You play two parts. On the left, you're someone who just filled out the your firm contact form. On the right, you're the attorney on call. Pick a case type to try. The text assistant runs live, and nothing reaches a client until you approve it.
What the person who reached out sees
What the firm sees, live
None yet.
Your contact form (same fields you use today) → intake service on the firm's own accounts
→ AI assistant asks one question at a time by text, using a script you approve
→ facts land in your case system (Filevine, Litify, CASEpeer or similar)
→ on-call attorney gets a text with one approve or decline button
→ e-signature sends your agreement and Statement of Client's Rights
→ signed copy comes back, matter opens, first tasks are assigned