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Built for Controlled Legal Intake

TrueVow is designed for solo and small PI firms that need structured intake, firm-controlled recording policies, approved question paths, and clear boundaries around automation, legal advice, and case data.

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Firm-controlled recording • Pre-approved question paths • No legal advice • Approval required

You should be careful with any system that touches client calls.

A potential client call is not ordinary business data. It may include injuries, treatment history, liability facts, insurance details, deadlines, admissions, and emotional information from someone who may become your client.

So the right question is not:

“Does this use AI?”

The right question is:

“Who controls the intake path, what gets stored, who can access it, and does the system stay inside legal boundaries?”

That is what this page explains.

Controlled Automation, Not Unbounded AI

TrueVow is designed around controlled legal intake. Benjamin can support flexible caller responses, but the live intake path is governed by firm-approved questions, routing rules, escalation logic, recording policy, and product boundaries.

That matters because intake is not ordinary automation. It touches potential clients, injuries, deadlines, insurance facts, and sensitive case information.

Firm-Approved Paths

Questions, branches, escalation rules, and recording settings are reviewed during onboarding.

No Legal Advice

Benjamin collects and structures intake information. It does not give legal advice or replace attorney judgment.

Structured Records

The core business record is structured intake data, scores, bookings, and risk flags — with recordings/transcripts optional by firm policy.

Benjamin follows your approved intake path.

When enabled by the firm, Benjamin answers routed calls and follows a structured intake path configured for that firm.

Benjamin can:

Benjamin is not designed to freestyle legal advice, negotiate with callers, or make attorney judgment calls.

Plain English

Benjamin helps collect and organize intake facts. Your firm remains in control.

Recording and transcripts are optional.

Some firms want recordings and transcripts for quality review. Others do not. TrueVow supports both approaches.

Audio recordings and transcripts are optional. If enabled by the firm, TrueVow can retain them temporarily according to firm policy and help export them to the firm’s approved cloud storage.

Recording enabled

  • Calls may be recorded with caller disclosure
  • Transcripts may be generated
  • 14-day default retention when enabled
  • Export automation to firm-controlled storage included
  • After export + retention window, TrueVow deletes its copy
  • Access limited through approved firm roles and portal permissions

Recording disabled

The system relies on structured intake facts, scores, booking details, and risk flags as the core business record. Lowest-risk option for firms that do not need audio.

Retention model

Option Availability
Recording/transcripts disabled Available — lowest-risk option
14-day retention when enabled Included — enough for QA without becoming long-term custodian
Export automation to firm storage Included with INTAKE
30-day retention +$49/mo
180-day retention +$199/mo
Long-term retention Custom only

Consent and recording disclosure

If recordings are enabled, every relevant call flow should include a disclosure prompt. U.S. call-recording rules vary by state; some require all-party consent.

Example disclosure: “This call may be recorded and transcribed for intake quality and firm review. By continuing, you consent to this recording.”

For stricter states, explicit consent handling can be configured. If the caller does not consent, the call can continue without recording or route according to firm policy.

Core principle

TrueVow is not intended to be the firm’s permanent archive for recordings or transcripts unless separately configured and agreed. The architecture is: record → transient TrueVow storage → export to firm storage → delete from TrueVow. The firm controls recording policy. The system keeps the business record structured.

Live intake should not depend on improvisation.

Benjamin is designed around deterministic intake controls. That means the live-call path follows approved branches, configured rules, and defined escalation logic.

Generative AI, where used, is limited and controlled. It does not act as the authority for:

The live intake flow remains predictable, reviewable, and auditable.

Simple version

Benjamin can handle flexible caller responses, but the system does not improvise legal guidance.

Your firm approves the intake logic before go-live.

Before Benjamin goes live, your firm reviews and approves the intake path.

The intake flow can support:

Some firms may prefer very tight scripts. Others may allow more flexible caller responses. The point is not one universal script.

The point is firm control.

What this avoids

Random chatbot behavior. Unapproved legal language. Uncontrolled intake drift.

TrueVow separates raw conversation material from structured business records.

Depending on firm configuration, TrueVow may store:

The core operational record is the structured intake record, not a messy pile of raw conversation data.

That structured record helps your firm review:

Case analysis does not need unnecessary identifiers.

LEVERAGE and SETTLE are designed to support case-value structure and settlement decision support using relevant case facts and comparable signals.

Client identifiers are not required for many case analysis workflows.

That means the firm can work with structured case information such as:

without unnecessarily exposing names or direct identifiers where they are not needed.

Honest wording

No client identifiers required for case analysis workflows.

