People look for a lawyer when they’re stressed, and they call the first one who answers clearly. Persona explains how you work, books the consultation and shows who referred them. It never gives legal advice.
One card. One AI assistant. Every consultation and referral in one place.
People need a lawyer at hard moments. Persona answers the first questions clearly, books the consultation and keeps every contact on file.
Someone with a family, real estate or business matter finds your card. Your AI assistant explains which areas you handle, what a first consultation looks like and what to bring.
Then it books the consultation, before they call three other firms.
Leave a message and voice messages collect the basics: name, type of matter and the best time to call. Everything lands on the contact.
You or your assistant read it in the morning with everything in one place.
It answers from the information you approve: practice areas, fees for a first meeting if you list them, languages and how to book.
Anyone asking what they should do is offered a consultation with you. It never gives legal advice.
Try Michael’s assistant
Lawyers live on referrals from accountants, realtors and other lawyers. Swap contacts at the bar association lunch, and referrals show who sent whom.
You see which relationships to grow, and who to thank.
Meet Michael Anderson’s assistant. It answers common questions from the information Michael has approved, and books a consultation. Tap a question, or type your own.
Preview with sample answers. On a real card, the assistant uses only the information you approve and never gives legal advice.
Preview with sample answers. Every chat is saved in Michael’s portal.
Practice areas, bar admissions and languages, in one place.
People book a consultation straight from your card.
Every message and voice note organized in your portal.
See which accountants, realtors and lawyers send you clients.
Every lawyer and paralegal gets a card in your firm’s brand.
When an accountant or a past client passes on your card, the new client can request a consultation in under a minute. You see who they are, what kind of matter it is and who referred them.
Demo only: nothing is sent or saved.
Contact requestName, email, phone and a note.
Voice messageUp to a minute, with a written copy.
AI chatEvery chat is saved with the contact.With your client’s consent, Persona turns a meeting into a summary, next steps and a follow-up email for you to review. You check every word before anything is sent.
Michael, meeting Linda ParkFirst consultation · on Michael’s phonePress play to run a sample first consultation. The words appear as they’re said.
Only the words are saved, never the audio.
Linda co-owns a business 50/50 with a partner who wants to leave. There is no written agreement. The business has two employees. First consultation only: no advice was given.
Hi Linda,
Thank you for meeting with me today. As promised, here is a short list of documents to gather about the business. At our next meeting we’ll go over your options together.
You can pick a time two weeks from now here: harbourviewlaw.com/book
Best regards,
Michael
Whether you practice on your own or run a firm with several offices, Persona keeps every card consistent. The firm sets the brand once, and every lawyer and paralegal gets their own card, AI assistant and contacts.
Michael AndersonPartner
Elena RuizAssociate
Arjun ShahAssociate
Owen LeeManaging PartnerSwipe to see each lawyer’s card →
Tap a number above to change the chart.
Sample dashboard with made-up numbers, to show what a firm sees. Your own admin shows the real figures for each lawyer.
People need answers at hard moments. Be the lawyer who answers first.
Every plan starts with a 7-day free trial. Pay yearly and get 2 months free.
For an independent lawyer.
For a small firm or a practice group.
For growing firms.
More than 50 lawyers, several locations.
Prices in USD. Persona installs on your WordPress website.
No. It answers general questions about you, your practice areas and how to book, from information you approve. Anyone asking what they should do in their own matter is offered a consultation with you. Persona does not give legal advice.
Yes. It uses your website, your bio and the questions and answers you write. You can change those at any time, and every chat is saved in your portal so you can review it.
Yes, where your law society and firm allow it. You choose what appears on your card, so you can leave testimonials off completely.
You start a recording only after your client agrees. The words are turned into text, and Persona writes a summary, next steps and a follow-up email for you to review. Only the words are kept, never the audio, and you can delete notes at any time.
Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service.
Yes, via Zapier and Make. New contacts, consultation request,s AI chats and meeting notes can be sent to the CRM you already use.
No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. You stay responsible for your law society’s rules, including advertising, confidentiality and record keeping. Recording a meeting is always your choice.
Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service. You decide whether to record any meeting at all.
Answer the first questions clearly, book consultations at any hour and see who sends you clients. Start with your own card today.
People, firms, conversations and numbers shown are samples for demonstration. Persona does not give legal advice and does not guarantee regulatory compliance; you are responsible for your card’s content, your AI assistant’s approved answers, disclosures, testimonials, recording consent and record keeping. Zapier and Make are trademarks of their owners.
