FAQ
Questions firm owners ask.
Will this replace my practice management software?
No. It handles the front office: inquiries, calls, texts, booking and reviews. Clio, MyCase or whatever you use stays your system of record.
Do the automated messages give legal advice?
Never. They acknowledge inquiries and book consultations. Every template is approved by you before it goes live.
What about confidentiality?
Intake forms ask only for contact details and a brief description, with a notice not to send confidential information and that no attorney-client relationship is formed. Detailed intake happens in your consultation.
Is asking for reviews allowed?
Generally yes, though states differ on testimonials. You approve the wording, every client gets the same request, and we don’t filter or gate reviews. Check your state bar’s advertising rules.
Why doesn’t texting start on day one?
Carriers require business text registration (A2P 10DLC). We file it on day one, and approval typically takes a few days.
Can I keep my domain and phone number?
Yes. We can use your existing domain, and calls can forward to your current number.
What happens if I cancel?
It’s month-to-month, so cancel anytime, and we’ll export your contacts for you.
See it working on a firm like yours.
In 20 minutes we’ll show you the full system on a sample firm and point out the quickest wins on your current site.