Industries · Legal & Compliance
Fred for bankruptcy.
Answer client questions, capture cases, and book consultations around the clock, an AI agent that handles sensitive intake with care and never gives legal or financial advice.
Every client, handled with care.
Debt is stressful and people considering bankruptcy are often overwhelmed. Fred answers the general questions, captures the consultation request with care, and books your team, while chapter selection, eligibility, and advice stay with an attorney.
What Fred does
- Answers process, options, and general education
- Captures consultation requests with care
- Books intro calls and consultations, 24/7
- Routes creditor-deadline matters to your team
When Fred hands off to you
- A request to advise on Chapter 7 vs 13
- An eligibility or means-test question
- A creditor lawsuit or wage garnishment
- A client ready to speak with an attorney
What Fred won’t do
- Advise on chapter selection or eligibility
- Give legal or financial advice over chat
- Evaluate a specific situation or its outcome
Pre-configured for bankruptcy and debt-relief firms: process, options, and consultation requests; all advice and eligibility routed to an attorney.
A fresh start. Fred opens the door.
Talk to Fred.
Server-side guardrails
The guardrails you manage in the admin, enforced before Fred replies.
Law is one of the few places where a confident wrong answer is malpractice, not just a bad lead. This is the compliance panel you manage in the admin: the industry pack automation, your own custom rules, and the hard limits Fred holds no matter how it’s asked. All of it is enforced in code before a word reaches the visitor. Not a suggestion in a prompt a clever question can talk around.
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. National Domestic Violence Hotline: 1-800-799-7233 (24/7) National Child Abuse Hotline: 1-800-422-4453 (24/7) A member of our team has been notified and will reach ou… | 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
The boundaries Fred holds, no matter how a visitor asks.
- Never give legal advice or recommend a course of action
- Never evaluate a case, estimate its value, or assess a deadline
- Never 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.
Every conversation lands in your CRM with a lead score, a purchase probability, and a plain-language summary. The active creditor matter and the ready-to-engage client get routed before the general question, so your team reaches the people facing deadlines first.
Bankruptcy questions.
Will Fred advise on which chapter to file?
No. Chapter selection and eligibility require an attorney. Fred shares general information and routes anything specific to your team. That boundary is enforced in code before Fred ever speaks, not suggested in a prompt a clever question can talk around.
Can Fred give legal or financial advice?
No. Advice on a specific situation requires a licensed professional. Fred captures the consultation request and books your team.
How does Fred handle a stressed caller?
With care. Fred answers general questions, captures the request without pressure, and routes creditor-deadline matters to your team fast.
Can it book consultations?
Fred captures the lead and routes or books the consultation in seconds. 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.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.