Legal AI in client meetings

Your legal AI, in the room with your client.

Most legal AI works after the meeting, on the documents. This puts it in the meeting. On Zoom, as a participant, it asks the intake questions, answers from your firm’s materials when the attorney invites it to, and writes the file before the call ends. Bring your own legal AI, or use ours.

Hear it in a meetingBook a call with the team
Sample
An attorney on a video call
A client on a video call from home
A paralegal on a video call
Your legal AI
Your legal AI: The other party’s insurer, do you have their name or a policy number?

Where legal AI sits today

Before the meeting, and after it. Now during it.

  1. Before

    Intake forms, research, drafting. Legal AI already does this.

  2. During

    The consultation itself, where the facts come out. Until now, only the attorney and a notepad were there.

  3. After

    Summaries and follow-up letters, from notes someone typed. With the AI in the room, the file is written from the conversation itself.

Try it now

Hear an AI take part in a consultation.

Start a live conversation with our AI Employee. Tell it about a matter and it will take the intake.

Browser session00:00
You
Jordan
Start the call and the conversation appears here.
End session

Start the session

Enter your details and Jordan picks up in your browser.

This is a live demo with an AI worker. The session is recorded so we can review the conversation. By continuing, you agree to that. Terms · Privacy

Share this demo

What your legal AI does in the consultation

  • Joins as a named participant, introduced by the attorney
  • Asks the intake questions the attorney hands to it
  • Answers from your firm's own materials when invited to
  • Records the other party and the names for the conflict check
  • Writes the file: summary, facts, next steps, full transcript, before the call ends

It does not give legal advice. It says so if asked, and hands the question back to the attorney.

An attorney and a client couple in a consultation, a laptop open between them

How a legal AI joins a client consultation

  1. Connect your legal AI to Relay: By websocket. If you do not have one, use our AI Employee.

  2. Invite it to the meeting: It joins the Zoom consultation as a named participant.

  3. The attorney leads: The AI speaks when addressed and follows the script you give it.

  4. The file is written: Summary and transcript into your practice system or CRM.

How Relay works

For legal AI companies

Your AI, in your customers’ client meetings.

If you build legal AI, Relay puts your AI inside your customers’ Zoom consultations as a participant. You connect by websocket; Relay joins the meeting and carries the audio both ways. Approved and searchable on the Zoom App Marketplace. For firms on Microsoft Teams, Relay deploys on the firm’s own tenant, behind its firewall.

The developer docs cover the embed widget, the headless SDK, tools and the session lifecycle.

Book a call with the team
A small product team at a whiteboard

Questions

Questions law firms ask

Can a legal AI take part in a client meeting?

Yes. With Relay it joins the Zoom consultation as a named participant, speaks when the attorney invites it to, and writes the file after.

Does it replace the attorney in the meeting?

No. The attorney leads. The AI asks the questions it is handed, answers from the firm's materials when invited, and keeps the record.

Does it give legal advice?

No. It says so if asked and hands the question to the attorney.

Can we use our own legal AI?

Yes. Your legal AI connects to Relay by websocket and joins the meeting as a participant. Or use our AI Employee.

Does it work on Microsoft Teams?

Zoom is native. For firms on Teams, Relay is deployed on the firm's own Microsoft tenant, behind its firewall, as an enterprise custom app.

How do we start?

Try the demo on this page, then book a call with the team.

Put your legal AI in the room.

Hear it in a meetingBook a call with the team