Playbook · Dan Latham · Updated 16 September 2026

Law firm intake, conservatively

Firms will pay for faster intake. They will not pay for hallucinated advice. The playbook is a short capture path, website answers that already exist, and an immediate handover for anything that looks like counsel.

The boundary paragraph

Write it with the firm. What may be repeated from the site. What must never be answered. Who takes the thread. Put that paragraph in the workspace.

Keep the form short

Matter area, location, urgency, contact. Respectful, not a full instruction. Existing clients and deadlines leave AI immediately.

Open the law firm solution

Boundaries and product mapping.

Law firm solution Human Handover

AI receptionist for local businesses Dental clinic receptionist Lead capture that is worth routing Estate agent qualification

Sell the service.

Keep the infrastructure.

Create an agency workspace