Legal AI Receptionist, AI-powered intake, outbound call handling, automated SMS & email follow-up, conflict screening, and secure document organization — works alongside Clio, LEAP, Smokeball and leading Canadian legal practice management platforms.
Qualify Clients Before They Reach You. Document & Follow-Up Automation.
Canadian-Based & AWS Hosted. Law firm controlled AI agents. PIPEDA Compliant.
24/7 AI Legal Workforce | Intake, conflict checks & document automation.
AI agents answer calls, qualify clients, collect case details, and organize documents automatically — so your firm can focus on winning cases.
We are not a case management platform. We are the AI intake and automation layer that sits in front of your practice — answering phone calls and website chats 24/7, collecting structured case information, screening for conflicts, and routing qualified matters to the right person before anyone on your team lifts a finger.
Any call can be transferred to a live lawyer or staff member instantly. The AI knows when to step back and hand off — based on urgency, practice area, or your firm's rules. You are always in control.
Call clients and prospective clients from the CRM using your firm’s number. While they talk, Live Coach shows the words to say next, drawn from your practice areas, intake process and FAQs. When the call ends, the notes and follow-ups are already written.
Click to call from any page in the CRM using your firm’s business number. Every call is recorded on both sides and transcribed live, with your words and the caller’s kept separate.
When the caller asks a question or raises a concern, the words to say next appear in about 2 seconds, from your own services, process and FAQs. If they mention a competitor or a claim to check, it researches the web live and adds an answer with sources.
Turn on “I’m ready to accept calls” and calls to your AI number ring on any page during business hours. Answer or Ignore. Ignored or unanswered calls go straight to your AI receptionist, so no call is missed.
Fill a short brief or let it research their website. You get an opening line, discovery questions, objections with ready answers and a close. Expected objections show the moment the caller says them.
“Wrongful dismissal is part of our employment law practice. I will explain our consultation and the fee before you book. First, when did your employment end?”
“Do you handle wrongful dismissal, and what does a consultation cost?”
The call rings in your browser while you work in the CRM. Live Coach answers from your employment law page and consultation process. After the call, the summary lists the follow-ups (conflict check, confirm the consultation) and a follow-up email draft is ready to send.
“Hi, it is the lawyer returning your call about the lease dispute.”
Fill a short brief before you dial: the matter, the goal of the call, the client’s concerns. The call plan reminds you of the facts, the questions to ask and the next step, so you do not have to dig through notes mid-call.
“Another firm quoted me less.”
Live Coach suggests how to talk about value using your own descriptions of what is included and how you work, without inventing numbers. After the call, coaching quotes what you said and offers better wording for next time.
Every call is saved in Call Leads with the recording and transcript, plus:
Call ListsUpload a CSV of prospects, get a plan per prospect and dial through the list.
Saved call scriptsKeep the scripts that work and reuse them across the team.
Sales ScorecardPer person: connect rate, talk vs listen, goals reached, objections handled.
We will show the dialer live in your custom trial demo.
Send clients a secure portal link — they upload identification, signed retainer agreements, medical records, police reports, correspondence, and any supporting documents from any device, no app required. The AI automatically categorizes each file, generates a structured intake summary, and flags missing documents before your first consultation.
You open the matter and find an organized, AI-reviewed file — not a stack of emails and attachments to sort through.
Matters rarely involve just one party. Invite co-counsel, insurance adjusters, paralegals, expert witnesses, barristers, or financial advisors into a controlled collaboration space. Each invitee gets a role-specific view — they see only the folders and documents you choose to share. Nothing more.
Every action inside the vault is logged: who accessed what, when, from which device, what they downloaded. A complete, timestamped audit trail — built for Law Society compliance and professional accountability without extra administrative work.
When a prospective client qualifies through intake, the AI checks your live calendar and books the consultation directly inside the conversation — no back-and-forth, no phone tag. Automated reminders, confirmation emails, and pre-appointment follow-up calls ensure your show rate stays high without any manual effort from your team.
Import your existing contacts from Clio, Smokeball, or MyCase and the AI activates your dormant pipeline — re-engaging leads who never converted, past inquiries that went cold, or referrals that were never followed up. Export back out at any time. We are the intake and automation layer that feeds your legal software — not a replacement for it.
Every firm gets a professionally built website with practice area landing pages designed to convert visitors into consultations. Each page connects directly to your AI receptionist, chat widget, and intake flow — so leads captured from Google Ads, organic search, or referral links go straight into your qualified pipeline, not into a contact form that nobody checks.
Add the AI chat widget to as many pages as you need. Customize the intake questions, tone, and escalation rules per practice area. Your website, your brand, your rules — powered by the same AI infrastructure.
Your legal software manages the case once it's retained. We manage everything before that moment — the intake call, the document collection, the conflict check, the follow-up sequence, the booking, and the organized matter profile that lands in Clio ready to act on. No duplication. No migration. Your existing workflow, with a professional intake engine in front of it.
We onboard a select number of firms each quarter. Personalized setup, Law Society compliance review, and direct access to our implementation team from day one.
Free 30-minute consultation. No commitment required.
