Off until you say otherwise
Simply Legal is a complete product with AI turned off. Every AI feature is opt-in for your team — turn on what helps, skip what does not, and change your mind anytime. Nothing on this page is required.
Optional AI
Discretion first. Then speed.
Simply Legal works fully with AI off — some firms will keep it that way, and that is a fine answer. Turned on, Ask Simply answers operational questions from your own firm data under your permissions, and your website can greet potential clients honestly, gather intake through your real forms, and put people in front of a person fast. It never plays lawyer.
The ground rules
Four things that stay true, whatever you switch on.
AI in Simply Legal was built the way we would want it used on our own team: opt-in, supervised, explainable, and priced in the open.
People decide; people answer
Ask Simply proposes — a person approves before anything changes. The website assistant answers — and hands the conversation to your team the moment someone asks for a person. AI here extends your people; it never replaces them.
Answers show their work
Ask Simply cites the records behind every answer and previews every change before it happens. Website conversations land in your inbox with a per-answer trace for admins. Usage is metered visibly, spending caps are on by default, and every AI price is public on the pricing page.
Your permissions are the AI’s permissions
Ask Simply can only see what the signed-in person is allowed to see — enforced by the platform, not by the AI’s good manners. The website assistant knows only the information you connect. It all runs on the same AWS infrastructure as the rest of Simply Legal, and your data is never used to train AI models.
Flavor one — for your team
Ask Simply: the colleague who read everything.
Ask Simply operates inside your firm’s permission walls: each person sees only what their role allows, every answer cites its records, and anything that changes data is proposed, approved, and logged.
“How many new matters opened this quarter, by practice area?”
Pipeline and intake numbers in plain language with the live records linked — the operations picture without waiting for the monthly report.
“Which consultation requests from this week are still unassigned?”
The unrouted list with context, and a drafted acknowledgment for each — intake’s nitty gritty handled between calls.
“Add a conflict-check status field to intake records.”
Ask Simply proposes the change, shows exactly what will be added, and applies it on approval — no vendor ticket, no waiting.
“Which referral sources sent us matters this year?”
Referral tracking answered from the records the firm already keeps — the answer that decides where the thank-you lunches go.
“Who has an outstanding balance over 90 days?”
Balances and statuses in a list, with drafted, professional reminders you approve before anything sends.
“Draft a practice-area page for the new employment group.”
Website pages drafted in your firm’s style with the consultation form wired in — reviewed and published by you.
From the big numbers to the missing-form chase to drafting the next page — if it lives in Simply Legal, you can ask about it in plain language. See Ask Simply live in a demo
On the go
Your whole system, in a back pocket.
Walking out of court, ask your phone “what came into intake today, and who is handling the 2 pm consult?” — Ask Simply is built into the Simply Anywhere mobile app, under the same permissions as your desk.
Chat turns out to be the perfect mobile interface for a system like this: no menus to hunt through, no laptop to open — just the question, the cited answer, and the approval, wherever the work is happening.
The full Ask Simply, inside the Simply Anywhere appSame permissions, sources, and approvals as your deskAsk for the number on the way into the meetingReview and approve proposed changes from anywhereYour records, messages, and notifications ride along
Flavor two — for the people you serve
A website that answers back — honestly.
People looking for a lawyer are often stressed, and it is rarely nine-to-five when they look. A conversation widget on your firm’s site answers questions about practice areas, process, and logistics from what you publish, gathers consultation requests through your structured intake — and is explicit that it is an assistant, never a source of legal advice.
“Do you handle landlord–tenant disputes?”
Practice areas explained from your published pages, honestly — including when the answer is “we don’t, but here is how to reach us anyway.”
“How do I get a consultation?”
The assistant walks them into your real intake form — the details you need, captured accurately, landing as a structured record your intake team can route.
“What should I bring, and where do I park?”
Office logistics, hours, and preparation answered instantly — the calls your reception answers forty times a week.
“Can I sue my contractor?”
It declines, kindly and clearly — legal questions belong with lawyers — and offers the consultation path instead. That boundary is configured, tested, and enforced.
The voice settings keep it professional and measured, with hard rules: no legal advice, no case predictions, no matter details — the widget only knows what you choose to publish.
The assistant is always honest about being an assistant, and a human is always one ask away — because the fastest way to lose someone’s trust is to fake a person.
Your assistant, your rules
Customization, control, and a paper trail.
A public assistant speaks for you, so you hold the controls — what it knows, how it sounds, and what it is never allowed to do.
It sounds like you
Guidance and voice settings — tone, words to use, words to avoid, example answers — teach the assistant your way of speaking. Each widget can also choose a deeper or faster AI model.
It knows what you connect — nothing else
You choose the pages, knowledge articles, and workflows behind each widget. It answers from those, says so when it does not know, and cannot wander into data you did not connect.
Real actions, same safeguards
When a visitor registers, signs up, or pays, the assistant walks them through the same verified forms and payment flows as the rest of your site. It cannot write to your data any other way.
People, one ask away
Visitors can reach your team at any point, and the assistant escalates on its own when it is unsure or the topic is sensitive. Conversations land in your inbox with full context — and offline hours are handled honestly.
Every conversation, visible
Your team can read every conversation, see what the assistant consulted for each answer, test changes before publishing, and measure satisfaction — including the questions it could not answer, so you know what to publish next.
Costs with a ceiling
AI usage is metered transparently with spending caps on by default. Plans include monthly AI credit, and live website assistants carry a flat monthly price — all published on the pricing page.
Honest answers
If you never turn AI on, Simply Legal is still Simply Legal.
Legal judgment, client counsel, and confidentiality are not AI features and never will be here. The AI answers logistics and gathers intake so your staff can spend attention where the practice actually lives.
And if you do turn it on, it stays optional forever — feature by feature, widget by widget, with visible usage, spending caps, and public prices.
Bring us the intake pipeline. We will make it feel simple.
Show us how a new matter reaches the firm today — the forms, the inbox, the spreadsheet. We will map it to Simply Legal and show you the version that never drops an inquiry.