Law & accounting firms
Every inquiry, answered well.
People reach out to a lawyer or an accountant when something is weighing on them, often after hours. We make sure they hear back, share the right details and land on your calendar.
Where clients slip away
Inquiries don't wait for Monday.
When someone needs help, they keep searching until a firm gets back to them.
Calls during court or meetings
A voicemail at 2 PM means a callback tomorrow, and they may have found another firm by then.
After-hours inquiries
Web forms submitted at night sit untouched until someone checks the inbox in the morning.
Intake that misses details
Without the names of other parties, the conflict check stalls and the consultation gets pushed back.
Back-and-forth to book
Several emails to find a consultation time, while the prospect's urgency fades.
Sensitive files by email
Clients send tax documents and contracts as attachments because the portal is hard to find.
Reviews nobody asks for
Satisfied clients rarely think to leave a review unless asked, where your rules allow it.
Conflict-check-friendly intake
Collect the details. Leave the advice to you.
Intake gathers what your team needs to run a conflict check and prepare for the consultation, and nothing that should wait until you're engaged.
What intake collects
Just enough to get started.
- Name and contact details
- Names of the other people or companies involved, for your conflict check
- The type of matter and the state it's in
- Key dates they already know about, like a deadline or hearing
- How they found you, and a preferred consultation time
What it leaves to your team
Anything that needs a professional.
- Legal or tax advice of any kind
- Opinions on whether they have a case or what they owe
- Promises about outcomes, fees or timelines
- The full story before conflicts are cleared
- Telling anyone they're now a client
Guardrails
The AI never gives legal or tax advice.
It answers questions about your firm, not about their situation. When a question needs a lawyer or an accountant, it books a consultation or hands off to your team.
Your disclaimers, every time
Chat and forms show your firm's own disclaimer, such as a note that reaching out doesn't create an attorney-client relationship.
Urgent matters go to a person
You decide what counts as urgent, like a hearing this week, and your team is alerted right away.
Documents go to your portal
Clients are pointed to your secure client portal for files, instead of sending them through chat or email.
Attorney advertising rules vary by state, including how reviews, testimonials and past results can be used. Your firm reviews its own website, ads and marketing copy before anything goes live. Nothing here is legal advice.
Example
A contract question at 8:30 PM.
- 01
A business owner reaches out
They message your firm's website about a contract dispute with a supplier.
- 02
Intake, not advice
The assistant collects the parties' names, the state and key dates, and says plainly that it can't give legal advice.
- 03
A consultation is requested
They choose a consultation time from your calendar, pending your conflict check.
- 04
Your team takes it from there
In the morning, your staff runs the conflict check and an attorney confirms the consultation.
Checklist
What a great law or accounting firm website needs.
Practice area pages
A clear page for each practice area or service, written for clients rather than other professionals.
Consultation booking
A way to request or book a consultation, with what to expect and any fee stated clearly.
Short, careful intake
Questions that support a conflict check without asking for the whole story.
Attorney and staff profiles
Real bios, bar admissions or CPA licenses, and languages spoken.
Disclaimers where they belong
Your firm's disclaimers on forms, chat and any page that needs them.
A secure way to send documents
An easy-to-find link to your client portal, so sensitive files don't travel by email.
Tap-to-call and office details
Phone, hours, locations and parking, on every page.
Busy-season details, for accountants
Tax-season hours, a document checklist and deadline reminders clients can find.
Questions
What attorneys and accountants ask us.
Will the AI give legal or tax advice?
Never. It answers questions about your firm, like practice areas, hours, locations and how consultations work, and it collects intake details. Anything about a person's own situation goes to a consultation or to your team.
Does contacting us through the chat create an attorney-client relationship?
That's for your firm to define, not us. We show your firm's own disclaimer on the chat and intake forms, and the assistant never tells anyone they're a client.
How does intake support our conflict checks?
Intake asks for the names of the other people or companies involved, the type of matter and key dates, then sends them to your team. It asks for a short description, not the whole story, so your team can clear conflicts before learning more.
Can intake connect to our practice management software?
Often, yes. We connect to your practice management, CRM or calendar tool where it allows it, and confirm what connects before any work starts.
Can we ask clients for reviews?
Many firms can, but the rules on reviews and testimonials in attorney advertising vary by state. We set up review requests the way your firm approves, and your firm reviews its own marketing copy.
Does this work for accounting and tax firms?
Yes. For accounting firms we focus on consultation booking, busy-season inquiries, pointing clients to your secure portal for documents, and reminders about the deadlines you set. The AI never gives tax advice.
Related
How does your firm handle the first inquiry?
Grade your firm's website free in about 30 seconds. See where inquiries slip away, with an instant estimate for the fixes.
Or talk to us