Every enquiry, properly understood before you pick up the phone.
LegalPoint assistants hold a structured first conversation with your prospective clients — then hand your advisers a clear, ready-to-use summary.
● No sign-up for your clients. Available by chat, voice or video, any time of day.
A better first conversation, every time
Never miss an enquiry
Every prospective client is welcomed and heard the moment they arrive — not left waiting for a callback.
Better-prepared first calls
Your advisers begin the first real conversation already briefed on the facts that matter.
Available any time
Day or night, weekday or weekend — the assistant is ready whenever your client is.
A dashboard, ready to go
Every summary lands in your LegalPoint dashboard out of the box — and if you already run a CRM or case-management system, it flows straight into that too.
Choose the conversation your clients need
Each assistant is built for a single UK scheme — so the questions are precise, relevant, and genuinely useful to your team.
The EOT eligibility & intake assistant
Walks a business owner through whether a sale to an Employee Ownership Trust is likely to qualify — with a close eye on the control test and connected-party traps.
- Ownership, shareholders & connected persons
- The 51% trust control test
- Trading status & the numbers
- Succession — who runs it next
- The owner's goals & timing
The EMI options intake assistant
Helps a company test whether it can grant tax-advantaged EMI share options — checking the qualifying conditions before anyone spends money on a scheme.
- Company qualifying conditions (size, assets, trade)
- Excluded activities check
- Who can receive options & working-time test
- Valuation & the £250k / £3m limits
- Structure & timing
It catches the things a quick call would miss
A real EMI example: the assistant spots two qualifying problems before anyone spends money on a scheme.
Every summary is structured the same way — facts captured, issues flagged, and a clear next step — so whoever picks it up at your firm knows exactly where things stand.
It runs as your firm's assistant — not ours
LegalPoint embeds on your site, branded to you. Your firm stays the client relationship and the data controller. We're the engine behind it.
Book a 20-minute walkthrough ↗-
White-labelled to your brand
Your name, your colours, your tone. Clients experience it as part of your firm.
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Your firm is the data controller
The conversation belongs to you. LegalPoint processes it on your instruction — nothing more.
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Your dashboard, or theirs
Summaries land in your LegalPoint dashboard by default, so you’re live from day one. Already have a CRM or case-management system? We connect to it, so the summary turns up where your team already works.
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Triage, not advice
The assistant gathers facts and flags issues. Your advisers make the calls. A human is always in the loop.
From first hello to a summary you can act on
Three simple steps. No effort for your client, no extra work for your team.
Your client starts talking
From your website or a simple link — by chat, voice or video. Nothing to download, no account to create.
The assistant asks the right questions
In the right order, listening carefully and digging deeper where the detail genuinely matters.
Your adviser gets a clear summary
An organised, ready-to-use record lands for review — so the first real conversation starts well ahead.
Built for a profession that takes confidentiality seriously
The questions a careful firm asks first — answered up front.
Hosted in the EU
Client conversations are processed and stored on EU infrastructure, encrypted in transit and at rest.
Your firm controls the data
The firm is the data controller; LegalPoint acts as processor under a data-processing agreement.
Never used to train models
Client content is used to run your assistant — not to train the underlying AI, and not shared.
Consent before the conversation
Clients enter their own information with your privacy notice visible and accepted before they start.
A human always decides
The assistant triages and flags. It does not give advice or make automated decisions about anyone.
Aligned with the rules that apply
Designed around UK GDPR and the Data Protection Act 2018, professional confidentiality, and the EU AI Act.
The model is the easy part. The value is everything around it.
What a pilot looks like
A low-commitment way to see it working with your own enquiries before you decide anything bigger.
A short scoping call
We learn how enquiries reach you today, which scheme to start with, and where you'd want the summaries to land.
A branded assistant, live for your firm
We set up the assistant in your firm's name and put it on a link or your site, so real or test enquiries can flow through it.
You review the summaries
Your advisers see exactly what they'd receive on a live enquiry, and we refine the questions and output together before any wider roll-out.
The things you're probably wondering
Can't see yours? Ask us directly on a short call.
Is the assistant giving legal or tax advice?
No. It runs a structured first conversation and flags the issues worth checking, then hands a summary to your advisers. It doesn't give advice or make decisions about anyone's matter — your qualified team always does that.
Who is the data controller?
Your firm. The assistant is deployed on your behalf and the conversation belongs to you. LegalPoint acts as your data processor, handling the data only on your documented instructions under a data-processing agreement.
How do we actually receive the summaries?
Every summary lands in your LegalPoint dashboard out of the box, so you're up and running from day one. If you already run a CRM or case-management system, we can deliver the summary straight into that too — no re-keying.
Can it be branded as our firm?
Yes. It's white-labelled — your name, your colours, your tone — so clients experience it as part of your firm, not a third-party tool. We're the engine behind it.
How is client data kept secure?
Conversations are processed and stored on EU infrastructure, encrypted in transit and at rest, with role-based access. Client content is used to run your assistant — never to train the underlying AI models, and never sold or shared for advertising. See our Privacy & Data Handling notice for the detail.
What does it cost to try?
The best starting point is a short pilot scoped to your firm. Tell us a little about how enquiries reach you today and we'll talk you through the options on a 20-minute call.
See it the way your clients will
Open an assistant and have the conversation yourself — it is the quickest way to understand what your advisers would receive.