FAQs
Last updated: Septempber 2025
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.
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.
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 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 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.
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.
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.
How can I personalize it?
Retriever is fully customizable. You control how it speaks, what it asks, and which details it collects. You can upload your own FAQs, define lead qualification criteria, and create different workflows for each practice area — ensuring it reflects your unique way of working.
How can I personalize it?
Retriever is fully customizable. You control how it speaks, what it asks, and which details it collects. You can upload your own FAQs, define lead qualification criteria, and create different workflows for each practice area — ensuring it reflects your unique way of working.
How can I personalize it?
Retriever is fully customizable. You control how it speaks, what it asks, and which details it collects. You can upload your own FAQs, define lead qualification criteria, and create different workflows for each practice area — ensuring it reflects your unique way of working.
How can my users get access to it?
Your clients can easily access Retriever through a personalized chat link or an embedded widget on your website. They simply click to start a conversation with your AI assistant — no downloads or logins required. You can also share the link by email, text message, or social media, allowing clients to reach you from wherever they are, anytime.
How can my users get access to it?
Your clients can easily access Retriever through a personalized chat link or an embedded widget on your website. They simply click to start a conversation with your AI assistant — no downloads or logins required. You can also share the link by email, text message, or social media, allowing clients to reach you from wherever they are, anytime.
How can my users get access to it?
Your clients can easily access Retriever through a personalized chat link or an embedded widget on your website. They simply click to start a conversation with your AI assistant — no downloads or logins required. You can also share the link by email, text message, or social media, allowing clients to reach you from wherever they are, anytime.
Is my client's data secure?
Absolutely. Data security and confidentiality are at the core of Retriever’s design. We are SOC 2 certified, perform regular penetration testing, and have zero data retention agreements with AI providers. No client information is ever stored at or accessible by third parties for human review.
Is my client's data secure?
Absolutely. Data security and confidentiality are at the core of Retriever’s design. We are SOC 2 certified, perform regular penetration testing, and have zero data retention agreements with AI providers. No client information is ever stored at or accessible by third parties for human review.
Is my client's data secure?
Absolutely. Data security and confidentiality are at the core of Retriever’s design. We are SOC 2 certified, perform regular penetration testing, and have zero data retention agreements with AI providers. No client information is ever stored at or accessible by third parties for human review.
What if I practice in multiple areas?
No problem. Retriever supports multiple practice areas at once. You can create separate workflows, question sets, and criteria for each, and Retriever will automatically route conversations based on the client’s responses.
What if I practice in multiple areas?
No problem. Retriever supports multiple practice areas at once. You can create separate workflows, question sets, and criteria for each, and Retriever will automatically route conversations based on the client’s responses.
What if I practice in multiple areas?
No problem. Retriever supports multiple practice areas at once. You can create separate workflows, question sets, and criteria for each, and Retriever will automatically route conversations based on the client’s responses.
I didn’t see my practice area in your examples. Can I still use it?
Sure. Retriever is flexible and can be tailored to virtually any area of law. You can define your own questions and workflows to make it fit your exact needs, regardless of how specialized your practice is.
I didn’t see my practice area in your examples. Can I still use it?
Sure. Retriever is flexible and can be tailored to virtually any area of law. You can define your own questions and workflows to make it fit your exact needs, regardless of how specialized your practice is.
I didn’t see my practice area in your examples. Can I still use it?
Sure. Retriever is flexible and can be tailored to virtually any area of law. You can define your own questions and workflows to make it fit your exact needs, regardless of how specialized your practice is.
Can it answer questions about myself?
Yes. You can preload information about your firm, background, and contact details, so Retriever can accurately respond to common questions about you or your practice — keeping your message consistent and professional.
Can it answer questions about myself?
Yes. You can preload information about your firm, background, and contact details, so Retriever can accurately respond to common questions about you or your practice — keeping your message consistent and professional.
Can it answer questions about myself?
Yes. You can preload information about your firm, background, and contact details, so Retriever can accurately respond to common questions about you or your practice — keeping your message consistent and professional.
Can it respond with information from third-party sources?
Yes. When enabled, Retriever can pull information from trusted external sources, such as government or regulatory websites, ensuring clients receive accurate and up-to-date answers.
Can it respond with information from third-party sources?
Yes. When enabled, Retriever can pull information from trusted external sources, such as government or regulatory websites, ensuring clients receive accurate and up-to-date answers.
Can it respond with information from third-party sources?
Yes. When enabled, Retriever can pull information from trusted external sources, such as government or regulatory websites, ensuring clients receive accurate and up-to-date answers.
Can my users upload documents? Can they be analyzed automatically?
Yes. Clients can securely upload documents during the conversation. Retriever can automatically extract key details and guide the conversation accordingly. it can also summarize contents and highlight what’s most relevant — saving you time before the first consultation.
Can my users upload documents? Can they be analyzed automatically?
Yes. Clients can securely upload documents during the conversation. Retriever can automatically extract key details and guide the conversation accordingly. it can also summarize contents and highlight what’s most relevant — saving you time before the first consultation.
Can my users upload documents? Can they be analyzed automatically?
Yes. Clients can securely upload documents during the conversation. Retriever can automatically extract key details and guide the conversation accordingly. it can also summarize contents and highlight what’s most relevant — saving you time before the first consultation.
Can it be used for phone calls?
Not yet — but phone support is coming soon. We’re actively developing a voice-enabled version of Retriever that will allow it to handle incoming client calls with the same intelligence and personalization as chat. This will make it even easier for clients to reach you through any channel.
Can it be used for phone calls?
Not yet — but phone support is coming soon. We’re actively developing a voice-enabled version of Retriever that will allow it to handle incoming client calls with the same intelligence and personalization as chat. This will make it even easier for clients to reach you through any channel.
Can it be used for phone calls?
Not yet — but phone support is coming soon. We’re actively developing a voice-enabled version of Retriever that will allow it to handle incoming client calls with the same intelligence and personalization as chat. This will make it even easier for clients to reach you through any channel.
Can it be white-labeled?
Yes. Retriever can be fully white-labeled with your firm’s branding, logo, and tone of voice. Clients will interact directly with your branded assistant, ensuring a seamless and professional experience that feels entirely your own.
Can it be white-labeled?
Yes. Retriever can be fully white-labeled with your firm’s branding, logo, and tone of voice. Clients will interact directly with your branded assistant, ensuring a seamless and professional experience that feels entirely your own.
Can it be white-labeled?
Yes. Retriever can be fully white-labeled with your firm’s branding, logo, and tone of voice. Clients will interact directly with your branded assistant, ensuring a seamless and professional experience that feels entirely your own.
How can I pull data into my CRM or CMS?
Retriever can integrate with your existing CRM or case management system to automatically transfer client information, intake summaries, and uploaded documents. This ensures all client interactions are seamlessly captured in your workflow without any manual data entry.
How can I pull data into my CRM or CMS?
Retriever can integrate with your existing CRM or case management system to automatically transfer client information, intake summaries, and uploaded documents. This ensures all client interactions are seamlessly captured in your workflow without any manual data entry.
How can I pull data into my CRM or CMS?
Retriever can integrate with your existing CRM or case management system to automatically transfer client information, intake summaries, and uploaded documents. This ensures all client interactions are seamlessly captured in your workflow without any manual data entry.