SOFIA & FIRM INTELLIGENCE
Every client conversation, in one place.
Sofia covers the calls your team can't take. Firm Intelligence captures the calls, texts, and meetings your team handles. Everything lands on the same client matter.
01
Sofia, your AI receptionist
Covers the calls your team can't take: after hours, at lunch, while you're in court, or when the receptionist is on another line.
Speaks English and Spanish.
Asks your intake questions, flags urgent matters, and books consultations. No legal advice.
02
Firm Intelligence
Your firm's number on your team's own phones, so personal numbers are never shared.
Calls and texts are recorded where enabled, with disclosures.
Each conversation is summarized into the client's matter.
03
AI meeting notes that file themselves.
Every meeting is summarized straight into the client's matter, with the key points, decisions, and next steps, so nothing lives in someone's notebook or a separate app.
On your team's calls and meetings, the AI only listens. It never speaks.
One client profile. The whole conversation.
Daniel Ortiz · Employment law
CALL
Sofia · after hours · Mon 7:42 PM
AI summary · Intake call: wrongful termination. Severance deadline flagged for attorney review. Consultation booked.
TEXT THREAD
Firm number · 3 messages · Tue 8:05 AM
AI summary · Client sent the severance agreement (PDF); it was attached to the matter. Pay stubs requested.
MEETING
Consultation · AI meeting notes · Tue 10:00 AM
AI summary · Key points: severance terms and HR report date. Decision: review agreement before signing. Next step: request pay stubs. AI listened only.
Illustrative. Fictional data.