For small law firms and solo practitioners
We build AI client-intake, compliance-aware qualification, and after-hours voice agents for law firms — qualified prospects on the partner's calendar, with hard rails so the agent routes and never advises.
What's leaking
Initial response time is a major conversion driver — especially in personal injury where the first firm to call back wins. Agents and front-desk staff can't cover 24/7.
Intake is highly repetitive: case type, jurisdiction, urgency, conflict check, statute timing — partners do this triage one prospect at a time.
Wrong-fit prospects eat partner billable hours that should be on paying clients. The right qualification gate would filter them earlier.
Compliance is a hard line: any inbound automation must route, never advise. One misstep and you have a problem. Off-the-shelf bots don't have those rails.
What we'd build for you
These are the patterns we'd typically build. The exact scope, toolchain, and integration depth come out of the audit — some practices need all three, some need only the first.
Picks up new-client inquiries from the website, email, and after-hours calls. Qualifies by case type (PI, immigration, family, estate, etc.), jurisdiction, urgency, and complexity. Hard-rail prompts and approved-language constraints keep it strictly to routing — no legal advice, ever.
Runs a basic conflict check against your client database, then books qualified intakes directly into the right partner's calendar with full context — case type, parties involved, urgency tier — so the partner walks into the consult prepared.
For practices where after-hours calls are clinically urgent (PI accidents, criminal matters), picks up in the firm's voice with appropriate triage and routing. Captures the time-sensitive details, escalates to on-call counsel where required.
What we've actually built
Custom AI intake and scheduling agent for an accounting practice — triages new-client inquiries by service type (tax/bookkeeping/advisory), qualifies complexity, and books discovery calls into the partner's calendar. Direct architectural parallel to legal intake by case type.
Outcome
Practice now responds to every inbound inquiry within minutes — day or night, weekends included — without adding headcount. Same operational pattern law firms need.
Compliance-aware lead qualifier for inbound prospect inquiries — routes only, never gives investment advice. Hard-rail prompts and approved-language constraints. Direct parallel to law-firm compliance requirements.
Outcome
Inbound prospect response time dropped from next-business-day to under 5 minutes, with zero compliance issues since launch.
We haven't built for a law firm yet. The TS CPA pattern (intake triage by service type, partner-hour leakage) and the Tessera pattern (compliance-aware routing without advising) translate almost 1:1 to legal intake. Yours would be the first direct law-firm build, scoped from a real audit.
What it costs
Builds start at $7,500.
Retainers start at $1,500/mo.
Final number quoted from the consultation.
Ready when you are
We'd run a 30-minute audit on your intake flow, conflict-check process, and after-hours coverage, write the engagement plan, and quote from there. The TS CPA and Tessera patterns translate almost 1:1.