Explain your public services
Publish practice areas, office information and the way to request an initial conversation. AI should not invent advice or promise representation.
Built around your business
A better first conversation with your firm.
Organize public service inquiries and callback requests so the right person can handle intake. Keep legal advice and engagement decisions with the firm.
A connected support dayThe next person
The next person
gets the whole story.
A prospective client asks whether the firm handles a type of matter and later phones the office. Staff can continue the inquiry with the earlier context in view.
Related history and a shared working Inbox help the team pick up the request with context. Internal Team conversations keep colleagues close to the answer.
Explore this part of Message →For Legal servicesUseful work.
Useful work.
Clear next steps.
Build around the requests your team already handles. Start with the knowledge, channels and handoffs that make those conversations easier.
Collect only what intake needs
Guide the visitor to the firm’s chosen intake process. Avoid asking for detailed confidential case information in a public support channel.
Route the callback
Share the request with the appropriate colleague and include the conversation link. Conflict checks and engagement decisions remain with authorized staff.
Keep the promise visible
Use an internal follow-up for a promised callback. Acknowledging or completing the task stops unnecessary reminders.
Teach it your businessGood answers start
Good answers start
with your knowledge.
Scan your website or answer the onboarding interview. Review the drafts, publish approved answers and set company-specific guidance for AI. Connect only the sources that belong in this workspace.
See how Message AI learns →“Does your firm handle this type of matter?”
“How do I request an initial call?”
“Can the person I spoke to call me back?”
Connected context
Bring the relevant tools.
Choose connections for your workflow. Open each guide to see its actual capabilities, required permissions and setup.
Start with one real requestMake the trial
Make the trial
look like your workday.
Connect one channel, publish a small set of approved answers and invite the people who will use the workspace. Test the experience from both sides of the conversation.
- Ask a routine question your team answers every day
- Try a request that needs customer verification
- Ask for a person and review the handoff
- Continue the request through a second channel
Before you start
A few useful answers.
Does AI arrive knowing our legal services business?
No. Build its knowledge from your approved information and connected sources. Review generated articles, configure company guidance and test your actual questions before enabling customer-facing replies.
Can a person take over?
Yes. Your team can handle requests that need judgment, authorization or information AI does not have. Use assignments, internal discussion and customer history to give the next person the context.
Does every connected system allow AI to make changes?
No. Read-only connections provide permitted information; they do not authorize refunds, cancellations, account changes or other actions. Check each connector’s capabilities and keep decisions with the appropriate person or system.
What does a workspace cost?
Chat, Tickets or Phones start at $5/month each with five human support agents included. Support is $10 and Business is $15. Additional services, AI add-ons and usage can be charged separately. The pricing page explains the starting costs.