Are you giving legal advice?

No. We build systems against the rules that govern your vertical and we document the choices we made, which is engineering, not counsel. Your Bar counsel, compliance officer, or privacy lawyer should review the result. Descriptions on this page are current as of this writing and change frequently.

Can an AI agent do intake for a law firm at all?

Yes, and it is common. The constraints are what matter: it cannot give advice, quote fees, or predict outcomes, and under Rule 4-5.3 the firm remains responsible for supervising non-lawyer assistance, which includes automation. We build the refusals and the supervision points, you own the supervision.

What makes an AI system HIPAA-conscious rather than HIPAA-compliant?

Compliance is a property of your whole practice, not of a vendor's product, so no honest vendor claims to make you compliant. What we control is architecture: no protected health information in SMS or the CRM, refusals on clinical collection, a signed BAA with every processor in the path, and audit trails. That is the part we can guarantee.

Where the engagement puts us in the path of protected health information, yes, and we require it from the platforms underneath as well. Where we can architect so no PHI is touched at all, that is usually the better answer and we will propose it first.

How do you handle call recording consent in Florida?

Florida is a two-party consent state under Fla. Stat. 934.03, so recorded calls open with a disclosure and consent. If consent is not given, the call proceeds unrecorded with a written transcript instead. The disclosure wording is set during the build and version-controlled.

What if my firm practices in more than one state?

Then more than one set of rules applies, and ABA Model Rule 8.5 governs which. Multi-jurisdiction practice is a scoping input that genuinely changes the build, and it is one of the first things we establish rather than discover.

Can you review the compliance of a system someone else built?

Yes. That is often how engagements start: a scan of the existing site and intake against the rules, with each gap tied to the rule that flagged it. For law firms there is a free version at /bar-audit, and vertical equivalents for medical, wealth, and real estate.

Does compliance scripting slow the build down?

It adds a review pass, usually a few days, and the soft launch runs at the longer end. It is dramatically faster than retrofitting, which in practice means rebuilding the script and the data model after something has already gone out to real clients.

Is this a separate service or part of the build?

It is a constraint applied across everything else rather than a module you bolt on. It is listed separately because it is the reason firms in regulated verticals choose us, but you do not buy it alone. It shapes intake, reactivation, ads, reviews, and what the dashboard is allowed to store.

What happens if the rules change?

Templates are version-controlled, so a rule change is an edit and a re-approval rather than an archaeology project. For retainer clients this is part of ongoing operation. For one-time builds we flag it as your responsibility at handover rather than leaving it unsaid.

Premium edge

Legal · Medical · Wealth · Real estate

Intake that knows your rules

Most agencies sell software and leave the compliance question to you. That is the wrong order in a regulated vertical, because the rules decide what the system is allowed to say, store, and automate, and retrofitting them after launch means rebuilding. Before we write a line of code for a law firm, we read the Bar rules. That is not a marketing line, it is how we scope.

Find the leaks first Talk it through

How it works

How the rules get built into the system

This is not a document you receive at the end. It is a set of constraints applied at the start that shape the script, the data model, and what automation is permitted to do without a human.

Chess board and a signed document before a wall of framed institutional buildings, showing rules decided before the first move

We identify which regime actually binds you

Before scoping, we establish what examines your firm: the state bar and which rules, HIPAA and whether a BAA is required, SEC or FINRA, fair housing, or some combination. Multi-jurisdiction practices carry more than one, and that changes the build rather than adding a disclaimer to it.

Prohibited language becomes a hard refusal

Every vertical gets a list of things the system may never say: fee quotes, outcome predictions, clinical opinions, performance claims, statements about neighborhoods. These are implemented as refusals in the agent, not as guidance in a script a person might drift from.

The data boundary is set before anything is wired

We decide, up front, which fields may enter which system. Protected health information does not enter SMS or the CRM. Privileged matter detail does not enter a marketing automation. Drawing that line at configuration is what makes the boundary hold under pressure later.

Escalation points are defined as stopping rules

Every regime has a moment where a human must take over: a request for legal advice, a clinical question, an instruction about an account. Those become triggers that halt automation and route to a named person, rather than judgment calls the software makes in the moment.

