Client self-service that never practices law.
Give clients and internal teams instant answers on case status, billing, and intake — with a deterministic core that decides what's shown, and a strict line the model can't cross into legal advice.
| Matter | Client | Stage | Trust balance | Last self-service |
|---|---|---|---|---|
| Chen v. Ridgeline Corp | M. Chen | Discovery | $4,210.00 | Status check · 8m ago |
| Estate of R. Alvarez | Alvarez Family | Awaiting filing | $1,875.50 | Doc status · 22m ago |
| Nordic Freight — MSA review | Nordic Freight Inc. | Negotiation | $9,640.00 | Invoice question · 41m ago |
| Patel IP Licensing | R. Patel | Closed | $0.00 | Case status · 1h ago |
| Whitfield Trust Amendment | Whitfield Family | Drafting | $2,340.00 | Intake triage · 2h ago |
Trusted by 300+ client organizations
Self-service, without the ethics exposure.
Law firms and legal departments face a narrower margin for error than most industries running AI-assisted self-service. Clients ask about their matters constantly — status, next steps, invoices — and every one of those conversations touches privileged material, firm policy, or the unauthorized-practice-of-law line. A model that improvises an answer isn't just wrong; it can create a compliance incident, waive privilege inadvertently, or expose the firm to a bar complaint.
Palladium AI's Concierge is built for that constraint. A deterministic core decides what information is retrieved and shown, scoped to a whitelisted set of intents. The model's only job is to explain that information in plain language — never to interpret it, advise on it, or extend it. Every exchange is logged and replayable, so any conversation can be reconstructed for a privilege review, an ethics inquiry, or a client complaint.
Four everyday conversations, handled without a phone call.
Case status inquiries
Clients ask where their matter stands. Concierge pulls the current stage from the practice management system and explains it in plain language — no waiting on a paralegal callback.
Matter intake triage
New inquiries are routed and prioritized against firm-defined criteria — practice area, conflict screen, urgency — before an attorney ever sees the file.
Billing & invoice questions
Time entries, narratives, and trust balances are explained directly from the billing system — with a clear path to a human for anything the client wants to dispute.
Document status tracking
Has a filing been submitted? Is a document awaiting signature? Concierge checks the document management system and reports status without touching the content itself.
Partners
Two conversations, resolved without attorney time.
Each one runs the same way: the core system decides what's true, Concierge explains it, and anything substantive routes to a person.
- Core system pulls matter status from the practice management system
- Concierge explains the current stage in plain language
- Offers to schedule a call with the assigned attorney for anything substantive
- Core system pulls the time entry and billing narrative
- Concierge explains the entry in plain language
- Offers a billing inquiry path to the attorney if unresolved
It explains matter status and firm policy. It never gives legal advice.
Concierge operates inside a strict intent whitelist built for this vertical: status lookups, billing explanations, intake logistics, and document tracking. There is no path from that whitelist into legal interpretation, strategy, or recommendation — the deterministic core simply won't retrieve or route a request outside those bounds, no matter how the question is phrased. That boundary is architectural, not a prompt instruction the model could be talked around.
- Deterministic core decides what's retrieved — the model only narrates it
- Intent whitelist scoped to status, billing, intake, and document tracking
- No legal interpretation, strategy, or advice ever generated
- Every exchange sealed into a replayable record for privilege and ethics review
Built around the rules your bar and your clients expect.
State bar ethics rules
Client communication and confidentiality obligations — including rules on the unauthorized practice of law — shape what Concierge is allowed to say and to whom. The intent whitelist and audit trail are designed to support, not complicate, an ethics review.
GDPR & CCPA
Client PII is masked or redacted before it ever reaches a model, with consent management and data residency controls applied to any client-identifying information moving through the concierge layer.
See it on your own matter management stack
Walk through a real case-status and billing conversation flow — scoped to your firm's practice management and billing systems, no live client data required.