Law firms and in-house legal ops use ClarityCompanion to handle new client intake, run conflict checks, schedule counsel, and answer retainer questions, with privilege handled correctly from the first second.
Legal Use Cases
Designed for Canadian law firms, boutique and full-service, and for in-house legal teams at regulated enterprises.
Captures matter type, jurisdiction, opposing party, and the facts summary. Opens a prospective matter in your practice management system with all the fields filled in, ready for a lawyer to accept or decline.
Compatible with Clio, PracticePanther, Cosmolex, and Actionstep.
Before the intake even finishes, the AI has run the name and matter against your conflict database and flagged anything worth a human review. No missed conflicts from a rushed intake form.
Law Society conduct rules-aware.
"I need to speak to my lawyer before Friday." AI checks counsel's calendar, offers slots, handles rescheduling, sends confirmations. Works around court dates, blocks, and firm-wide blackouts.
Respects billable-hour and court-blackout windows.
Balance on trust, outstanding invoices, payment methods, retainer replenishment. Answered against your accounting system in real time, without the bookkeeper fielding every call.
Trust-account aware for Law Society compliance.
Legal-Grade Compliance
The difference between a generic AI and an AI for legal is how it treats the first word a prospective client says.
The AI treats intake conversations as potentially privileged from the first utterance. Transcripts are tagged, access-restricted, and redactable before any human review.
Solicitor-client communications stay in Canadian cloud regions. No US subprocessors, no cross-border discovery exposure.
Scripts and escalation logic reviewed against LSO and provincial Law Society rules on advertising, unauthorized practice, and client intake. Configurable per jurisdiction.
Default retention can be set to match your firm's records-management policy. Zero-retention mode available for high-sensitivity practice areas (family, criminal, immigration).
Live Demo
Intake is where firms win or lose new business. Clear the first call without a paralegal, and keep the lawyer's calendar clean.