Industries · Legal & Compliance
Fred for legal marketing.
Turn ad clicks into booked consultations around the clock. Configure guardrails for your business and reserve professional decisions for your team.
Every click, captured and compliant.
You spend real money getting a visitor to the page, and what your assistant says next is attorney advertising. Fred answers the general questions, captures and qualifies the lead, and books the consultation, while outcomes, fees, and advice stay with an attorney, the way the advertising rules expect.
What Fred does
- Answers practice areas, process, and what to expect
- Captures and qualifies ad-driven leads, 24/7
- Books consultations from every campaign
- Routes urgent and time-sensitive matters fast
When Fred hands off to you
- A request for legal advice or a case evaluation
- A question about fees or what a case will cost
- A filing deadline or statute question
- An emergency or safety situation
What Fred won’t do
- Guarantee an outcome or promise a win
- Quote fees or promise no-fee arrangements
- Give legal advice or draft documents over chat
Pre-configured for legal marketing and intake: campaign traffic, lead capture, and consultation requests; every claim held to attorney-advertising rules and all advice routed to an attorney.
The ad got them here. Fred books the consult.
Talk to Fred.
Server-side guardrails
Example rules to review and configure for your deployment.
Legal marketing is attorney advertising, where one guaranteed outcome, one fee promise, or one piece of advice from a chatbot becomes a bar complaint. 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-marketing
| Rule ID | Action | Severity | Phase | Message | Triggers |
|---|---|---|---|---|---|
| legal-emergency-escalate | ESCALATE | S4 | input | If you're in immediate danger, call 911. Otherwise, let me connect you with an attorney right away, situations like this are time-sensitive and we want to make sure you're protected. | contains: domestic violence, restraining order, protective order +12 |
| legal-no-advice | DENY | S3 | input | I can't provide legal advice or prepare legal documents, that requires a licensed attorney. Let me connect you with one who can help with your specific situation. | contains: write a contract, draft my will, write my lease +17 |
| legal-no-guarantees | DENY | S3 | output | We can't guarantee legal outcomes. Every case is unique and results depend on the specific facts and law involved. An attorney can evaluate your situation. | contains: guarantee win, we will win, victory is certain +12 |
| legal-no-fee-promises | DENY | S3 | output | Fee arrangements depend on the specifics of your case and must be discussed directly with an attorney. We can set up a consultation to go over costs. | contains: your case will cost, total fee of $, flat fee of $ +12 |
| legal-statute-escalate | ESCALATE | S3 | input | Legal claims have time-sensitive filing deadlines that vary by case type and jurisdiction. Let me connect you with an attorney right away so nothing is missed. | contains: happened years ago, how long do I have to file, statute of limitations +12 |
| legal-complaint-escalate | ESCALATE | S2 | input | I understand your concern. Let me connect you with firm management right away so this can be properly addressed. | contains: report your attorney, bar complaint, malpractice +12 |
| legal-case-intake-escalate | ESCALATE | S2 | input | Let me connect you with an attorney who can evaluate your situation. We offer consultations to help you understand your options. | contains: do I have a case, should I sue, I need a lawyer +24 |
| legal-disclaimer | DISCLAIMER | S2 | output | contains: legal, attorney, lawsuit +12 |
Hard limits
Intended boundaries for the configured rules. Detection and handoff are not guaranteed.
- Do not guarantee an outcome, a win, or a settlement
- Do not quote fees or promise no-fee arrangements
- Do not give legal advice or prepare legal documents
- Configure routing for emergencies, deadlines, and complaints to the firm
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.
- BLOCKoutcome guarantees and fee promises
- BLOCKlegal advice and document-prep requests
- ROUTEqualified leads and urgent matters to the firm
These industry rules stack on top of the always-on baseline, ABA Model Rule 7.1, state bar advertising rules, and UPL law, 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. Delivery depends on your configuration and the receiving system.
Legal marketing questions.
Will Fred promise results or quote fees?
No. Outcome guarantees and fee promises violate attorney-advertising rules like ABA Model Rule 7.1, so Fred refuses both, even when a visitor pushes. Configure and test the relevant rules; checks can miss phrasing or context.
Will Fred give legal advice to a lead?
No. Evaluating a case or advising on a specific situation requires a licensed attorney. Fred shares general information, captures the lead, and routes anything specific to the firm.
Can I add rules for a specific firm or campaign?
Yes. Every install can layer its own custom rules on top of the pack, block a phrase, require a disclaimer, or route a topic, all from the admin with no developer required.
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.
Capture every lead. 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.
