Industries · Legal & Compliance
Fred for business & corporate law.
Answer client questions, capture matters, and book your team around the clock. Configure guardrails for your business and reserve professional decisions for your team.
Every matter, captured and routed.
A founder or operator has a contract, a formation question, or a dispute, and they want to know if you can help and how you work. Fred answers the general questions, qualifies and captures the matter, and books your team, while drafting and advice stay with an attorney.
What Fred does
- Answers practice areas, process, and general questions
- Captures and qualifies business matters
- Books consultations and intro calls, 24/7
- Routes time-sensitive matters to your team
When Fred hands off to you
- A request to draft or review a contract
- Advice on a specific business or legal matter
- A dispute, litigation, or compliance question
- A client ready to engage your firm
What Fred won’t do
- Draft or review contracts over chat
- Give business or legal advice
- Evaluate a specific matter or its risk
Pre-configured for business and corporate firms: formation, contracts, and general counsel inquiries; all drafting and advice routed to an attorney.
Business never stops. Neither does Fred.
Talk to Fred.
Server-side guardrails
Example rules to review and configure for your deployment.
Law is one of the few places where a confident wrong answer is malpractice, not just a bad lead. The panel below illustrates industry rules, custom rules, and intended boundaries. Configured checks target recognized patterns; they can miss context or flag harmless content. Confirm the active rules and test them for your deployment. Example messages are illustrative and must be adapted to your services and escalation workflow.
Automated Guardrail Actions
Pack rules enforced in addition to baseline protections.industry.legal-services
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| leg-emergency | ESCALATE | S4 | input | If you or someone else is in immediate danger, call 911 now. Contact your chosen support service or our office directly; do not wait for a reply in this chat. | contains: being abused, domestic violence, domestic abuse +18 |
| leg-no-legal-advice | DENY | S3 | output | I can share general legal information, but I'm not able to provide legal advice, evaluate your situation, or recommend a course of action. That requires an attorney who understands the specific facts of your case and the laws i… | contains: you should file, you should sue, you need to file +27 |
| leg-no-case-evaluation | DENY | S3 | output | I can't evaluate your specific case, estimate potential outcomes, or assess deadlines that apply to your situation. Case evaluation requires an attorney to review the facts, applicable law, and jurisdiction-specific rules. Woul… | contains: your case is worth, worth approximately, typical settlement is +17 |
| leg-no-confidential-details | ESCALATE | S3 | input | I appreciate you sharing details, but for the protection of your case, sensitive information should be discussed directly with an attorney rather than through this chat. Attorney-client privilege may not extend to this conversa… | contains: here's what happened, let me tell you what happened, the details of my case +19 |
| leg-no-document-preparation | DENY | S3 | output | I can't draft, prepare, or provide templates for legal documents. Document preparation for your specific situation constitutes the practice of law and must be handled by a licensed attorney. Would you like to schedule a consult… | contains: here is a draft, here's a template for, sample contract +18 |
| leg-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with someone who can address this directly. If your concern involves missed deadlines or representation issues, it's important that we address this promptly. A team member will foll… | contains: speak to manager, talk to manager, file a complaint +18 |
| leg-consultation-escalate | ESCALATE | S2 | input | I'd be happy to connect you with our team to schedule a consultation. A staff member will reach out to discuss your situation, our practice areas, and next steps. | contains: schedule a consultation, book a consultation, free consultation +21 |
| leg-disclaimer | DISCLAIMER | S2 | output | contains: attorney, lawyer, legal +24 |
Hard limits
Intended boundaries for the configured rules. Detection and handoff are not guaranteed.
- Do not give legal advice or recommend a course of action
- Do not evaluate a case, estimate its value, or assess a deadline
- Do not draft, prepare, or template a legal document
- Keeps confidential case details out of chat and routes them to an attorney
Your custom rules
Layered on top of the pack, unique to your firm. No developer required.
The pack is the starting line, not the ceiling. Every deployment can add its own rules in the admin, block, warn, or just log on any phrase you choose, in either phase, with your own response message. They run right alongside the pack.
- BLOCKoff-topic requests that have nothing to do with your firm
- WARNbefore anyone shares confidential case details in chat
- LOGwhen a caller asks about a specific attorney or matter
These industry rules stack on top of the always-on baseline, your region’s privacy and attorney-advertising rules, and macro overlays. See how the guardrail layers work
Know which lead to call back first.
With an enabled integration, Fred can send lead scores and conversation summaries to your system. For example, your team can prioritize the qualified, ready-to-engage matter. Delivery depends on your configuration and the receiving system.
Business law questions.
Will Fred draft or review a contract?
No. Drafting or reviewing contracts is the practice of law and requires an attorney. Fred shares general information and routes the matter to your team. Configure and test the relevant rules; checks can miss phrasing or context.
Can Fred give business legal advice?
No. Advice on a specific matter requires an attorney. Fred qualifies and captures the matter, then books your team.
Does it qualify business leads?
Yes. Fred answers general questions, captures the matter with a clean summary, and routes time-sensitive items to your team fast.
Can it book consultations?
Fred captures inquiry details and sends them through your configured handoff. Delivery timing depends on the integration and receiving system. Direct calendar booking depends on the scheduling tools you already run. Our training videos show you how to connect them, or you can add a paid setup.
Answer every client. Stay in your lane.
Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.