AI visibility and administrative intake · Law firms
Help prospective clients find you. Keep inquiry ownership clear.
Prospective clients may reach out while your team is in court or outside office hours. DigitalOS connects accurate firm information, administrative intake and follow-up across your approved practice areas. Personal injury is one example—not the whole scope.
The outcome: a reliable path to attorney review.
People need a response and a clear next step. Your firm needs consistent intake details, assigned follow-up and clear boundaries. An appointment or completed form does not establish that a case is suitable or that representation has begun.
What DigitalOS delivers
Accurate discovery
Approved practice areas, jurisdictions, attorney credentials and useful answers. Genuine evidence supports evaluation; there are no AI placement promises. Explore AI Visibility & AEO →
Administrative intake
An automated assistant gathers approved facts and supports scheduling. It does not give legal advice, assess case merits or create an attorney-client relationship.
Follow-up and escalation
Owned queues for incomplete intake and firm-approved contact. Urgent or sensitive situations are routed to designated people.
A personal injury example
An after-hours accident inquiry can be acknowledged and routed under the firm’s rules. An attorney determines legal urgency, deadlines and whether to offer a consultation.
Measure each stage
Track response, completed intake, consultations booked and attended, firm-approved retainers and collected fees separately. Record source and attribution limits. An inquiry is not a signed client; a retainer is not a collected fee.
Your firm approves the boundaries.
We build your firm's campaigns to follow ABA Rule 7.3 and your state bar's advertising rules.
Your attorneys approve intake questions, escalation rules, confidentiality safeguards and advertising before launch. State requirements can differ. AI remains administrative support, never legal evaluation.
Common questions
Can AI check conflicts?
It may collect approved names and details for the firm’s process. The firm completes and approves conflict checks; the assistant does not determine that representation is permissible.
What about deadlines and urgent matters?
The assistant follows firm-approved escalation rules and routes urgency to a person. It does not calculate, validate or promise a legal deadline. Attorneys decide the appropriate response.
How is sensitive information handled?
The firm approves what intake may collect, who can access it and how it is retained. Avoid unnecessary details; sensitive or unclear requests go to the designated person. Your counsel reviews confidentiality safeguards.
Does intake evaluate a case?
No. Intake is administrative, not legal evaluation. It gathers approved information and schedules where allowed; attorneys decide merits, eligibility and whether to accept representation.
This is not legal advice or an ethics opinion for your firm. Your own ethics counsel should review the configuration and campaigns before launch. Read the model solicitation rule.
Give intake a clearer handoff.
A quick, no-cost conversation about your goals, where AI can help first, and the next steps we'd recommend.