Is client information kept confidential?
Yes — confidentiality is engineered in: encrypted channels, access controls, no training on your client data, and complete audit logs. We work within your ethics and confidentiality obligations from the design stage.
Can the AI give legal advice?
No, and it is built not to. It handles intake, scheduling, logistics, and policy-approved status language. Anything resembling legal advice routes to an attorney — that boundary is enforced, not suggested.
Does it integrate with Clio or our case management system?
Yes — Clio, MyCase, PracticePanther, Filevine, and most CMSs with an API. Intake summaries, documents, and bookings land in the matter, not in a side spreadsheet.
What practice areas does this fit?
Highest ROI where inquiry volume and urgency are high: personal injury, immigration, family, criminal defense, and estate planning. Immigration firms in particular benefit from trilingual intake (EN·ES·PT).