SectorsLegal

Legal

Legal teams and firms handle a steady stream of routine, well-defined questions: intake screening, appointment scheduling, and answering the same policy or procedural question for different clients. A flow can absorb that routine layer, grounded in your own documents rather than general legal knowledge.

Where it fits

  • Intake questions and scheduling consultations are repetitive, well-defined interactions that a flow answers consistently over chat, API, or an inbound call.
  • A RAG database grounds an agent's answers in your own firm's documents or published guidance instead of general knowledge, so responses stay tied to what you've actually written.
  • Guardrail nodes let you encode a review or disclaimer policy that runs on every response, since nothing about legal review happens automatically otherwise.

What this looks like

  • A SIP gateway node so prospective clients can call in for intake, with the call sharing session state with any chat interaction on the same agent.
  • A guardrail node carrying whatever disclaimer or scope-of-advice policy your firm requires, checked against input, output, or tool calls before a response goes out.
  • A Table database of matters or intake records that a flow reads and writes directly, with the same data visible to staff through a spreadsheet-style grid.

Frequently Asked Questions