Guide the first contact
A clear intake reduces repeated questions and helps staff understand why the person is reaching out.
- English and Spanish guided questions
- Mobile, voice and messaging-ready flows
- Validation, correction and confirmation
- Structured summary for authorized staff
Preserve professional boundaries
The software organizes information while qualified staff retain legal and engagement decisions.
- No automated attorney-client relationship
- Visible limits and emergency alternatives
- Human review of generated summaries
- Purpose-specific contact and SMS consent
Connect with the firm’s operation
The intake can be designed around the actual staff handoff and existing tools.
- Routing by matter type or language
- Secure email, API or case-system handoff
- Duplicate and spam controls
- Reviewable audit events without excessive content