Before you talk to us

Documents and commitments to review

Review the information available now and the documents to obtain before go-live.

The pilot security pack

Documents to review before go-live

Read the privacy notice and request the other security documents. Review the pack with your security lead before go-live.

The guarantee, tested

Would this enquiry be covered?

These three answers indicate possible coverage. The signed terms and the pilot dates remain relevant.

It is in the practice area you defined on day one
It arrived through a channel connected to the pilot
It meets the written criteria you set with us
Within the indicated scope.Based on these answers, the enquiry appears to fall within the guarantee’s scope. Article 4 provides for the deposit to be returned and the balance waived for a covered failure.

The guarantee covers the handling of qualifying enquiries. It does not guarantee conversion into matters.

Professional conduct

Where the line sits

Review the software’s administrative tasks and the decisions that remain with your firm.

What the system does
  • Captures the enquiry from form, inbox or missed call
  • Classifies the matter and scores urgency
  • Extracts names and organisations for your conflict process
  • Drafts an internal brief for a lawyer
  • Sends an acknowledgement whose wording you approved in advance
What it never does
  • Gives legal advice, or any view on the merits
  • Creates a lawyer-client relationship
  • Clears a conflict, or decides one is clear
  • Sends anything to a client without the firm’s approval
  • Makes legal decisions or accepts a matter without the firm’s approval

We claim no regulatory approval, and no supplier can give you one. The sample client disclaimer in the pack shows the exact wording a prospect sees, so your own conduct check has something concrete to examine.

Fit

Needs the pilot can help you assess

Worth a conversation
  • Enquiries your firm receives directly
  • Enquiries arriving faster than a person can triage them
  • A need to track and route new enquiries
  • One practice area you can define clearly for a pilot
Points to consider before starting
  • Enquiries already answered within minutes today
  • Work that arrives entirely by referral or panel appointment
  • No single person able to approve briefs during the pilot
  • A need for advice on the matter itself, which we do not provide
What a pilot costs you

The time your team needs to allow

Pricing sets out the costs. The following steps describe your team’s involvement.

  1. 01
    A 15-minute call

    One founder. Your practice area and how enquiries reach you now.

  2. 02
    Your criteria, in writing

    What counts as a qualifying enquiry, and where each one should go. Defined together on day one, then fixed.

  3. 03
    Access to the channels

    Your team configures connected channels and platform access. Using the service on iPhone requires the app.

  4. 04
    Wording you approve

    The acknowledgement a prospect receives, in your name. Nothing is sent before you sign it off.

  5. 05
    A reviewer

    A named lawyer reviews the briefs and proposed replies.

Target setup: 7 days. 60-day pilot, then month to month, cancel any time, export your data whenever you want.

Speak with a founder

15 minutes with a founder. No obligation.