A deposit secures the consultation slot, and the AI never once tries to answer the legal question itself.
A law firm's AI receptionist has one firm boundary: never give legal advice, always book the consultation and keep everything confidential. Here's exactly what happens when a prospective client messages on WhatsApp.
Booking a legal consultation, never answering the legal question
- 01
Client describes their matter
"I need advice on a contract dispute with a supplier."
- 02
AI collects the matter type, books a lawyer
500 AED, matched to a lawyer handling that matter type, never a guess at the legal answer itself.
- 03
A deposit secures the slot
100 AED holds the booking, a real, common step for a firm managing its lawyers' time.
Contracts handled securely, never over open chat
- 01
Client has a contract to review
A separate Contract Review service, not the same as a general consultation.
- 02
Documents requested securely
A secure upload link, client information is treated as strictly confidential throughout.
- 03
Signed digitally when ready
An engagement letter can be sent for a real e-signature before work begins.
A firm boundary, enforced every single reply
Never legal advice
The AI books and answers logistics. Every substantive legal question is deferred to a lawyer, always.
Deposits for consultation time
A deposit secures a lawyer's real time slot, configurable per this firm's own policy.
Confidential document handling
Documents move through secure links and e-signatures, never plain chat attachments.
See the full feature set
This case study covers one journey. The Retail & Services solution page covers everything the platform offers this sector.
This works the same way for your business type
Law is one example. The same building blocks adapt to accounting, professional services, and more.