Why Retriever

Attorneys waste valuable hours talking to unqualified clients or gathering repetitive information.

Deep customization for every attorney.

Tailor Retriever to your exact needs — from practice-area–specific questions to client-qualification rules and answering frequently asked questions.

Deep customization for every attorney.

Tailor Retriever to your exact needs — from practice-area–specific questions to client-qualification rules and answering frequently asked questions.

Smart client conversations powered by AI

Retriever chats with your clients, asks the right questions, and collects key details — saving you hours of repetitive intake work.

Smart client conversations powered by AI

Retriever chats with your clients, asks the right questions, and collects key details — saving you hours of repetitive intake work.

Instant case summaries with goal signals

You get concise AI-generated summaries with clear positive and negative signals to help you decide whether to take the case.

Instant case summaries with goal signals

You get concise AI-generated summaries with clear positive and negative signals to help you decide whether to take the case.

Try the demo chat

Pick your practice area using the buttons below — we’ll tailor the assistant to that field and then open the demo chat for you. Our AI adapts to your specialization to help you qualify clients faster and manage your workload efficiently. Just start typing — the chat will guide you.

Why Retriever

Attorneys waste valuable hours talking to unqualified clients or gathering repetitive information.

Deep customization for every attorney.

Tailor Retriever to your exact needs — from practice-area–specific questions to client-qualification rules and answering frequently asked questions.

Smart client conversations powered by AI

Retriever chats with your clients, asks the right questions, and collects key details — saving you hours of repetitive intake work.

Instant case summaries with goal signals

You get concise AI-generated summaries with clear positive and negative signals to help you decide whether to take the case.

Try the demo chat

Pick your practice area using the buttons below — we’ll tailor the assistant to that field and then open the demo chat for you. Our AI adapts to your specialization to help you qualify clients faster and manage your workload efficiently. Just start typing — the chat will guide you.

Who Uses Retriever

Retriever is trusted by attorneys across multiple practice areas

Our AI assistant adapts to your specialization — helping you qualify clients faster and manage your workload efficiently.

Don’t see your practice area?

Who Uses Retriever

Retriever is trusted by attorneys across multiple practice areas

Our AI assistant adapts to your specialization — helping you qualify clients faster and manage your workload efficiently.

Don’t see your practice area?

Custom Chat Setup

Personalize Retriever to fit your needs and style

Let it be you. Easily control what information to collect, how to run assessments, how to communicate with clients, and how to respond to common questions. Retriever adapts to your workflow and speaks your language.

an image of the Retriever “Personalization” settings panel showing options for customizing client messages. The interface includes sections for Assistant Customization, a Welcome Message editor with sample text, and Save or Cancel buttons on the bottom
an image of the Retriever “Personalization” settings panel showing options for customizing client messages. The interface includes sections for Assistant Customization, a Welcome Message editor with sample text, and Save or Cancel buttons on the bottom

Custom Chat Setup

Personalize Retriever to fit your needs and style

Let it be you. Easily control what information to collect, how to run assessments, how to communicate with clients, and how to respond to common questions. Retriever adapts to your workflow and speaks your language.

an image of the Retriever “Personalization” settings panel showing options for customizing client messages. The interface includes sections for Assistant Customization, a Welcome Message editor with sample text, and Save or Cancel buttons on the bottom
an image of Retriever’s chat embedding setup, showing how to generate and copy an HTML embed code to integrate the AI assistant into a website. The interface includes options to require client registration and customize button color.
an image of Retriever’s chat embedding setup, showing how to generate and copy an HTML embed code to integrate the AI assistant into a website. The interface includes options to require client registration and customize button color.

Seamless integration

Plug Retriever seamlessly into your existing tools

  1. Embed the Retriever plugin into your website.

  1. Let Retriever send you emails or automatically sync data directly with your CRM or case management system.

  1. Take it from there using your existing toolset.

an image of Retriever’s chat embedding setup, showing how to generate and copy an HTML embed code to integrate the AI assistant into a website. The interface includes options to require client registration and customize button color.

Seamless integration

Plug Retriever seamlessly into your existing tools

  1. Embed the Retriever plugin into your website.

  1. Let Retriever send you emails or automatically sync data directly with your CRM or case management system.

  1. Take it from there using your existing toolset.

enterprise privacy and security

Work confidently - your clients’ data is protected

Retriever is built with enterprise-grade security from the ground up. We maintain SOC 2 compliance, use only zero data retention processing, and perform regular penetration testing to ensure your client's data stays safe, private, and fully under your control.

