Defensible Legal & Telephony Architecture

Frequently Asked Questions.

Comprehensive statutory compliance, Texas State Bar ethics guardrails, SIP trunking engineering, Clio integration, and economics.

In strict compliance with ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance) and Texas Disciplinary Rule of Professional Conduct 5.03, the acoustic and language models are hard-constrained strictly to structured intake triage: conflict checking, catastrophic fact-gathering, and calendar slot reservation.

If a prospective client asks questions such as 'Do I have a good case?' or 'What is my settlement worth?', the assistant immediately and courteously clarifies: 'Because I am an automated intake coordinator and not an attorney, I cannot give legal opinions or evaluate damages. Only our licensed attorneys can evaluate your claim, which is why I want to reserve a priority consultation for you right now.'

All telephone transcripts and audio recordings are permanently archived in your private firm vault with timestamped audit trails for absolute defensibility before the State Bar.

Authoritative Legal & Statutory Citations:
  • Texas Disciplinary Rules of Professional Conduct (TDRPC) Rule 5.03 & Rule 5.05
  • ABA Model Rules of Professional Conduct Rule 5.3 (Nonlawyer Assistance) & Rule 5.5 (UPL)
  • State Bar of Texas Ethics Opinion 642 & Opinion 688

Under the Telephone Consumer Protection Act (47 U.S.C. § 227) and recent FCC 2024–2025 lead generation rulings, automated outbound telephone calls require documented Prior Express Written Consent (PEWC).

Programmatic Code Gate: When a prospective claimant submits a web form on your law firm's site, Counsel AI's webhook strictly validates three mandatory parameters: `consent_given: true`, the originating form URL, and the exact UTC timestamp. If the checkbox was unchecked or missing, the outbound call is hard-blocked instantly at the API level.

Defensible TCPA Audit Certificate: Every initiated call generates a cryptographically hashed certificate (e.g. `TCPA-TX-4921-2026`) proving the exact moment of consent submission, protecting your firm against predatory TCPA litigators.

Authoritative Legal & Statutory Citations:
  • Telephone Consumer Protection Act (47 U.S.C. § 227; 47 C.F.R. § 64.1200)
  • FCC 2024 Lead Generation Order (FCC 23-107)

Have a Specific Practice or Ethics Question?

Our founder and engineering team work directly with Texas managing partners to review custom intake scripts, Bar rule adherence, and local county jail workflows.