New clients · intake · office questions
Welcome new clients
while you’re in court.
AgenX Voice answers from your website: practice areas, office details, and your published intake steps.
The call comes in.
- Caller
My landlord kept my whole deposit. Do I have a case?
- Voice
I can’t give legal advice or tell you whether you have a case, but an attorney can. Landlord and tenant disputes are one of the practice areas on our website.
Won’t give legal advice · your consultation steps - Caller
OK. How do I talk to an attorney?
- Voice
Start with Request a consultation on our website. It asks for your name, a good number, and the names of anyone else involved, so the firm can check for conflicts first. The intake team follows up from there.
from Consultations No advice given, and a clear route to an attorney.
The moment, and what it does today.
The attorneys are in court when a new client calls.
It explains your practice areas and consultation steps.
A caller asks whether they have a case.
It says it can’t give legal advice and points them to a consultation.
Someone asks to meet in Spanish.
It tells them which languages your team speaks, from your website.
A caller wants to tell their story to an attorney.
It points them to your published intake steps.Sending an inquiry to your intake team Coming
New clients ask the same ten.
Here’s where each answer comes from.
- “Do you handle landlord disputes?”from Practice areas
- “Do I have a case?” Your consultation steps
- “Is the first consultation free?”from Consultations and fees
- “Where’s your office, and where do I park?”from Office
- “Can we meet in Spanish?”from Languages
- “How do I request a consultation?”from Consultations
- “What do you need from me to start?”from Intake steps
- “Are you open on Saturdays?”from Office hours
- “Do you take cases in other states?”Not on your pages, so it says so
- “Can I talk to an attorney now?” Your published intake steps
Illustrative caller questions, not customer testimonials.
Start with what you publish.
- Practice area pages
- Office hours, location, and languages spoken
- Your consultation and intake steps
Scope
Answers from the knowledge you approve. Says so when it doesn’t know.
Same AgenX Voice on the phone and in the browser.
Booking, live transfer and CRM updates aren’t live yet, and we label them that way.
The first demo answers general questions from your published pages. It does not give legal advice, assess a case, run a conflict check, or agree to take anyone on as a client.
A pilot adds the private knowledge you approve: your documentation, operating procedures, policies and scripts.
Questions from law firms.
Will it give legal advice?
No. It says it can’t give legal advice or tell a caller whether they have a case, and points them to your consultation steps.
Does it tell callers it’s AI?
Yes. It tells callers they’re speaking with AI, and it doesn’t present itself as a lawyer.
What about conflicts and confidential details?
Your firm runs its own conflict checks. It doesn’t access client files, and it points callers to your published intake steps. Calls may be recorded and transcribed.
Other industries.
“Do you come out to Oak Park?”Home servicesService areas, business hours, and the next step for a homeowner.
“A branch hit our roof. Can someone look at it?”Roofing & exteriorsStorm questions, service areas, and a clear route to an inspection.
“How do I set up a tour?”Property managementOffice information, leasing FAQs, and published resident contact paths.
“Can I drop off before you open?”AutomotivePublished services, shop hours, and clear paths to your service team.
“Do you help with operations?”Professional servicesServices, public FAQs, and the right starting point for a new inquiry.