Question 1

How does the AI screen for conflicts of interest before the first consult?

Accepted Answer

On first touch we run the prospective client name + counterparties against the firm’s existing matter and party database and surface any hit to the assigned attorney as an explicit flag — not buried in a transcript. If the screen is clean the lead moves forward; if it isn’t a licensed attorney makes the call before any calendly slot is offered.

Question 2

How do you decide between a retainer meeting and a paid consult?

Accepted Answer

The intake branches matter type and stage against your firm’s own routing rules — high-confidence PI / family / employment / IP leads with a real dispute go straight to a retainer consult; short-form or unclear matters route to a paid consult first so the firm doesn’t waste a senior attorney’s hour qualifying the lead. The routing matrix is something we co-write on the kickoff call.

Question 3

Where is the unauthorized-practice-of-law line drawn?

Accepted Answer

The AI greets by name, identifies itself as an AI intake layer, captures the prospective client’s matter, and never renders legal advice, predicts case outcomes, or drafts pleadings. Anything that crosses that line — strategy, statute-of-limitations calls, contract language — routes to a licensed attorney immediately, with the conversation transcript attached.

Question 4

How wide is the after-hours coverage?

Accepted Answer

Web form, web chat, missed-call text-back, and SMS, answered in a single inbox with the same conflict-screen and routing logic as the daytime coverage. After-hours is the lane this playbook was built for; turning it on for daytime coverage is a configuration choice, not a rewrite.

Question 5

How do you handle AI disclosure and TCPA on outbound?

Accepted Answer

First utterance identifies the AI and surfaces an explicit opt-in capture before any SMS re-engagement. Time-of-day windows are enforced — outbound messages only between 8 a.m. and 9 p.m. in the recipient’s time zone; quiet hours are quiet by default. The audit log timestamps the disclosure confirmation against the consent record that produced it.

Question 6

What does outcome-pricing look like for a law firm engagement?

Accepted Answer

One number per retainer-ready matter routed to the assigned attorney’s calendar, after conflict screening and matter-type branching. The single outcome, the volume assumption, and the definition of done is signed twice before we install. The 30-day review clause is written into the engagement letter — miss the target two months running and we re-scope, in writing.

The after-hours AI that turns cold intake inquiries into retainers signed before the firm down the street answers.

One inquiry, three steps, a retainer-ready matter before the prospective client shops.

Inquiry

Conflict screen + matter qualify

Booked matter

Intake at a law firm is the moment the retainer is either signed or lost — long before the first pleading is drafted.

A conflict at intake is cheaper than a conflict at retainer

Routing to the assigned attorney’s calendly is the whole workflow

Your practice-management system is the destination — the playbook ships pre-wired

Adjacent-vertical numbers — by design.

Booked consultations from after-hours inquiries

Median first reply

Showings booked from after-hours inquiries

The questions a managing partner asks before signing the retainer.

The proof and the services that ship.

Medspa case study

AI chatbots

AI lead qualification

AI appointment setters

After-hours intake AI — the long read

Tell us how many after-hours intake calls your firm missed last month — we'll price the playbook against the retainer-ready matters we book.