Does it give legal advice?
No — and it's built so it can't drift into it. It gathers facts, screens against your criteria, and books time with you. If a caller asks "do I have a case?" or "what am I facing?", it says that's a question for the attorney and moves to scheduling.
What about confidentiality and privilege?
Treat every intake call as potentially protected — that's how the system is built. Before launch you get a written list of every service that touches call content, what it stores, and for how long, so you can review it against your own obligations or hand it to your ethics counsel.
Are calls recorded, and what about consent?
Recording is your decision, and it's configured to your instruction — including the option to keep transcripts and structured fields without retaining audio at all. Consent rules depend on where your caller is, not just where your firm is, so we settle this before the line goes live rather than after.
What happens when it gets something wrong?
It's scoped narrowly and escalates rather than guesses. Anything outside the script goes to a human — you, or a voicemail routed however you choose. Every call leaves a transcript, so a mistake is visible and fixable rather than invisible.
How does it handle conflicts?
It captures the names you tell it to capture — caller, opposing party, co-defendants — and flags them for you. It does not run your conflicts check and it does not clear anyone. That decision stays with the firm.
Does it work with Clio, MyCase, Smokeball, or PracticePanther?
Each of those exposes an API I can write to, and that work sits inside the build fee rather than being an upsell. I'd still rather confirm your exact setup on the call than promise a clean integration sight unseen — some plans restrict API access, and I'd be guessing otherwise. If you're on something less common, or on paper and a spreadsheet, that's fine too: worst case every call lands in a sheet you own, and nothing is lost.
Do I have to change my phone number?
No. You keep your number and forward it — all the time, after hours only, or only when a call rings out. You choose, and you can change it whenever you like.
What if someone calls in a genuine emergency?
It tells them to call 911, clearly and immediately, and alerts you at the same time. It does not attempt to triage a crisis or keep someone on the line who needs emergency services.
How fast can it be live?
Most of the elapsed time is you reviewing the script, so you set the pace more than I do. I'll give you a firm go-live date on the scoping call, once I've seen your criteria — rather than a guess now that I'd have to walk back. The first couple of weeks after launch is where the real tuning happens, on your actual calls.
Why should I trust a one-person shop with this?
Because you can test it before you pay a monthly, cancel any month, and take your data with you. And because a vendor with one client-facing person is a vendor you can reach at 9 p.m. — which is roughly when you'll want to.
