Fred for legal & compliance.
Answer callers and capture potential matters around the clock. Fred is designed not to give legal advice or evaluate a case and can route legal decisions to your attorneys.
Answer the caller. Never cross the line.
Legal questions arrive at every hour, often from someone scared and in a hurry, and a confident wrong answer is malpractice, not just a bad lead. Fred answers what it should, captures the case with a clean summary, and refuses to advise, evaluate, or draft. Configured checks have detection limits; test them and monitor the results. The privileged decisions stay with your attorneys, on the record.
What Fred does
- Answers practice areas, process, and general questions
- Captures cases and routes them to the right team
- Books consultations and intake calls, 24/7
- Directs visitors to your firm’s intake channel for confidential case details
When Fred hands off to you
- A request for legal advice or case evaluation
- Anyone wanting a deadline, outcome, or document
- A complaint, bar matter, or confidential detail
- A caller ready to speak with an attorney
What Fred won’t do
- Give legal advice or evaluate a case
- Draft, prepare, or template a legal document
- Promise an outcome or quote a fee over chat
Built for the unauthorized-practice-of-law line. Every privileged decision and case judgment comes from your attorneys, on the record.
Pick your practice area.
Each practice area runs its own guardrail pack, tuned to the rules that practice lives under and its intended boundaries. Confirm the available pack and settings during setup.
Office is closed. Fred’s still working.
Talk to Fred.
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 serious case. Delivery depends on your configuration and the receiving system.
Legal & compliance questions.
Will Fred give legal advice?
No. Evaluating a case, advising on a course of action, or drafting a document is the practice of law and requires an attorney. Fred shares general information and routes anything specific to your team. Configure and test the relevant rules; checks can miss phrasing or context.
Where should visitors share confidential case details?
Visitors should use your firm’s designated intake channel for confidential case details. They can still type sensitive information into general chat. Fred’s refusal and routing rules do not establish attorney-client privilege or prevent every disclosure.
Can Fred draft or evaluate documents?
No. Drafting, templating, and evaluating documents are the practice of law. Fred captures the matter and books your team so it’s handled by an attorney.
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 caller. 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.