Product
AI intake interviews, built around your firm.
Truly runs the first client interview, keeps the results organized by case, and sends them where your team already works.
Features
What’s inside Truly.
Template builder
Turn your PDFs, Word files and questionnaires into AI interviews, or upload a JSON template.
Interview library
Templates organized by practice area: immigration, family, personal injury, criminal, employment and more.
AI interviewer
Voice or text, English or Spanish, with follow-up questions when answers are unclear.
Scheduling and delivery
Invite by email, SMS or WhatsApp with a personal note. Schedule several templates in one invite.
Client portal
Created automatically for each client, with view-only access and a 15-minute automatic logout.
Case workspace
Evidence vault, audio with a searchable transcript, and extracted fields for every case.
Executive dashboard
See every client’s status at a glance: pending, in progress and completed.
Your branding
Your firm’s logo on the client portal, interview invites and summaries.
Integrations and API
Push to Prima.Law, download JSON, or connect any system through the Truly API.
Libraries
A template for every kind of matter.
Keep your firm’s interviews organized by practice area, and turn each one on or off for scheduling.
- Published, draft and archived templates
- Duration and question count at a glance
- Schedule straight from the library
For clients
Easy for the people you serve.
Clients open a link on their phone and talk to Truly in plain language, in English or Spanish. They can upload documents as they go.
- No app or download
- Voice or typing
- Spanish in the usted register
Truly listening. Truly automated.
Every client gets a patient, careful first interview. Your team gets its time back.
See Truly run a real intake interview.
A short live demo, built around your practice area.