Law firms, accountants and notaries
The questions a prospective client asks before picking up the phone
Do you handle this kind of case, what does a first consultation cost, which documents should I bring, how long does a company formation take. The answers are on your website and in your fee schedules. The assistant gives them, and leaves the case itself to you.
A law firm, a fiduciary or a notary's office publishes its practice areas, team, fee principles and process notes, and still fields the same first questions by phone every day: whether the firm takes a certain kind of mandate, what the first meeting costs, what to prepare, which office to contact. The person answering is often the one whose time is billed.
With the website and the firm's information sheets imported, the assistant answers those questions from the firm's own wording: the practice area page, the fee note, the checklist for a company formation, the steps of a probate. For anything that is advice on an actual matter, it says so and offers the contact or the booking page.
Nothing is invented and nothing is advice. The assistant quotes what the firm has published, names the page, and keeps the conversation general. Every question it could not answer is listed for the firm, which is a useful signal of what prospective clients want to know.
Knowledge base
What the assistant answers from
Every answer names the page or document it was written from, so it can be checked. These are the sources that typically make up the knowledge base in this sector.
- Practice area and service pages
- Team and contact pages
- Fee principles and hourly rate notes
- Checklists: documents to bring
- Process notes: formation, probate, tax return
- Information sheets and FAQs
What it deliberately does not do
It gives no legal, tax or notarial advice on a specific matter. Such questions end with the firm's contact and a note that a professional will answer.
It never sees client files, mandates or deadlines. Questions about an ongoing matter go to the responsible person.
It answers only from published content, so a fee that is not on the website is not quoted.
How it works
Three steps. Under an hour. No developers needed.
Import your website and documents
Enter your website address and every public page becomes part of the knowledge base. Add documents alongside: price lists, manuals, and the internal documents your team shares, such as handbooks and process guides.
Customise the widget
Set your colours, logo, assistant name and welcome message, and choose the default language. Preview it live before it goes public.
Go live
Paste one line of code into your website, or into an internal page for your employees. The assistant answers right away, around the clock, in the language of whoever asks.
See it answer law firms, accountants and notaries questions
Send us your website address. We import it and show you the assistant working on your own content.