current version. Whether this product fits your duties under it is for you and your counsel.
New York needs only one party’s consent. Can I turn the disclosure off?
No. It isn’t customizable, on purpose: the same disclosure, worded the same way, for every firm and every state, written for all-party-consent recording states. Whether its wording meets your bar’s rules is for you to check.
Can a New York caller who speaks Spanish be taken at night?
Yes, at any hour, if you switch Spanish on. It is off until you do, and the setting asks you to turn it on only if someone at your firm can follow up with a Spanish-speaking client. There is no extra cost. Spanish intake for New York firms
What happens to a New York call that comes in at midnight?
The same as in the day. The agent answers and runs the intake; a routine caller is told the office will call them back and gives the time that suits them, or, with a calendar connected, an ordinary case’s consultation is booked or requested. The facts reach you by email after every call; only a call we are confident is spam gets none, and one we merely suspect arrives marked “Possibly spam”. A guide to after-hours intake