Intake
Respond without giving legal advice
Penny identifies the broad matter type, location, deadline, opposing parties, and contact details using questions approved by the firm.
PennyReply for law firms
Capture potential-client intake without pretending to be a lawyer.
Penny collects neutral intake details, practice-area fit, deadlines, and contact preferences while avoiding legal advice, confidentiality promises, and attorney-client relationship claims.
Example law firms inquiry
Illustrative workflow · configured per business
got served papers today can your firm help me
I can collect a few intake details for the firm, but I can’t provide legal advice or confirm representation. What type of matter is listed on the papers, what state is it in, and is there a deadline shown? Please avoid sharing highly sensitive information in chat.
Safety-sensitive and uncertain requests stay with your team.
The workflow
From first message to a useful next step.
Screen
Support the firm's review process
Practice-area and geography rules can route requests, but conflict checks, case viability, and representation decisions remain with staff.
Schedule
Book eligible consultations
Consultations use configured availability, fee rules, and confirmation steps without creating an attorney-client relationship in chat.
What Penny learns from you
Penny uses the information stored and approved in that business's workspace.
- Practice areas and jurisdictions served
- Neutral intake questions
- Consultation types and approved fees
- Office hours and consultation availability
- Required disclaimers and escalation rules
- Approved document-upload instructions
What stays with a person
Handoff rules keep judgment calls from becoming confident-sounding guesses.
- Legal advice, strategy, deadlines, or rights analysis
- Conflict checks and representation decisions
- Highly sensitive, privileged, or emergency matters
- Fee disputes, complaints, or requests for outcome guarantees
Questions from law firms teams.
Does chatting with Penny create an attorney-client relationship?
No. Penny only supports intake and scheduling. The firm must complete its review and expressly confirm any representation.
Can Penny tell someone whether they have a case?
No. Case assessment and legal advice stay with a qualified attorney. Penny can collect the facts the firm requests for review.
Can it run a conflict check?
Penny can collect names the firm needs, but the actual conflict check and any related decision remain with authorized firm staff.