The first firm to respond
wins the client.
Lippy is the AI intake agent built for law and financial firms. It answers every lead in seconds, screens conflicts, and books the consult.
Qualified consult booked
Conflict-checked · synced
Built for law firms and financial advisors who can't miss a lead
of legal consumers hire the first attorney who responds
more likely to convert with a 5-minute response
of web-form intakes are abandoned
qualifying data points captured per intake
Integrations
Workswithyourpracticemanagement
Lippy syncs with the case management and calendar tools your firm already runs on.
Clio
MyCase
Smokeball
PracticePanther
Lawmatics
Outlook
Google Calendar
LawPayClio, MyCase, Smokeball and dozens more, plus anything with an API.
Respond first, qualify deeper
It signs the client. Not a voicemail.
Lippy doesn't just take a message. It answers in seconds on every channel, runs your intake script, scores the matter, and books the consultation, so qualified clients land on your calendar.
Responds in seconds, day or night
Leads contacted within 5 minutes are ~21x more likely to convert. Lippy answers voice, text, web, and email in under a minute, 24/7, so you're the first firm to respond.
Runs your intake script
Conversational intake captures 3-5x more than a form. Lippy runs your firm-configurable conditional scripts by matter type and captures 30-50+ qualifying data points.
Scores and routes the matter
Scores lead viability automatically, books the consult when it qualifies, and flags or routes the matters that don't, so attorneys spend time on real cases.
One conversation, every channel
A lead that starts on your site can finish by text and get recapped by email with shared context, without ever repeating themselves.
Compliant and conflict-aware by design
Intake your bar association would approve of.
Most intake vendors bolt on compliance. Lippy leads with it, with conflict checks, UPL guardrails, and TCPA and HIPAA-ready handling on every conversation.
Conflict-aware booking
Collects caller and adverse-party names mid-conversation to run a conflict query before scheduling, booking when clear and routing to a human on a potential hit.
UPL guardrails
Gives legal information, never advice, confirms name and phone, honors opt-outs, and keeps a full audit trail with per-firm AI-disclosure settings.
TCPA + HIPAA ready
Per-instance AI disclosure, consent capture, opt-out and DNC handling, audit logs, and HIPAA-ready PHI capture for PI and mass-tort intake.
Financial-services intake
Captures KYC and suitability data into your CRM, refuses individualized investment advice, and hands off to an advisor for Reg BI determinations.
For your firm
Builtforeverypracticearea
Personal Injury
Family Law
Criminal Defense
Employment
Estate Planning
Mass Tort
Immigration
Business Law
Financial Advisory
And any practice where the first firm to respond signs the client.
How it works
Fromfirstcontacttosignedclient
Fully managed, done for you. Your attorneys focus on cases, we handle intake.
We learn your firm
Your practice areas, intake scripts, qualification criteria, conflict system, jurisdictions, and disclosure rules. We build it around how your firm actually screens and signs clients.
We build & launch your agent
Done-for-you. We craft, test, and tune a hyper-realistic intake agent that runs your scripts, books consultations, and stays compliant. You don't lift a finger.
It signs clients around the clock
Every lead answered in seconds, qualified, conflict-checked, and booked across voice, text, web, and email, day or night. Your team focuses on the matters that matter.
From the firm
Firmsthatrespondfirst,winmore
“We used to lose after-hours leads to whoever called back first. Now every inquiry is answered in seconds and the qualified ones are on our calendar by morning.”
Managing Partner
Personal Injury Firm
“The conflict check before booking was the dealbreaker for us. Lippy runs intake and screens conflicts without tying up a paralegal.”
Partner
Family & Estate Practice
“It runs our intake script better than a new hire and never goes off-message on advice. Our consult calendar has never been fuller.”
Owner
Employment Law Firm
Illustrative of outcomes legal and financial clients report. Individual results vary.
Pricing
Simple, flat pricing
Every plan is fully managed and includes white-glove setup. No per-lead fees, no surprises.
Solo
- 420 minutes/mo
- Inbound only
- 1 agent
- Dedicated support
Team
- 1,000 minutes/mo
- Outbound enabled
- 5 agents
- Dedicated support
Enterprise
- Custom minutes/mo
- Advanced support
- Unlimited agents
- HIPAA BAA
Billed annually. Monthly billing available.
FAQ
Questionsfirmsask
Ready to be the first firm that responds?
See how Lippy answers in seconds, qualifies and conflict-checks every lead, and books consultations across voice, text, web, and email, in a 15-minute demo built around your firm.