Legal and professional services
A serious inquiry should never end at voicemail. Intake that stays in bounds.
Prospective clients often call at a stressful moment and rarely tell the story the same way twice. The agent answers with patience, runs a consistent intake, recognizes urgency, schedules a consultation and passes the matter to your team with a written summary, without giving advice it is not authorized to give.
Why firms start here. Three things change.
Reachable when urgency peaks
Callers get a useful first response after hours, during court or while professionals are in meetings.
Consistent intake
Matter type, jurisdiction, parties, timing, conflict-check fields and the outcome the caller wants, captured in a repeatable order.
Professional time protected
Qualified staff join once the facts are organized and the consultation is ready to move forward.
A deadline on the first call. Flagged, not advised on.
The agent says plainly that it cannot give legal advice, captures what the intake team needs and passes the deadline on to them.
Example call, with sample data
Deadline passed on · jurisdiction captured · conflict-check details requested
Intake that listens carefully. And stays in bounds.
The agent can be empathetic without pretending to be a lawyer, accountant or advisor. It gathers facts, states approved information and moves the matter to the right person.
New-matter intake
Objective facts, contact details, jurisdiction, deadlines and adverse-party information, in your preferred order.
Consultation scheduling
Matches practice area, professional, urgency and availability from your connected calendar, then sends the confirmation and preparation details by WhatsApp.
Existing-client requests
Identifies the matter and the reason for the call, then passes the request to your team with a written summary.
Deadline and urgency
Your scripts say which time-sensitive cases go to your team straight away, and each message a caller leaves carries an urgency (low, normal or high) judged after the call. No legal or professional advice.
Professional boundaries in every call. Not just a disclaimer.
The knowledge, script, questions, escalation triggers and the tools the agent may use all work together to keep it within the administrative role you approve.
Security FAQ- No unauthorized adviceThe agent keeps factual intake and approved process information apart from legal, tax, accounting or other professional judgment.
- Conflict-check data captured firstNames, entities, opposing parties, jurisdictions and matter type can be collected before anything substantive is discussed.
- Summaries go only to your firmCase summaries are emailed to the addresses your firm sets with us. A caller cannot redirect them.
- You choose what is storedRecording and transcript storage are separate switches, recording links expire within minutes and any call can be deleted on request.
- Your servers, if you preferThe gateway can run on your own hardware, with no inbound ports open.
A complete intake in your firm's system. Less re-keying.
Our team connects your CRM, practice management system and calendars during the build. Your conflict and engagement process stays authoritative.
Webhooks
A signed event after every call with the call record, for your intake workflow. The outcome and summary are on the call once it is evaluated.
Read the guide → LiveCustom tools
An HTTPS endpoint the agent calls mid-conversation to create the intake record.
Read the guide → Livemonday.com
New inquiries land on your board with the caller's details and what they asked for.
See integrations →What professional firms ask.
Will the agent give legal or professional advice?
No, unless your firm has approved a specific informational response that is lawful and appropriate. The default role is administrative intake, approved process information, scheduling and routing.
Can it support conflict checks?
It can collect the names, entities, relationships, jurisdiction and matter type your process requires. Your conflict-check system and authorized staff still make the determination.
How does it handle a distressed caller?
Tone, pacing and escalation wording are tested on sensitive scenarios before launch, and the agent uses natural turn-taking that waits until the caller has finished. Your scripts say which threats, safety issues, deadlines or vulnerability go to your team straight away, and each message a caller leaves carries an urgency judged after the call.
Where does call data go?
Our carrier connects the call, an encrypted tunnel carries it to the gateway, and Google's voice model does the listening and speaking. After the call, a Google text model reads the transcript to judge the outcome, and a message the caller leaves is emailed to your team. Recordings and transcripts are stored with us by default, each behind its own switch, and the carrier keeps its own copy of a phone recording under its own terms. The gateway can run on your own servers, and a data processing addendum is available where your law requires one.
Explore another industry.
Make the first call worthy of the work that follows.
Bring your intake form and escalation rules. We'll turn them into a patient, disciplined conversation that helps the right matters move forward.