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.
내 Matters, Consultations, Clients — 대시보드에서 원하는 방식으로.
Accounts are set up with you by our team · Keep your existing number · Billed by the minute
Client intake English실시간
Answers
Screens the matter
Books a consultation
Confirms
통화 요약
- Answers
- Screens the matter
- Books a consultation
- Confirms
시뮬레이션 통화입니다 — 대시보드에 표시되는 내용이에요.
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 |
상담원이 처리하는 업무
- 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
모든 통화에서 기록하는 정보
이름과 연락처 외에도 업종에 필요한 세부 정보를 함께 확인합니다:
- nature of the matter
- preferred consultation time
안전 규칙 내장
- 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
병원 관리 시스템
모든 기록은 서명된 JSON 형태로 설정한 엔드포인트에 전달됩니다 — Zapier, Make, n8n 또는 직접 작성한 코드를 통해서요. 아직 양방향 동기화는 기본 지원되지 않습니다.
웹훅 규격 보기- Clio
- MyCase
- PracticePanther
업체명은 웹훅 대상을 식별하기 위한 것이며, 파트너십을 의미하지 않습니다.
FAQ