Asisly
For law firms, accountants & pro services

Intake new clients
without breaking privilege.

Prospective clients call needing help — usually with sensitive matters. Asisly's AI receptionist captures the basics needed to schedule a consultation (name, callback, general practice area) without inviting the caller to share privileged details on a first call. New-client inquiries land in your dashboard with a clean intake summary, ready for your conflicts check.

14 days or 25 calls free · No credit card required

The problem

Sole practitioners and small firms lose new business at the front door.

Most law firms under 10 attorneys have one paralegal handling intake, scheduling, billing, AND the phone. New-client calls get rolled to voicemail. The caller — often in distress, often shopping multiple firms — moves on. Hiring a 24/7 legal answering service runs $400–$800/month and they still mishandle privileged matters.

$3.5k

average new-client matter value

For estate planning, family law, immigration, and business formation work, an average matter is in the thousands. Each missed first-call is a real cost.

71%

of legal callers don't leave a voicemail

When in distress, prospective clients call multiple firms in sequence. The first to pick up wins the consult. Voicemail loses the case before it starts.

24/7

consultation booking

Many legal callers (DUI arrests, family disputes, urgent immigration questions) need help outside business hours. AI books their consult and routes the rest.

What it does

Careful intake. Clean handoff.

📅

Book consultations

"I need help with a will." AI offers two consultation slots from your calendar, books, and sends a confirmation SMS — including your conflict-check disclaimer.

⚖️

Stay above privilege

When a caller starts narrating case detail, AI redirects: "I'd like to save those details for the consultation with the attorney." Captures only basics — name, contact, general matter type.

🔍

Pre-screen for conflicts

Captures opposing party / counterparty name (when freely volunteered) so your conflicts check can run before the consult. Always with the standard "this isn't yet an attorney-client relationship" disclaimer.

📋

Quote consultation fees

"Free 15-minute initial consult, $250 hourly thereafter" — AI knows your fee structure for each practice area. Honest and consistent: never improvises pricing.

FAQ

Answers for attorneys & firm administrators

How does Asisly handle attorney-client privilege?

The AI is prompted to actively avoid invitations for case detail — it redirects callers to "save those details for the consult with the attorney." Standard disclaimers (no attorney-client relationship is formed by this call) are included automatically. Note: privilege is the attorney's responsibility and Asisly is a tool, not a substitute for ethical compliance — review the AI's transcripts as you would any intake staff member.

Can it run conflict checks before booking?

Soft yes: AI captures opposing-party / counterparty name when freely volunteered ("my ex is John Smith") and flags the intake for your conflict-check before the consult is fully confirmed. The actual conflict check runs at your firm — Asisly only flags potential matches if you connect a conflict-check service.

What practice areas does it handle?

Currently tested for: family law, estate planning, immigration, criminal defense, personal injury, business formation, real estate, and tax/CPA practices. The intake script is configured per-practice-area in setup. We add new practice templates monthly — email us if your area isn't covered.

Will it sound professional enough for high-end firms?

Premium tier ships studio-quality voices including a deeper, formal "Onyx" voice that's well-suited to legal and financial firms. Pro tier supports voice cloning so the AI can use a specific firm partner's voice. Most callers can't tell it's AI for the first 30+ seconds.

Does it integrate with Clio / MyCase / PracticePanther?

v1 syncs to Google Calendar, which Clio, MyCase, and PracticePanther can import. Direct integrations with Clio (Manage, Grow, Draft) and MyCase are on the Q4 roadmap. Email us if you need a custom adapter.

Win more new clients. Without lifting the phone.

Five-minute setup. 14-day free trial. No credit card required. Cancel any time.

Start your free trial

Questions? [email protected] · +1 (226) 241-3457