AgentMySite
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For law firms

Answer enquiries while your office is closed.

It answers from your firm's own pages, books a first consultation once the visitor confirms, and passes the summary to your intake team as a ticket.

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Answers only from your firm's own content. Not legal advice.

Not legal adviceMuted · 26s · loops
Hale & Price adds its pages, a booking action and Zendesk in the admin, then a visitor books a consultation and the summary goes to the intake team.

Set up · in the admin

  1. Add your firm’s pages
  2. Add consultation booking
  3. Hand off to your intake team

In action · on your site

  1. Visitor asks
  2. Answers, no advice
  3. Confirms the booking
  4. Booked and handed off

Set up in the admin, then watch it on Hale & Price's site. Select a chapter to jump.

How it works

Enquiry to consultation in four steps.

The same steps the demo shows. Select one to jump the clip to it.

  1. Set up

    Add your firm's pages

    Documents → Add from sitemap

    Import practice areas, fees and FAQ pages. They reach Ready in seconds.

  2. Set up

    Add consultation booking

    Tools → Add tool

    Register book_consultation with Require confirmation: Always.

  3. Set up

    Connect your intake team

    Integrations → Zendesk

    Connect Zendesk, choose where tickets go, and turn on Offer support in the chat.

  4. In action

    Visitors get answers, then a booking

    Your site

    It answers from your pages, books once the visitor confirms, and hands the summary to your team.

Use cases

Every enquiry gets a reply.

  • Answers about your services

    Practice areas, fees and process, from your own pages.

  • Book a first consultation

    Through your booking system, once the visitor confirms.

  • Intake summary as a ticket

    Your intake team gets a Zendesk ticket with the conversation.

  • A clear disclaimer up front

    Your welcome message says it doesn't give legal advice.

  • Evenings and weekends

    It answers on your site whenever an enquiry comes in.

  • See what people ask

    Questions your pages don't cover show up under Unanswered.

Products it uses

One assistant, the agents you need.

All agents share one admin and one widget.

Integrations

Works with your intake tools.

  • Zendesk Works with
  • Freshdesk Works with
  • Microsoft Teams Works with
  • Your booking system Connect with AgentActions

Connect your own booking or case system with AgentActions: your developer adds one handler.

Request an integration

Trust and guardrails

Careful by design.

  • Answers only from your content It answers from the pages and files you add, and says when it doesn't know instead of guessing.
  • Nothing changes without a yes Actions that change something show a confirm card first, and run only after the person taps Confirm.
  • Hands off to a person When your team should answer, it offers a Zendesk ticket with the summary. It is a ticket, not a live chat.
  • Kept separate per account Content and conversations are isolated per account. The widget runs in a sandboxed iframe, only on your allowed domains.
  • Who processes messages Anthropic, our AI provider, processes visitor messages, the relevant passages and tool results to write each answer. Conversations are stored with your account.

What it won't do

  • Give legal advice or assess a case
  • Guess when your pages don't cover it
  • Book anything without the visitor's confirmation
  • Run conflict checks. Your team does that from the ticket

Need a data processing agreement or a security questionnaire? DPA on request.

Read the security model Ask for a DPA

FAQ

Questions about AgentMySite for law firms.

Can't find it? Ask the assistant on this page, it runs on AgentMySite.

Will it give legal advice?

No. It answers only from your firm's own content, says when it doesn't know, and offers to pass the question to your team. Put the disclaimer in your welcome message too. Welcome message

Can it run conflict checks?

No. Your team does that from the ticket before the consultation.

Where do bookings go?

To your own booking system, through an action your developer registers. The visitor confirms every booking first. AgentActions

Who sees the conversation?

Your team, in the admin and on the ticket. Anthropic, our AI provider, processes the messages to write answers. Security model

Can a visitor talk to a lawyer in the chat?

Not live. The assistant passes the summary to your team as a ticket, and your team replies from there.

What counts as a credit?

Every reply is 1 credit. A booking or a ticket adds 1 more. Credits and billing

Pay per reply, not per person.

Every reply is 1 credit. A booking or a ticket adds 1 more.

Start on Free. Add consultation booking on Starter.

  • Actions from Starter
  • Free plan to start
See pricing

Answer enquiries tonight, not on Monday.

Start free, or try the live demo on your own site first. No credit card.

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