After-hours intake
A website and phone assistant that collects matter details at night and books a consultation for the morning, with no legal advice given.
AI assistants that give your staff hours back
We set up AI tools that answer common questions, book appointments, sort your inbox and draft documents, with a person approving anything that matters.
What we offer
Choose the scope that fits.
Every project is quoted at a fixed price after a free fit call, so you know the cost before work begins.
3 to 5 business days
AI starter setup
A business AI tool set up in your account and matched to your email system, privacy settings checked, a prompt library for your own tasks, and a 90-minute staff training.
1 to 2 weeks
Email assistant
Sorts the inbox, drafts replies from approved answers and flags urgent messages. A person approves every send.
1 to 2 weeks
Website and booking assistant
Website chat that answers questions from approved content, collects lead details and books appointments into your calendar.
1 to 3 weeks
Phone receptionist
Answers after-hours or overflow calls, handles common questions, books appointments and takes messages.
1 to 2 weeks
Research and document assistant
A workspace loaded with your own documents and templates that drafts proposals, letters, summaries and research briefs for staff to review.
1 to 3 weeks
Workflow automation
Connects forms, calendar, email, CRM and spreadsheets, with AI steps that summarize, sort, draft and remind.
What's possible
Practical AI that saves real hours.
No hype. Each assistant handles a specific, repetitive part of your week, works only from information you approve, and hands anything important to a person.
Answers from your content
Questions answered from your own FAQs, services and policies, not the open internet.
Books appointments
Checks your calendar, offers times and confirms the booking.
Inbox triage
Sorts incoming email by urgency and type, and flags what needs a person today.
Drafts from templates
Letters, proposals and summaries drafted in your firm's voice for staff to review.
After-hours calls
Answers overflow and after-hours calls, takes messages and books callbacks.
Lead capture
Collects the details your team needs and sends them to your CRM or inbox.
Meeting summaries
Turns call notes into clear summaries and follow-up task lists.
English and Spanish
Responds in the language your client writes or speaks.
Human handoff
Knows its limits and passes anything sensitive or unusual to your staff.
What it can look like
Examples for firms like yours.
Illustrations of what we build for each kind of practice. See full concept sites in our Showcase.
Renewal season helper
An email assistant that drafts renewal reminders and answers routine plan questions for a broker to approve.
Front desk relief
A phone assistant that books visits and takes refill requests, so staff can focus on patients in the office.
How it works
From first call to launch.
- 01
Map the tasks
We find the repetitive work that eats your team's time, and pick the best place to start.
- 02
Configure
The assistant is set up on your approved content, tone and rules.
- 03
Test
We test it against real questions from your office before anyone outside sees it.
- 04
Launch and tune
Live with clear AI disclosure, then adjusted based on real conversations.
Included
What every project includes.
- Answers drawn only from content you approve
- Clear disclosure that people are talking to an AI
- A person in the loop for anything sent, signed or decided
- Privacy and data settings reviewed before launch
- An optional AI care plan for monthly tuning and fixes
A good fit if
Sound familiar?
- Your team answers the same questions every day
- Calls and inquiries go unanswered after hours
- Staff spend hours drafting routine letters and summaries
Questions
Common questions.
Will the assistant make things up?
We limit each assistant to approved information, test it against real questions, and route anything it can't answer to a person.
Is it safe for client information?
We review data and privacy settings for every tool before launch, and keep sensitive steps with your staff.
Can I try one first?
Yes. The chat assistant on this site is one of ours. Open it from the button in the corner.
Does it replace my staff?
No. It takes the repetitive questions and drafting off their plate, so they can spend more time with clients.
Which AI tools do you use?
We choose reputable, business-grade tools that suit your needs and privacy requirements, and set them up in your firm's own accounts.