Live demo · Professional services

Talk to Leo: Live Professional Services AI Agent Demo

Try asking…

  • “I was in a car accident — can you help?”
  • “I need to update my will.”
  • “What does a consultation cost?”

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Leo · Carter Lane Legal

Live transcript

The live transcript shows here once the voice demo connects in the full website build.

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What this demo shows

  • Intake by practice area
  • Conflict-check details
  • Consultation booking
  • Urgent escalation

Hear Leo run a personal-injury intake

A prospective client calls after a car accident. The agent opens by saying it can’t give legal advice, then collects intake and conflict details.

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Sample call · Professional services

AI agentCarter Lane Legal, this is Leo, the firm’s AI intake assistant. I can’t give legal advice, but I can take your details and book a consultation. This call may be recorded. How can I help?

CallerI was injured in a car accident last month and the insurance company keeps calling me.

AI agentI’m sorry to hear that. I’ll ask a few questions so the right lawyer can review your situation. What date did the accident happen, and in which state?

CallerAugust 28th, in Texas.

AI agentThank you. To check for conflicts of interest, could you tell me the other driver’s name and their insurance company?

CallerMark Ellis, and it’s Lone Star Mutual.

AI agentThanks. A lawyer will review this and call you today. I can also hold a free 30-minute consultation for tomorrow at 11:00 — would that work?

After-call summaryNew personal-injury inquiry · motor-vehicle accident 28 Aug, Texas · other party and insurer captured → conflict check queued · consultation held for tomorrow 11:00 pending clearance · lawyer callback today (insurer contact)

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