For LAW firms of 3–10 attorneys
The Friday 5:45 call becomes a Monday matter — not somebody else's client.
Compliance-first intake that answers every hour, tells the caller plainly it isn't a lawyer, captures only what your conflicts check needs — and stops — then puts the transcript on the responsible attorney's desk by morning. Deliberately shallow: under Rule 1.18, collecting less is the feature.
The Blueprint opens with a five-touchpoint test of your own intake — we call and write to your firm the way a prospective client would, timestamps and all — then maps what the gaps cost in signed matters and what to fix first. If the answer is "your intake is fine," the report says so.
The rules, first
- Flat monthly — never per lead, never per signed case. Rules 5.4 · 7.2(b)
- Identifies itself as software in its first sentence, and won't answer "do I have a case?" B&P §17941
- Shallow, conflicts-safe capture — name, contacts, matter type, jurisdiction, adverse party. Then it stops. Rule 1.18 · Op. 492
- Recording disclosed before it starts, in the assistant's first sentence. Penal Code §632
- Supervision artifacts for your file — logs, transcripts, a written oversight trail. Op. 512 · Rules 5.1, 5.3
- Built to the State Bar's current Practical Guidance — the 2026 COPRAC guidance, not the withdrawn 2023 version most vendors still cite.
We raise all of this before you have to ask.
What the industry is seeing
The numbers small firms report.
of calls to small firms go unanswered during business hours — after hours, almost all of them
of clients hire the first lawyer who actually responds — intake speed is the whole contest
more revenue for solo and small firms running integrated intake — Clio Legal Trends
of an 8-hour lawyer workday actually goes to billable work
Published industry research (Clio Legal Trends 2024–25, ABA and Thomson Reuters studies) — not AI Mind Systems client results.The Blueprint opens with a call-test of your own intake line: timestamps, not averages.
Limits, in writing
What we build — and what we won't.
Naming our limits is the most useful thing on this page. The second column is why our systems don't need a months-long ethics review to approve.
We build
- After-hours and overflow answering, in your firm's voice
- Matter-type triage and callback scheduling
- Conflicts-screen capture — and a hard stop before case facts
- Morning transcript delivery to the responsible attorney
- A written supervision log your file can show
We won't build
- Anything that gives legal advice, ever
- Anything that invites case facts from prospective clients
- Per-case or per-lead pricing in any form
- Bots that pretend to be people
- "Efficiency" tools that quietly erode supervision
And if your work arrives by referral and intake speed isn't your problem — we'll say so at the first call, and tell you what we'd look at instead.
Founding firms · opening our law practice
We're opening our law-firm practice with four founding firms.
Founder terms, in exchange for a named case study with a real number in it. You'd be early in this vertical — on purpose: founding firms get more of Connie's attention than any client ever will again, and their pricing is protected when rates step up behind them.
4 of 4 founding slots open · slots close when filled, not on a date
With our name on it
The AI Use Policy your firm is supposed to have
A written, adaptable policy mapped clause-by-clause to ABA Opinion 512, Rules 1.1–5.3, and California's current Practical Guidance — with a verification checklist for filings, a supervision log, and a sample engagement-letter clause. Yours to keep, whether or not we ever work together.
It's yours — download below.
Download the policy template (PDF)A template for review with your ethics counsel — not legal advice. No spam; just the document.
A tag in reception or on your card — one tap runs conflict-safe intake before the consult. See Tap → AI →
Start with the Blueprint. Keep the findings either way.
One fixed, flat fee, agreed before we begin. The Blueprint opens with the five-touchpoint test of your own intake, ends with a ranked plan built to the rules above — and if the honest answer is “don't buy anything yet,” that's what it will say.