Lawyers · Use case

Answering first enquiries without losing the matter

A call during a hearing, a web form filled in on Saturday night, an email that lands mid-trial: an AIOS answers within minutes, qualifies the enquiry, runs a conflict check and hands you a ten-line brief before the meeting.

A firm does not lose matters at the hearing, it loses them at the first contact. Someone calls on a Tuesday at three in the afternoon, during a hearing, reaches the voicemail, leaves a message and rings the next firm on their list before the end of the day. The web form filled in on Saturday night waits until Monday. The email that arrives during a week in court waits six days. Someone looking for a lawyer is in no position to compare expertise: they go with whoever answered.

Answering fast is not enough on its own, because a first enquiry carries real work before the consultation even happens: working out whether it falls within the firm's practice areas, spotting a time limit already running, making sure no conflict exists with a past or current matter, and turning all of that into a meeting on the right date with the right documents. An AIOS plugged into the phone line, the web form and the contact address does that work at any hour, and you only see what deserves your time: a ten-line brief, a proposed slot, and the points where you have to decide.

The problem

  • First calls arrive during hearings and meetings, which is precisely when nobody can pick up
  • The web form and the contact address collect as much cold outreach as genuine enquiries, and nothing tells them apart before you read them
  • A share of enquiries falls outside the firm's practice areas, but you have to read them to know that, then write a proper referral
  • An enquiry carrying a limitation period looks exactly like one that could wait three weeks

How the AIOS handles it

It answers within minutes, at any hour

Voicemail transcribed, web form, contact inbox: every enquiry gets a personal reply that confirms receipt, sets out how the firm works (first consultation, fee for it if you publish one, documents worth bringing) and asks the two or three questions still missing. No legal view is offered at this stage: the AIOS gathers, it does not advise. The person knows within the hour that they have been heard, which is almost always enough to stop them calling elsewhere.

It qualifies the enquiry before it reaches your desk

From the exchange it builds a short brief: practice area, capacity of the person, opponent identified, likely court, dated facts, documents already available, any time limit running, and what the person actually wants from the firm. It flags separately the enquiries outside your practice areas and the requests for free advice dressed up as an approach. You read ten lines instead of calling back to discover in five minutes that the matter is not for you.

It runs a conflict check before offering a slot

Every name mentioned, individual, company, director, parent company, is cross-checked against the firm's current and closed matters. Any match, even partial or years old, comes back with the matter reference and the year, and no slot is offered until you have cleared the doubt. The AIOS never rules on a professional conduct question: it does the search nobody has time to run on every call, and you decide.

It books the meeting and prepares the first consultation

Once the conflict is cleared, it offers a real slot in your diary around your hearings and travel, confirms in writing, sends the list of documents to bring and reminds the client the day before. By the time they sit down you have the brief, the documents received and filed, and the points to check. The consultation starts on the substance instead of starting with a reconstruction of the facts.

A concrete example

You

Who has contacted the firm since last night?

AIOS

Seven enquiries, three worth your attention. An employment matter from Ms Chastain, dismissed on 2 August, who received her notice twelve days ago: the time limit is running, so I put her at the top and offered three slots this week, she took Thursday at nine. A company, Roussel Distribution, on a dispute with a supplier, forty thousand euros at stake, contract and correspondence already sent through: the brief and the documents are in the prospect file. And one call for you: Mr Delaunay wants to instruct you against Kervel, and the firm advised Kervel in 2023 on a commercial matter, now closed. I have offered no slot and only acknowledged his message, it is for you to say whether the conflict is cleared or whether he should be referred on. As for the rest: two immigration enquiries, outside your practice areas, with a referral message drafted for approval, and two sales approaches discarded.

Other use cases: Triaging the firm's email · Legal watch for the firm · Chasing unpaid fees · Meeting notes

Main page: Lawyers

Frequently asked questions

Your questions, our answers.

Does it give legal advice to prospective clients?

Never. It acknowledges the enquiry, asks factual questions, explains how a first consultation works and books a meeting. It does not characterise a situation in law, does not assess prospects of success and announces neither fees nor strategy. That boundary sits in its instructions and you can tighten it further: some firms prefer even the qualifying questions to come from a person.

How does it check conflicts of interest?

It cross-checks the names given by the prospective client against your current and closed matters: parties, opponents, related companies, directors. It reports any match, including old or partial ones, with the matter reference and the year, and stops there. It does not conclude that there is no conflict, it shows you what it found so you can decide. An unresolved doubt blocks the offer of a slot by default.

What if the enquiry is not for the firm?

It gets a clear, fast answer rather than nothing at all. The AIOS drafts a message explaining that the firm does not handle that area and, if you want, pointing to the colleagues on the list you gave it. That costs you one approval, it prevents enquiries sitting unanswered for three weeks, and it is a steady source of referrals coming back the other way.

7-day free trial

See it work on your real files.

We set up your first use cases with you during the trial. No credit card, no commitment.

No credit card. No commitment. When the 7 days end, nothing is charged without you.