Law & accounting

The intake call you missed went to the firm that answered.

Someone who has just been injured, served, or audited calls three firms in ten minutes. Whoever picks up gets the consultation — and in professional services that is very nearly the whole competition.

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How the day actually goes

Where the work leaks.

  • After-hours intake

    Legal and tax problems get dealt with in the evening. That's when a lot of your best matters call.

  • Unscreened calls that aren't your practice area

    Real staff time spent on matters you were never going to take.

  • Consultation scheduling friction

    Every extra step between wanting a lawyer and having an appointment loses some of them.

Law & accounting in Central Florida
What to start with

Named by the job it does for you.

  1. Start here

    Answers and books, 24/7

    Screens and schedules without practicing law. It confirms whether the matter is in your practice area and jurisdiction, gathers the facts you need for a conflicts check, explains your consultation fee and how the engagement works, and books the appointment — while carefully never giving advice.

  2. Then

    Texts back missed calls

    The missed intake call gets a text back within a minute. When a potential client is working down a list of three firms, being the one that responds while they're still deciding is most of it.

From $600 setup, then from $60/mo. See the assistants or build your price.

The numbers

What it costs.

Websites from $2,750 · AI setups from $600 · Monthly plans from $149/mo, assistant fee included · Every number →

Before you call

What firm owners ask.

Will it give legal or tax advice? That's an ethics problem.

No — and it's the reason the rules are written down and signed off before launch. It states process, fees, and practice areas, and it routes anything resembling advice to an attorney or CPA. It's also built to say plainly that it can't answer that, rather than improvising something that sounds like advice.

How does it handle conflicts checks?

It gathers the information you need for one — parties, matter type, dates — and hands it to your staff to run. It does not clear a conflict itself. That's a judgment call and it stays with a human.

Is anything a prospective client tells it privileged?

Treat it as intake, not as a privileged communication, and the assistant says as much before collecting anything sensitive. That's the same posture as a first phone call with a receptionist. Your engagement letter still governs what happens after.

More answers on the pricing page and the FAQ.

Limited offer · Greater Orlando

Let's get your website winning you work.

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And if a new website isn't the right investment for your business yet, I'll tell you that at the visit too — it's free either way.

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