FAQ

Common questions.

Does it replace my staff?

No. It covers the gaps, after hours, overflow, missed calls, and routine intake steps, so your team can focus on the work that needs a human.

Will it sound robotic?

It is built to sound like a sharp, calm intake professional. Short questions, clear flow, no awkward filler.

What if a caller refuses to give info?

We use a structured approach to earn the basics, name, phone, and incident summary, before anything else moves forward.

Can I control the screening criteria?

Yes. We implement your rules, and we can adjust them anytime.

What tools does it work with?

KAY delivers call summaries and Case Intake Summaries to your email or directly into your practice management system. Clio, PracticePanther, MyCase, Filevine, and Smokeball are all supported or on the roadmap. Scheduling syncs to Google Calendar and Outlook. Ask about your specific stack on the demo.

How much does this cost?

One flat price. $197 per month. Includes 24/7 phone coverage, up to 5 automated intake summaries per month, custom intake questions for your practice area, daily email call summaries, the analytics dashboard, and a 30-day money-back guarantee. No tiers, no founding-price escalators.

about document intake

What kinds of documents can KAY process?

KAY reads the typical PI intake stack: police reports, ER records, hospital bills, MRI and imaging reports, insurance declaration pages, and correspondence. Forward the packet and every page gets read. Other practice areas are supported with custom extraction prompts on request.

How do I get documents to KAY?

Forward the PDFs to a dedicated KAY email address. Five minutes later, a structured Case Intake Summary lands in your inbox and flows into your practice management system, tied to the right matter.

How do I learn more about security and data handling?

Security, data handling, and compliance are important questions, and the honest answer depends on your firm's specific requirements. Email eric@aiesquire.io with 'security' in the subject line and I'll send you the current data handling documentation and schedule a call to walk through it. I'd rather have this conversation directly than give you a generic answer that may not fit your situation.

What happens if KAY misreads a document?

Every Case Intake Summary is a tool for the attorney, not a final word. KAY cites the source document for every major claim in the summary, flags uncertainty explicitly, and leaves the sign-decline call to you. Think of the output as a paralegal's first pass that you review in five minutes instead of producing in two hours.

Does KAY work for practice areas other than personal injury?

PI is the sharpest fit because the document stack is the most standardized. Custom practice-area prompts are available for family law, employment, workers' comp, and other document-heavy practices. If you have a specific practice area in mind, we'll walk through what the extraction would look like on the demo call.