Short answer: bar guidance so far allows it with conditions. The firm must supervise the tool, protect confidential information, make sure it does not give legal advice or promise results, and stay responsible for what it says. This page is general information, not legal advice. Check your own state's rules.
What the guidance says
| Guidance | What it covers |
|---|---|
| ABA Formal Opinion 512 (July 2024) | Lawyers using generative AI must protect client confidentiality, supervise the tool and review its output |
| ABA Formal Opinion 506 (June 2023) | Nonlawyer staff can handle many intake tasks, like conflict checks and gathering basic facts, with proper policies, training and supervision |
| Oregon State Bar Formal Opinion 2026-208 (2026) | Lawyers may use AI agents for client intake, qualified: supervise the tool, protect confidential information, avoid creating an unintended attorney-client relationship and avoid promises or guarantees |
What to require from any AI receptionist
- It never pretends to be a person, and says it is an AI when asked.
- It never gives legal advice or predicts results.
- It runs a conflict check before case details.
- Your firm approves the script and can review every call.
- Data is kept private, with a clear retention period.
Questions
Do I have to tell callers they are talking to an AI?
Rules differ by state. Our AI never pretends to be a person. Callbacks say it is an AI, anyone who asks is told, and your attorneys choose whether answered calls say it too.
Who is responsible for what the AI says?
The firm. That is why you should approve the script and review calls.