Concierge

Legal Consult Request

Intake forms ask for 'case type' and a phone number. Your concierge asks what happened—the timeline, the key facts, the urgency. Attorneys show up to consultations prepared, intake staff stop playing phone tag, and you stop wasting time on cases that aren't worth pursuing.

1

Paste your form URL

We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.

No credit card required

2

Customize with natural language

Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.

Add conditional logic

If it's a personal injury case, ask about the accident date and medical treatment

If they mention another party's insurance, ask if they've already filed a claim

Add mandatory questions

Always ask for a timeline of events and key dates

Ask if they've spoken to other attorneys about this matter

Guide users based on their answers

If the case is time-sensitive, flag for immediate attorney review

If it's outside our practice areas, provide a polite referral message

3

Add automations

Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.

Example automations

Create a new matter in Clio with all collected details and case type

Add the lead to Lawmatics with qualification score and practice area

Sync contact and case details to MyCase for attorney assignment

Clio
Lawmatics
MyCase
+Any API

Embed your concierge

Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.

Build with AI-assisted code

Use the Perspective MCP Server to replace your current onboarding wizard with an intelligent concierge—directly from Claude Code, Cursor, or Windsurf.
Explore the MCP Server

Experience a legal consult request concierge