The AI phone agent for Legal & Financial
Books the consultation, screens what the caller needs, and never gives advice it isn't licensed to give — so your associates only take the calls that matter.
Tus Matters, Consultations y Clients — con tus palabras, en tu panel.
Accounts are set up with you by our team · Keep your existing number · Billed by the minute
- Answers
- Screens the matter
- Books a consultation
- Confirms
Una llamada simulada — esto es lo que llega a tu panel.
Built for Legal & Financial
Switched on for this sector when your account is set up. Everything else in P1 Desk — calls, transcripts, analytics, integrations — is on for every sector.
| Capability | Legal & Financial |
|---|---|
| MattersTaken on the call, checked against your catalog, sent to your systems | Not used |
| ConsultationsBooked, moved and cancelled by phone, with reminders | Included |
| Practice AreasPrices and availability the agent quotes from | Included |
| Knowledge documentsPolicies, price lists and FAQs the agent searches before it answers | Included |
| Payment by linkA secure link texted after the call; held until paid — no card numbers by phone | Not used |
| Outbound campaignsYour agent calls your leads inside the legal window for your market | Included |
| Delegated errandsThe agent calls, texts and books on your behalf — and asks before it spends | Not used |
Qué gestiona el agente
- Books consultations with the right practice area, day or night
- Collects the caller's name, contact details, and a summary of their matter before the callback
- Answers routine questions (fees, documents needed, office hours) from the firm's own materials — never legal or financial advice
- Flags urgent matters (deadlines, arrests, asset freezes) for an immediate callback
- Reschedules and confirms consultations by text, so nothing falls through the cracks
Qué recoge en cada llamada
Además del nombre y el número, el agente pide los datos que tu sector necesita:
- nature of the matter
- preferred consultation time
Reglas de seguridad integradas
- Never give legal, tax, financial, or investment advice — you schedule consultations and answer only from the firm's own documents and practice area descriptions.
- Collect the caller's name, contact details, and a brief description of their matter, then offer to book a consultation with the right practice area.
- Keep everything the caller shares confidential; never discuss one client's matter with another caller.
- If the caller describes an emergency (an arrest, an asset freeze, a filing deadline within 24 hours), say the firm will call back urgently and flag it in the message.
Gestión de consulta
Cada registro se entrega como JSON firmado al endpoint que configures — mediante Zapier, Make, n8n o tu propio código. Aún sin sincronización bidireccional nativa.
Leer el contrato del webhook- Clio
- MyCase
- PracticePanther
Los nombres de proveedores identifican destinos de webhook, no colaboraciones.