What TrueVow Does Not Do

TrueVow is a technology provider. It is not a law firm.

  • Provide legal advice
  • Create an attorney-client relationship
  • Replace attorney judgment
  • Guarantee case outcomes
  • Guarantee settlement value
  • Decide whether a firm should accept a case
  • Negotiate with insurance carriers
  • Replace a lawyer’s ethical duties
  • Replace the firm’s conflict checks, engagement process, or legal review

Benjamin supports intake. LEVERAGE supports case structure. SETTLE supports settlement decision context.

The attorney remains responsible for legal judgment.

Access should be limited to approved firm users.

Approved firms access TrueVow through the customer portal.

Depending on configuration, firm users can review:

Access is role-aware. Not every user needs access to everything.

Receptionist

May need intake visibility and booking details.

Attorney

May need full case review, risk flags, and settlement context.

Admin may need billing and user settings.

“Bar-conscious” does not mean “bar-approved.”

TrueVow does not claim universal bar compliance across every jurisdiction. Rules vary by state, and each firm remains responsible for its own professional obligations.

The better framing is: built for bar-conscious workflows.

That means TrueVow is designed around practical guardrails:

Firm-approved intake scripts
No legal advice from Benjamin
Clear attorney responsibility
Configurable recording policy
Structured records
Escalation and risk flags
Approval-first onboarding
No public checkout
Clear product boundaries

Your firm remains responsible for its own professional obligations, advertising rules, client communications, conflicts checks, engagement letters, and jurisdiction-specific requirements.

Each TrueVow product has a defined role.

Unclear product boundaries create legal and operational risk.

INTAKE

Capture and qualify

Captures and qualifies calls through Benjamin, grades leads, books consultations, and alerts the firm.

LEVERAGE

Structure and prepare

Helps structure case facts, damages, deadlines, and demand readiness. It does not replace case management or legal strategy.

SETTLE

Evaluate and decide

Provides confidence-labeled settlement intelligence based on available comparable signals. It does not guarantee settlement value or replace attorney judgment.

FAQ

Does Benjamin record calls?

Recording and transcript generation are optional. If enabled by the firm, recordings and transcripts are retained for 14 days by default, then automatically deleted unless the firm configures export or extended retention. Export automation to firm-controlled storage is included with INTAKE. If disabled, the system relies on structured intake facts, scores, booking details, and risk flags as the core business record.

Are transcripts stored?

Only if transcript generation is enabled by the firm. Transcripts are retained for 14 days by default. Extended retention (30-day, 180-day) is available as a paid configuration. Transcript retention follows the firm’s configured policy.

Is TrueVow zero-knowledge?

No. TrueVow is not a zero-knowledge architecture. That would be misleading because the system may process and store structured intake data, contact details, optional transcripts, optional recordings, and case-related facts depending on firm configuration. The better promise is controlled data handling, firm-configured retention, and structured records.

Does Benjamin use generative AI?

Benjamin is designed around deterministic intake controls and pre-approved question paths. Where flexible caller responses or limited AI-assisted processing are used, they do not control legal advice, attorney judgment, or live-call legal decisions.

Is Benjamin a chatbot?

No. Benjamin is not a free-form chatbot. It follows configured intake paths, routing rules, and firm-approved logic.

Can my firm approve the intake script?

Yes. Your firm reviews and approves the intake path before go-live. Scripts, questions, escalation logic, and routing rules are configured during onboarding.

Can Benjamin handle open-ended caller responses?

Yes, where approved by the firm. Benjamin can support yes/no questions, structured responses, and approved open-ended prompts. The system captures the caller’s response into a structured intake record.

Does Benjamin give legal advice?

No. Benjamin is not designed to provide legal advice, make legal judgments, or create an attorney-client relationship. It collects intake information and routes qualified matters for firm review.

Who controls recording retention?

The law firm’s configured policy controls whether recording and transcript features are enabled, how long those materials are retained, and whether they are exported to firm-controlled storage. The default retention period is 14 days when enabled. Extended retention is available only by explicit firm configuration and billed separately. TrueVow is not intended to be the firm’s permanent archive.

Does SETTLE tell me what a case is worth?

No. SETTLE provides confidence-labeled settlement intelligence based on available comparable signals. It does not guarantee a specific outcome or replace professional judgment.

Does LEVERAGE replace case management software?

No. LEVERAGE is not case management software. It is a case value discipline layer that helps structure facts, damages, deadlines, and demand readiness.

Want to see the system boundaries in action?

Experience Benjamin live and see how intake logic, recording settings, lead grading, and structured records work before you commit.

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Firm-controlled recording Pre-approved question paths No legal advice Approval required