AI Agent for law firms

Safe legal intake

No legal interpretation — facts only and consultation booking. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

• ✓Matter type
• ✓Urgency
• ✓Contact details
• ✓Clear disclaimer: not legal advice

Firm types

Family, employment, corporate, and business law practices. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

• ✓Phone triage
• ✓Consultation booking
• ✓Out-of-scope filtering

Sample opener

“What matter do you need help with? I’ll collect basics and pass them to an attorney.” Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Pricing

Setup $500–1300, monthly $200–520. Firms typically recover cost by freeing paralegal time spent on incomplete intake calls. Onboarding tunes qualification questions, calendar/CRM integrations, and runs 30–50 test calls before production go-live.

Ethics and disclaimers

Every call opens with a clear statement that the agent does not provide legal advice. Matter summaries attach to calendar invites so attorneys review facts before the consultation. Retention and access match your firm’s client confidentiality policy.

• ✓Configurable disclaimer language
• ✓Role-based transcript access
• ✓Out-of-scope matter routing

Compliance, quality, and scaling

Every Coldbot template supports GDPR-style guardrails: recording disclosure, contact consent, retention policy, and DNC lists aligned with your legal policy. Managers sample transcripts weekly - fix one objection path at a time, then raise dial volume. After a 50–100 call pilot you lock connect and meeting KPIs; RevOps exports results to CRM or BI via webhook. Your CSM helps tune qualification questions to your offer and vertical.

• ✓GDPR: consent, retention, DNC
• ✓Transcript QA - 10–20/week
• ✓KPI sign-off before scale
• ✓Webhook reporting to BI

FAQ

Frequently asked questions