Win More Clients with Iris AI Engage

Iris is extensively trained on your specific practice areas, legal terminology, and firm protocols to ensure professional and accurate interactions. It understands case sensitivities, can appropriately screen for conflicts of interest, and knows which questions to ask based on practice area. The AI maintains absolute confidentiality and can recognize urgent matters that require immediate attorney attention versus those that can be scheduled. It's designed to represent your firm's professional standards while capturing critical information that helps you prepare for consultations.

Absolutely! Iris integrates with your existing calendar system (Clio, Rocket Matter, LawMatics, or standard calendar tools) to access real-time availability. It can book initial consultations according to your preferences—whether that's offering free 15-minute screenings or scheduling paid hour-long consultations. Iris understands your scheduling rules, such as leaving preparation time between appointments or specific days for certain case types. It automatically sends confirmation emails or texts with your firm's intake forms, directions to your office, or virtual meeting links, streamlining the entire process.

After-hours lead capture is where Iris truly excels for legal practices. Legal emergencies don't wait for business hours, and Iris ensures you never miss these critical opportunities. For urgent matters like criminal arrests or immediate injunctions, Iris can follow your custom protocols—whether that's texting you directly, forwarding calls to your emergency line, or scheduling the earliest possible consultation while collecting vital information. For non-urgent after-hours inquiries, Iris captures complete details and schedules follow-ups, giving you a significant advantage over firms that rely on voicemail or call-back promises.

Iris conducts thorough client intake by following your firm's specific workflow. It asks the right questions based on practice area—gathering accident details for personal injury cases, relationship information for family law matters, or business specifics for corporate clients. All information is securely captured, organized, and delivered to your CRM or case management system, creating new client records automatically. This preparation means you can review case details before consultations, allowing for more productive client meetings. Iris can also send digital intake forms and follow up on incomplete submissions.

Yes, Iris is designed with legal ethics in mind. It includes appropriate disclaimers about attorney-client relationships, clearly identifies itself as an AI assistant, and follows proper conflict checking protocols. All communications are encrypted and confidential, meeting data security standards. Iris knows never to give legal advice and is programmed to recognize when matters require immediate attorney attention. Your custom implementation can include jurisdiction-specific disclaimers and ethical guidelines. As with any tool, you maintain oversight of how Iris represents your practice.