Quick-start: law firms (Clio, LEAP, Smokeball)
AI receptionist for law firms. Books client consultations directly into Clio/LEAP/Smokeball calendars.
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Step 1 — Pick your platform
- **Clio** — global, OAuth, fast public API. Easiest start.
- **LEAP** — AU/NZ-dominant, partner OAuth (apply to LEAP first).
- **Smokeball** — AU mid-tier, partner OAuth.
- Connect via Integrations page.
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Step 2 — Use case: inbound receptionist (full)
- Lawyers need triage, not just booking — receptionist mode handles it.
- FAQs: hours, address, fee structure (kept generic — no specific quotes).
- Conflict-checking: AI captures caller's name + opposing party for the practice manager to pre-clear.
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Step 3 — Practice-area triage
- Customise system prompt: 'If criminal: route to
. If family: route to . If commercial: route to .' - AI books against the right partner based on captured intent.
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Step 4 — Existing client recognition
- AI matches caller phone → contact → open matter.
- 'Hi, I see you have an open matter with Susan — is this about that?' Instant continuity.
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Step 5 — Notes + matter linkage
- Every call summary auto-saved as a Clio/LEAP note linked to the contact and matter (where applicable).
- Lawyer walks into the next meeting briefed without reading 30 min of voicemails.
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Compliance / ethics
- No legal advice — system prompt explicitly disables it.
- Recording disclosure plays automatically.
- Conflict-of-interest data captured but never used for AI decision-making — flagged for human review.
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