Legal & Financial
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.
MattersもConsultationsもClientsも — あなたの言葉のまま、あなたのダッシュボードに。
Accounts are set up with you by our team · Keep your existing number · Billed by the minute
Client intake Englishライブ
Answers
Screens the matter
Books a consultation
Confirms
通話の要約
- Answers
- Screens the matter
- Books a consultation
- Confirms
シミュレーション通話 — ダッシュボードに表示される内容です。
What's included
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 |
エージェントが対応する内容
- 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
すべての通話で記録される内容
名前と電話番号に加えて、エージェントは業種ごとに必要な詳細を確認します。
- nature of the matter
- preferred consultation time
安全ルールを標準搭載
- 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.
Where records go
診療管理
すべてのレコードは、設定したエンドポイントに署名付きJSONとして送信されます — Zapier、Make、n8n、または独自のコードで連携できます。ネイティブな双方向同期はまだありません。
Webhook仕様を読む- Clio
- MyCase
- PracticePanther
ベンダー名はWebhookの送信先を示すものであり、提携関係を意味するものではありません。
よくある質問