Intake captured correctly. Legal advice never given.
The legal template asks the questions your intake specialist asks first, and is built to defer, not advise - every matter gets routed to a human with the right context attached.
A real conversation
I think I need a lawyer for a car accident that happened last week.
I'm sorry to hear that. To route this to the right attorney - is there a court date or filing deadline you're already aware of?
Not yet, no.
Understood. Have you worked with an attorney on this matter before? I'll pass this along for a callback.
Workflows that matter here
Matter-type intake
Captures what kind of matter this is and the basics, without ever characterizing the client's legal position.
Deadline triage
Asks about court dates or filing deadlines so urgent matters surface immediately.
Prior representation check
Establishes whether this is a new matter or continuing one, before a human ever picks up.
Guaranteed human handoff
Every legal-advice-adjacent question is escalated by design - this template has no 'answer' path for legal questions, only intake.
Qualifying questions the AI asks
- What type of matter is this?
- Is there a deadline or court date?
- Have you worked with an attorney on this before?
What to load into Knowledge
- Practice areas the firm handles
- Initial consultation format and whether it's free
- Office hours and how callbacks are typically scheduled
- Required intake documents, if any, before a consultation
Compliance notes for legal
- The agent tone for this template is explicit: professional and careful, and it never gives legal advice.
- This template is intake-only by design - it is not configured to answer substantive legal questions, only to capture information and route to a human.
- This describes product behavior, not legal advice about your firm's own intake or advertising obligations - confirm bar rules in your jurisdiction with counsel.
Legal FAQ
Will the AI ever answer a legal question?
No. The legal template is configured for intake only - it captures matter details and routes to a human, and does not attempt to answer substantive legal questions.
Can it tell if something is urgent?
Yes - one of the qualifying questions asks directly about deadlines or court dates, and urgency signals in the message can also trigger escalation.
Does it create a conflict check?
No - conflict checking is a firm process outside this product's scope today.
Where to go next
The features that matter here
What it costs
Start with the legal template.
Built for dental, med spa, home services, and the businesses that live on the phone.