Respond to Every Prospective Client, Around the Clock
Capture leads, answer questions from firm-approved content, and book consultations—even when your office is closed.
Proceedings Assistant
Online now
Hello! I can help you learn about our services and schedule a consultation. What brings you here today?
I was in a car accident last week. Do you handle personal injury cases?
Yes, we handle personal injury cases including car accidents. Would you like to schedule a free consultation to discuss your situation?
Source: Practice Areas page
How It Helps Your Firm
After-Hours Coverage
Respond to prospective clients at any hour. Capture contact information and case details when your office is closed.
Firm-Approved Answers
Provide general information drawn from your website, FAQs, and approved materials. Every response includes citations.
Lead Routing
Schedule consultations directly or route qualified leads to your intake team via email or your existing CRM.
Built with Guardrails
Our intake assistant is designed with strict guardrails to protect your firm and your clients.
What It Is
- Intake support for prospective clients
- General information from firm-approved sources
- Consultation scheduling and lead routing
- After-hours coverage for your firm
- Clear escalation to speak with an attorney
What It Is Not
- Legal advice or legal opinions
- Eligibility determinations
- Case strategy recommendations
- Outcome predictions or timeline guarantees
- A replacement for attorney consultation
Watch a Demo
See how the intake assistant handles common inquiries while maintaining appropriate boundaries.
Demo video coming soon
What Firms Are Saying
"Testimonial placeholder. We've been able to capture leads that would have otherwise been lost to after-hours voicemail."
[Name]
[Title], [Firm Name]
"Testimonial placeholder. The clear boundaries give us confidence that prospective clients receive appropriate information."
[Name]
[Title], [Firm Name]
Frequently Asked
What information does the assistant provide?
The assistant provides general information drawn exclusively from your firm's approved materials: your website content, FAQs, practice area descriptions, and other documents you provide. Every response cites the source. The assistant does not provide legal advice, opinions, or case-specific guidance.
How does it handle questions it cannot answer?
When a question falls outside the scope of approved materials, the assistant clearly states it cannot answer that question and offers to schedule a consultation with an attorney or routes the inquiry to your intake team.
Can it book consultations directly?
Yes. The assistant can integrate with your scheduling system to book consultations during available times. Alternatively, it can capture lead information and forward it to your intake team for follow-up.
How do you ensure appropriate boundaries?
We implement strict guardrails that prevent the assistant from offering legal advice, eligibility assessments, strategy recommendations, or outcome predictions. The system is trained to recognize these requests and respond appropriately by routing to an attorney.
What happens to collected data?
All data is stored securely and is accessible only to your firm. We do not use client data to train models or share it with third parties. Detailed information is available on our Safety & Privacy page.
Ready to Improve Your Intake?
Schedule a 30-minute demo to see how Proceedings can work for your firm.
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