No. The AI is scripted to introduce itself as an intake assistant only. It never estimates case value, never promises outcomes, and never tells a caller whether they have a case. Every script is designed to align with ABA Model Rule 5.5 and you approve every word before it goes live.

Standard onboarding is designed to take 48 hours. You share your intake questions, case criteria, and call-routing rules; we build the workflow, you review it, and we launch once you've signed off in writing.

Native Clio integration is included on Growth and Firm plans (auto-creates contact + matter, runs conflict-of-interest check before assignment). For other CRMs — MyCase, Filevine, Lawmatics, PracticePanther, Smokeball, and 200+ others — qualified intakes are delivered via Zapier or direct webhook, landing in your CRM as new matters ready for review.

Yes. Every conversation is logged with full transcript, timestamped, and exportable. You can review any interaction at any time, and edit the scripts whenever your intake criteria change.

Intake transcripts are encrypted at rest and in transit using industry-standard TLS. Medical information is only captured to the extent your intake questions require it, and data retention is fully configurable per firm. If your practice requires a signed Business Associate Agreement, we'll scope that as part of your Firm-tier onboarding.

No. Month-to-month after the one-time setup. Cancel any time, for any reason — no termination fee, no notice period beyond the current billing cycle. A system that has to keep you by contract isn't doing its job.

Every script is approved by your firm before going live. You can pause the system, update scripts, or change routing at any time. All conversations are logged so you can review and refine behavior continuously.