How we protect your clients and your name

Last updated: October 29, 2026

The assistant is honest about what it is

Your virtual intake assistant or concierge never claims to be a person. On outbound calls it says it's a virtual assistant in its first sentence. On any call, if someone asks, it answers plainly. Every real conversation about a case or a property happens with you or your team.

Consent before any outbound call or text

• We only call or text people who asked to be contacted, for example by submitting your form with a consent checkbox.
• Each request is logged with the consent wording, the time and the result.
• Anyone can reply STOP to any text to opt out, and the assistant ends the call immediately if someone asks not to be contacted.
• Texts are sent only from carrier-registered business numbers.

Every call starts with a recording notice

Florida requires every party to agree before a call is recorded. Every call the assistant handles says up front that it may be recorded.

No advice, no promises

The assistant never gives legal, financial or valuation advice. It never estimates what a case is worth, quotes fees or commissions, or comments on deadlines. Those questions are passed to you, word for word.

You own your system and your data

• Your leads, recordings, transcripts and pipeline belong to your firm.
• We don't sell or share your clients' information, and we don't use it for anyone else's marketing.
• If you leave, we hand over your data.

No invented numbers

Before we build anything, we write down your current numbers. After launch, we report your before and after, nothing else. We don't publish projections, made-up testimonials or results we can't show.

Questions

Email [email protected] or see our Privacy Policy and Terms of Use. This page describes how we operate. It is not legal advice; your firm should have its own counsel review consent language for your practice.