Required disclosures are placed where they must appear

Advertising disclaimers, recording consent, privacy notices, and advisory disclosures get placed at the points the rule requires, in both English and Spanish, and are locked so a later edit cannot quietly remove them.

Everything is logged so the posture is provable

Transcripts, approvals, consent records, and template versions are retained. Any firm can claim it is compliant. What matters when someone asks is whether you can show what the system said, to whom, and on what date.

What you get

Everything included in this build

Built in your own accounts, under your own logins. You own the system, the data, and the phone numbers. We operate it.

Most engagements bundle this with 2 to 4 of the other sub-services rather than buying it alone.

Florida Bar advertising rule review of intake copy
HIPAA-conscious patient communication design
BAA-compatible architecture with no PHI in SMS
Real estate disclosure and fair-housing-aware scripts
Family-office discretion and privacy controls
Prohibited-language refusals built into the agent
Defined escalation and stopping rules
Recording-consent handling for two-party states
Localized disclosures in English and Spanish
Template version control and approval archiving
Documentation and audit trails on every interaction
Quiet-hours and opt-out enforcement on outbound

By vertical

The same system, scoped to your rules

The mechanism is the same in every firm. What changes is the script, the disclosures, and what the system is allowed to say or store. That scoping happens before the build, not at review time.

Law firms

Scripts that cannot quote a fee or promise a result

Intake captures the facts and books the consult while refusing to give advice, quote a fee, or predict an outcome. A conflicts check gates advancement. Written communications carry required labeling. The supervision question matters too: automation assisting with intake is non-lawyer assistance and has to be supervised accordingly.

Fla. Bar Rules 4-7.11 to 4-7.22 on advertising and solicitation, 4-7.13 on deceptive communication, and 4-5.3 on responsibilities for non-lawyer assistance.

Concierge and boutique medical

A data boundary the front desk cannot accidentally cross

The intake note your front desk just ran through a chatbot is a HIPAA question with your name on it. We architect so protected health information never enters SMS or the CRM, the agent refuses to collect clinical detail, and a signed BAA covers every vendor in the path before launch.

HIPAA Privacy and Security Rules, 45 CFR Part 164, plus BAA coverage for every processor touching the data path.

Wealth and family offices

Automation that never sounds like advice

If an AI tool touched a client communication, the marketing rule has an opinion about it. Templates carry no performance figures, no recommendations, and no testimonial content without the required disclosure. Discretion is a design constraint: the system acknowledges and schedules, it does not discuss.

SEC Marketing Rule 206(4)-1, FINRA 2210 on communications with the public, and GLBA for client data handling.

Luxury real estate

Fair housing applied to automated copy and targeting

An AI tool writing your listing copy or screening your leads is a fair-housing question you now own. Scripts avoid steering language and demographic questions, ad audiences are built to avoid protected-class proxies, and qualification criteria are reviewed so automated screening does not produce a disparate outcome.

Fair Housing Act and HUD guidance on advertising and targeting, plus state license law and MLS policy on disclosures.

Aday Interactive, Inc. also builds this for accounting and CPA firms, consulting and advisory practices, architecture and design studios, marketing agencies, hospitality groups, multi-location and franchise operators, e-commerce brands, and B2B SaaS teams. See all industries.

What this does not do

This is compliance-aware engineering, not legal advice, and we are not your counsel. We build to the rules as we read them, we document what we did, and we expect your Bar counsel, compliance officer, or privacy lawyer to review it. What we will not do is certify that your firm is compliant, because no vendor can. We also cannot make a non-compliant offer compliant: if the underlying business practice is the problem, better scripting only makes it harder to notice.

Works with

The sub-services this one pairs with

AI Employees, Voice, SMS, Chat & Social DMs

Runs inside these guardrails

Database Reactivation

Consent rules govern who may be contacted

Bilingual EN/ES Intake

Disclosures drafted in both languages

See all ten sub-services

One path, four stages

Where is your firm on the path?

Build the foundation. Become a firm AI can cite. Capture every lead. Then adopt AI with senior governance. Most firms enter at the stage that hurts, and each stage builds on the one before it.

1 The foundation