AI interview management for law firms

Every client heard before the consult begins.

Truly conducts the first client interview for you, in English or Spanish, and delivers a clean summary with the facts your attorneys need.

A live Truly intake interview (demo client).

See it in 80 seconds

From template to your case system, start to finish.

Build an interview, send it to a client, and watch the results flow into Truly and on to Prima.Law or your own software.

The intake problem

Intake shouldn’t eat your attorneys’ day.

Every new matter starts with the same questions. When they’re asked in a rush, details get missed and consults run long.

Repetitive questions

Your team asks the same intake questions on every call, usually between other tasks.

Missed details

One date or prior filing that slips through intake can change the whole case.

Language barriers

Spanish-speaking clients deserve the same careful first interview as everyone else.

How it works

From first contact to consult-ready in three steps.

01

Invite the client

Send your client a link to start their interview when it suits them.

02

Truly listens

Truly asks your intake questions in plain language, in English or Spanish, and follows up when an answer is unclear.

03

Your attorney reviews

A clean summary of the facts, plus the full transcript, is ready before the consult begins.

Product tour

Everything intake needs, in one place.

Creating an interview template in Truly from uploaded forms or a JSON file (sample data)

Templates

Built from the forms you already use.

Upload your questionnaires as PDF or Word files and Truly’s built-in generator drafts the interview. Already have one? Upload it as JSON.

  • Libraries by practice area
  • Review every question before it goes live
  • Your disclaimer, read at the start of every interview

Case workspace

Every answer, document and fact in one view.

When the interview ends, the case has a document checklist, the audio and a searchable transcript, and the key facts pulled out for review.

  • Evidence vault with missing-document tracking
  • Searchable transcript with timestamps
  • Extracted fields, ready to sync
Truly case view with document checklist, transcript and extracted fields (sample data)
Truly integrations: Prima.Law webhook and API keys (sample data)

Integrations

Connected to the systems you run.

Push the finished case to Prima.Law with one click, download it as JSON, or connect any system through the Truly API.

  • Prima.Law webhook with field mapping
  • REST API with scoped, per-firm keys
  • Trigger interviews from your CRM or intake form

A better screening tool

The same careful first interview, every time.

Consistent

Every client is asked the questions your firm decided on, in the same order, with follow-ups when an answer is unclear.

Complete

Truly tracks which topics are covered and which are still pending, and asks for the documents you need up front.

Ready before the consult

Clients finish when it suits them. Your attorney opens the case to a summary instead of a blank page.

Truly listening. Truly automated.

Every client gets a patient, careful first interview. Your team gets its time back.

FAQ

Questions firms ask us.

Does Truly give legal advice?

No. Truly gathers facts and organizes them. Your disclaimer is read at the start of every interview, and your attorneys review every case and give all legal advice.

What languages does Truly support?

English and Spanish. Clients choose their language at the start of the interview.

Can we use our own intake questions?

Yes. Upload your own forms and questionnaires and Truly builds the interview from them, or upload a ready-made JSON template.

How do clients get the interview?

By a secure link sent by email, SMS or WhatsApp. There’s no app to download. Links expire after 7 days.

Does Truly work with our case management system?

Truly pushes cases to Prima.Law today, and the Truly API lets any other system schedule interviews and pull back transcripts and results.

How do we get started?

Book a demo. We’ll show you a live interview and talk through your current intake process.

See Truly run a real intake interview.

A short live demo, built around your practice area.