Your highest-value clients won’t talk to a recording.
Law firms, immigration practices and architecture studios. The agent takes the whole first call — who, against whom, and what it’s about — so the first conversation you have is already the substantive one.
Book my callThe billable hour and the phone want the same thing: to not be interrupted.
Answering costs you the concentration. Not answering costs you the client. That is the whole problem, and more discipline does not fix it.
- 08:00
In a hearing
She goes into a hearing at eight. She comes out at one with six missed calls, and one of them was the consultation worth having. She has no way of knowing which.
- Saturday
When people gather paperwork
A family assembles its residency file at the weekend, because on weekdays they work. They call on Saturday with questions about requirements. On Monday the firm does not win that call back — the firm that answered does.
- 9 of 12
The screening nobody wants to do
The studio gets twelve enquiries a month. Nine are forty-square-metre remodels that sit under the practice’s project minimum. Turning them down politely costs an architect’s afternoon.
The agent takes the whole first call, and hands it to you ready.
It does not have a view on the case. It takes down what you need in order to decide whether to take it, in the words you approved.
Intake with the parties written down
Name, opposing party, general matter, and the fee range you already publish. The opposing party is recorded so that you can run the conflict check before the first meeting — the agent writes it down, it does not clear it.
Requirements, not interpretations
It reads back the document list the firm approved, word for word, and sends the same list in writing. Any question about what it means for that case goes to the appointment.
Screens without being rude
It takes scope and budget, and turns down whoever is under the minimum politely, with a referral if you have one. You sit down with the three that fit.
What it doesn’t do — which in your practice matters more.
Professional privilege is not a configuration preference. The agent is built to stay away from it.
It doesn’t take down the substance
Contact details and the general matter. No facts, dates or case documents in the transcript. Anything that deserves detail waits until you hear it yourself.
It doesn’t read a migration status
It neither summarises nor infers one. It reads the approved requirements and books the appointment. Getting that wrong is not a service error, it is harm done to a family.
It doesn’t advise, and it says so
Legal, tax or immigration. It states the firm’s criteria and routes. It identifies itself as an AI assistant when it opens, and says the call may be recorded, on every call.
It doesn’t take card numbers
Never by voice. If the firm charges up front it sends your processor’s link, and its part ends there.
Frequently asked questions
Does it give legal or tax advice?
No, and that is not a limitation we are trying to remove. It states the firm’s published criteria and passes everything else to an appointment with you.
How does it handle conflicts of interest?
It records the parties involved before anything is scoped, so that you can check. It does not query any database and it never declares a matter clear — that call is yours.
And fees?
Only the table and the conditions you load. If a matter does not fit that table, it says so and books. It never improvises a number.
What is recorded, and who sees it?
The call and its transcript sit in your panel, with configurable retention and access limited to your firm. You can export all of it to CSV whenever you want, and you can ask for it to be deleted.
What if the client wants to speak to me right then?
It transfers according to the rules you set — to whom, in which hours, and in what order if there are several. Outside those hours it takes down the urgency and leaves it at the top of your list.
Does it work for a one-person practice?
That is where it shows most. A one-person practice is precisely the one that cannot answer the phone and be in a hearing at the same time.
Let’s write your first-call script.
Twenty minutes: you tell us how an enquiry reaches you today, what gets asked, and what never gets answered. The script comes out of that, and you approve it before it goes live.
Book my call