Build client care into the intake process.
Agree how the conversation and the information it produces will be handled before launch.
Collect what the first stage needs.
Define the details required for initial review and the information that should wait for your lawyers or a secure follow-up. Shape questions around the matter and the person’s circumstances.
Be clear about the agent’s role.
The agent identifies itself as an AI assistant. Your firm approves the wording it can use, the information it can provide and the route to a person.
Review the data journey.
Work through where information is processed, which providers are involved, who can access records and how long they are retained. Agree recording and transcription settings for your service.
Keep review and escalation explicit.
Set the situations that need a lawyer, an intake owner or an urgent handover. Agree the fallback when a person or connected system is unavailable.
Request the service information.
Ask for the data flow, processing terms, provider details and available operational policies. We work through those requirements with your firm as part of scoping.
Your firm reviews the setup against the professional and data-handling requirements that apply to its practice and the jurisdictions it serves.