People call when they’re stressed: a firing, an IRS letter, a claim. Your agent answers about your practice and fees, sends your consultation link and passes on a name, a number and a topic. No advice, ever.
Free, no commitment. In English, Spanish and any language your customers speak.
Every first call turns into a free 15-minute consultation. Your agent explains what the firm does and books a meeting when a professional opinion is needed.
A prospect leaves a voicemail, you call back from court, they call back while you’re with a client. Your agent answers at once, collects a name, a number and a one-line topic, and shares your consultation link.
From February to April, questions about documents and deadlines never stop. Your agent answers from your website and sends the document checklist.
Sample conversations from law firms, CPAs, a tax preparer, an insurance agency and a notary.
I was fired without warning. Do I have a case?
I can’t give legal advice, but I can set up a consultation with an attorney. Could I have your name and number? Just that, no details of the case.
Do you do taxes for freelancers and 1099 contractors?
Yes, individual returns with a Schedule C, and small-business returns. The first 30-minute call is free. Here’s the link to book it.
Call length 00:52
How much is homeowners insurance?
It depends on the home and the coverage, so an agent prepares the quote. Could I have your name and number? She’ll call you today.
¿Me pueden ayudar con mi residencia? ¿Cuánto cobran?
No puedo dar asesoría legal, pero sí agendar una consulta. Según nuestra página, la consulta inicial cuesta $150. ¿Me da su nombre y teléfono? Solo eso, sin detalles del caso.
What should I bring to my appointment?
Bring your W-2s and 1099s, last year’s return and a photo ID. The full checklist is on our website; I’ve sent you the link.
Can you notarize a document today?
You can see today’s open times at the booking link. If it’s urgent, I’ve passed it to the notary, and they’ll text you back.
Do you work with businesses in other states?
Let me ask the team, and I’ll come back to you here.
TeamYes, we work with clients in all 50 states
Yes, the firm works with clients in all 50 states. Would you like to book an intro call?
Your agent sends your consultation or intake link, or collects a name, number and topic for the office. It can’t see your calendar, and never books a meeting on an attorney’s behalf.
No online calendar? Your agent collects a name, number and one-line topic, and sends them to the office on WhatsApp and by email.
No opinion on a case, no odds, no investment tips and no fee estimate that isn’t on your website. A consultation instead.
It asks only for a name, a way to reach them and a one-line topic, and keeps what people share confidential.
No promised filing date, outcome or discount. Every commitment goes through you.
It says it’s an AI assistant at the start of every conversation, and on the phone that the call is recorded.
Chat on your website: practice areas, fees and documents.
Clients who use WhatsApp message there and get your consultation link within seconds.
Answers your local office number while you’re in court or with a client, and calls back on request.
Texts from your local number: the consultation link or the document checklist.
Every channel in every plan, with a local number in your area code. Pick by the number of people on your team.
100+ employees or several locations
Custom quote
For chains and larger businesses: priced by how much you use it.
Ask for a quotePrices in US dollars, before tax. Call minutes beyond your plan: $0.25 a minute. Chat and texts don’t count toward minutes. If Meta charges for WhatsApp messages the business starts, that cost is passed on as is. Cancel any month.
Your agent never asks about the details of a matter: only a name, a number and a topic. Conversations are deleted on a fixed schedule and never used to train models. See our privacy policy.
It politely explains that it can’t give advice, and offers a consultation or a call back from the attorney.
Only if the fee is on your website, such as a flat fee for a will or the cost of a first consultation. Otherwise it says the fee is set at the meeting.
Yes. It answers about the types of insurance you write, collects details for a quote and passes them to an agent. It never recommends a policy or says what’s covered.
On WhatsApp and by email, with a short code. Reply with the code, and your answer goes to the client.
Type your firm’s website and see how your agent answers without giving advice.
Free. No sign-up, no card.