For solicitors, conveyancers and legal practices: an AI voice agent that screens new enquiries and books consultations, and automation that handles onboarding, ID checks and document chasing.
“We're buying a house and need a conveyancer — can you give us a quote?”
Every enquiry and 'any update?' call pulls a lawyer off billable work.
Matters stall waiting for ID, forms and signatures from clients.
Time spent on calls for work you don't do or areas you don't cover.
A natural-sounding AI voice agent, trained on your business, picks up day and night. Here's what happens when someone calls.
Area of law, key details and urgency captured — work you don't do is politely signposted.
Answers routine 'where are we up to?' questions from the matter record, or takes a message for the fee-earner.
Access controls, recording and data retention agreed with you before anything goes live.
It asks what you'd ask, in plain English, and gets the details right first time. When a call needs a person, it puts it through or takes a proper message — and you get a written summary either way.
The call is only the start. Automation carries the job through every step, in the software you already use.
matter type and fit
from your fee templates
client care letter & e-sign
requested and tracked
until everything's in
Client care letter, terms and forms sent for e-signature the moment a client instructs you.
Checks requested and tracked, with reminders until they're done.
Polite reminders for missing documents, so matters keep moving.
Connected with Make, n8n or Zapier — in accounts you own.
No. It gathers information, answers general questions about your services and process, and books time with your lawyers. Anything that needs advice goes to a qualified person.
We agree access, recording, retention and where data is stored with you before go-live, and configure role-based access so only the right people see transcripts. Our background is identity and access management.
Systems such as Clio, LEAP and Actionstep can often be connected so enquiries become matters without retyping. We check yours on the discovery call.