For solo and small-firm lawyers
Your practice, run. Your evenings, back.
Concierge handles the administration of your law practice: the client questions between meetings, the new inquiries, the marketing that never gets done. You keep the law.
The part of the job nobody went to law school for
Clients email between meetings with the same questions, and more of them now arrive with an answer from ChatGPT that doesn’t fit your state or your practice.
New inquiries need sorting. Consultations need booking. The blog hasn’t been updated since spring. If you take legal-plan referrals, every one of those emails is time you aren’t paid for.
What Concierge does
Answers routine client questions
From your own articles, handouts and FAQs, in plain English. When a generic AI answer doesn’t fit your state, it says so. Anything about a client’s own situation goes to you.
Takes the first pass at new inquiries
Sorts who needs a consultation, points them to your booking link, and leaves you a short note on each one.
Gets your marketing done
Blog posts, newsletters and client handouts drawn from your own material, delivered as Word files you edit and approve. Plus plain-English website numbers when you want them.
Billing and follow-up, next
We already run invoicing and collections for our own company this way. It’s the next job we’re adding for firms.
Where it stops
- It never gives legal advice. It explains how things generally work, then hands anything specific to you.
- It always tells your clients they’re talking with an AI assistant, not with you.
- Urgent matters, deadlines, a recent death, someone losing capacity: it doesn’t try. It sends the client straight to you.
- It never touches your trust account or moves money.
- You decide how long client questions are kept, and you can see every one.
How it works
- We gather your own material: articles, handouts, the answers you give over and over.
- You get an email address your clients write to, and if you want it, a private portal where they can ask questions any time.
- It answers what your material covers and sends you everything else.
- You email it yourself, like a staff member, when you want a post written or a number pulled.
You don’t log into anything new. We set it up and keep it running.
Already at work
Concierge runs today for a solo estate planning attorney in Northeast Ohio. Her clients get answers from her own material, and her questions log shows her what they’re asking.
Your clients’ information
Every firm gets three short documents at the start: how our AI providers handle data, how the system stores it, and a schedule where you choose how long things are kept. We have data processing agreements with both AI providers we use.
Not ready to hand anything off? Try the free firm workspace, or read my notes for one-lawyer firms.
Want to talk it through?
Email Sage. He’s a law student who has run SageRock since 1999, and he’ll tell you plainly whether this fits your practice.
Pricing depends on how much of the work you hand us. We’ll give you a number after one conversation.