Retriever’s enterprise security section showing the Retriever logo alongside an SOC 2 compliance badge, emphasizing that all client data is protected with zero data retention and rigorous security testing.
Retriever’s enterprise security section showing the Retriever logo alongside an SOC 2 compliance badge, emphasizing that all client data is protected with zero data retention and rigorous security testing.

enterprise privacy and security

Work confidently - your clients’ data is protected

Retriever is built with enterprise-grade security from the ground up. We maintain SOC 2 compliance, use only zero data retention processing, and perform regular penetration testing to ensure your client's data stays safe, private, and fully under your control.

Retriever’s enterprise security section showing the Retriever logo alongside an SOC 2 compliance badge, emphasizing that all client data is protected with zero data retention and rigorous security testing.

pricing

Monthly plans

Monthly plans

Unlock the full power of Retriever with a single, all-inclusive subscription that fits your current needs.

Professional

$250/month

50 clients included

Each next client - $5

Premium

$500/month

250 clients included

Each next client - $2

Enterprise

$1000/month

1000 clients included

Each next client - $1

FAQ

Why should I use it?

Retriever saves you time by automating your initial client conversations. It collects essential case details, answers common client questions, and helps you qualify leads before they reach your desk. This means fewer hours spent on intake and more time on high-value legal work — while giving your clients a faster, more professional first experience.

How does this work?

Retriever works as a chat with your personalized AI agent. You configure it once by selecting your practice areas, defining what information to collect, and customizing its tone and responses. When a potential client starts a conversation, Retriever guides them through tailored questions in real time, gathers all relevant details, reviews any uploaded documents, and organizes everything for your review. It can even help you assess whether the case meets your intake criteria before you speak with the client. Once the conversation is finished, you’ll receive an email notification with a summary of the client’s responses so you can review the case right away.

How do I set it up?

Setting up Retriever takes just a few minutes. You’ll: 1. Choose your practice areas. 2. Specify what details you want Retriever to collect. 3. If applicable, specify how to assess your client. 4. Customize tone and responses to reflect your voice and firm’s brand. 5. Add your own FAQs or preset answers for client questions. Once complete, you’ll get an embed code to place on your website or a personalized link to share directly with clients. Retriever starts working for you immediately.

FAQ

Why should I use it?

Retriever saves you time by automating your initial client conversations. It collects essential case details, answers common client questions, and helps you qualify leads before they reach your desk. This means fewer hours spent on intake and more time on high-value legal work — while giving your clients a faster, more professional first experience.

How does this work?

Retriever works as a chat with your personalized AI agent. You configure it once by selecting your practice areas, defining what information to collect, and customizing its tone and responses. When a potential client starts a conversation, Retriever guides them through tailored questions in real time, gathers all relevant details, reviews any uploaded documents, and organizes everything for your review. It can even help you assess whether the case meets your intake criteria before you speak with the client. Once the conversation is finished, you’ll receive an email notification with a summary of the client’s responses so you can review the case right away.

How do I set it up?

Setting up Retriever takes just a few minutes. You’ll: 1. Choose your practice areas. 2. Specify what details you want Retriever to collect. 3. If applicable, specify how to assess your client. 4. Customize tone and responses to reflect your voice and firm’s brand. 5. Add your own FAQs or preset answers for client questions. Once complete, you’ll get an embed code to place on your website or a personalized link to share directly with clients. Retriever starts working for you immediately.

FAQ

Why should I use it?

Retriever saves you time by automating your initial client conversations. It collects essential case details, answers common client questions, and helps you qualify leads before they reach your desk. This means fewer hours spent on intake and more time on high-value legal work — while giving your clients a faster, more professional first experience.

How does this work?

Retriever works as a chat with your personalized AI agent. You configure it once by selecting your practice areas, defining what information to collect, and customizing its tone and responses. When a potential client starts a conversation, Retriever guides them through tailored questions in real time, gathers all relevant details, reviews any uploaded documents, and organizes everything for your review. It can even help you assess whether the case meets your intake criteria before you speak with the client. Once the conversation is finished, you’ll receive an email notification with a summary of the client’s responses so you can review the case right away.

How do I set it up?

Setting up Retriever takes just a few minutes. You’ll: 1. Choose your practice areas. 2. Specify what details you want Retriever to collect. 3. If applicable, specify how to assess your client. 4. Customize tone and responses to reflect your voice and firm’s brand. 5. Add your own FAQs or preset answers for client questions. Once complete, you’ll get an embed code to place on your website or a personalized link to share directly with clients. Retriever starts working for you immediately.