You will have to satisfy yourself that this is allowed before you decide whether it is good. These are the questions that come up, answered plainly. None of it is legal advice — check every line against your own state's rules.
Does it give legal advice?
No, and it is built so that it cannot drift into it. The agent never says whether a caller has a case, what it might be worth, whether a deadline has passed, whether an offer is fair, or what they should do. Asked any of those, it says the attorney will go through it and carries on taking the details. The exact instruction sheet behind that is summarised on the product page.
Is it soliciting on my behalf?
It never places an outbound call to originate a lead or reach anyone who has not already dialled your number. It transfers an urgent case to your own line during the same call, on your own transfer rules, and it emails you afterward — neither one reaches a caller or a prospective client who did not call you first.
Does the caller know they are talking to a machine?
Every call opens with a fixed disclosure that says so and says the call is recorded — the same words every time, not composed on the call. The exact words are printed on the product page so your review takes a minute rather than a meeting. A caller can talk over it, as on any phone call, and it is not started again; after each call we check the transcript for it and show the result on the call’s page.
Who can hear the recording?
You, behind your own sign-in — and the few of our people who need to, to fix a problem or, from October 7, 2026, to check and improve how the agent handles calls, as our data processing addendum sets out. Recordings and transcripts are never attached to an email or linked from one. The trust page says what is kept, what is removed on a fixed schedule, and who processes it.
What about conflicts?
If you connect Clio, the agent checks the names it has taken against your existing contacts and matters during the call. When Clio marks the other party as your client, they are the client on a matching matter, or they are an earlier caller whose details Intake Gateway sent to your Clio in the last 13 months, it stops there: no further questions, nothing booked, just a callback number, and the caller is never told the result. Any other match on the other party is flagged for you and the intake carries on. A conflict is a decision for a lawyer, not the agent, so it never declines anyone; it flags the match for you and moves on.
And the fee — how is it structured?
One flat $149 a month. It does not change with how many callers there are, how many become clients, or what any of those matters is worth. There is no per-lead price, no per-signed-case price, no percentage, and nothing that rises when your intake goes well. You are buying software by the month, the way you buy your practice-management system.
ABA Formal Opinion 512 beside what the product does, rule by rule