What it does on an intake call
People looking for a lawyer often call in the evening, after the accident, the arrest or the eviction notice. If the call goes to voicemail, many simply call the next firm on the list. An AI receptionist answers in your firm's name at any hour, so the first conversation happens with you rather than a competitor.
It's set up the way the Florida Bar expects a chatbot to behave. Florida Bar Ethics Opinion 24-1 (2024) says a lawyer is responsible for what an AI intake tool tells prospective clients, that the tool must make clear it isn't a lawyer, should limit its questions to factual information, must not give legal advice, and may use screening questions for people who already have a lawyer (Florida Bar; summary by Hinshaw & Culbertson). So the first sentence of every call says it's an AI assistant and that the call is recorded, it asks only the intake questions you approve, and any question that needs a lawyer's judgment goes to your team.
You approve the script, the practice areas it books for, and the cases it should turn away politely. It collects the names of the other parties so your staff can run the conflict check, and it never tells a caller whether they have a case.
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