F
Fount
SuiteTrustRole-Based Access Control
Trust / ComplianceVisionTools you use
Demo data

Role-Based Access Control

Attorney, paralegal, intake, billing, agency, client, and reviewer permissions.

See the prototype below What's live vs vision

Tools you use: A human-driven surface an attorney or staffer works in directly, with AI assist.

Metrics improved

< 5 min
Speed to first response
median across sources
+38%
Booked-consult rate
vs. static forms
82%
Show rate
with pre-call brief
11 hr/wk
Admin time saved
per attorney
Illustrative targets from the Fount planning pack — not customer metrics.
What firms do today

The problem this page solves

  • — Firms handle trust / compliance with tools that don't talk to each other.
  • — Good leads slip through cracks; bad leads burn hours before you spot them.
  • — Attorneys walk into consults cold and lose retainers they should have won.
How Fount solves it

Four capabilities

Purpose-built for this stage

Role-Based Access Control plugs directly into the loop — no bolt-on integrations, no duplicate data entry.

AI does the grunt work

Qualifies, drafts, and follows up automatically — with reason codes on every action.

Attorney stays in control

Every consequential step is queued for review before it reaches the client.

Measured end-to-end

Wired into the ROI dashboard so you can see impact by source, not by feature.

See it in action

Prototype · illustrative data
Role-Based Access Control · product overview
Demo data
Trust / Compliance

Role-Based Access Control

Attorney, paralegal, intake, billing, agency, client, and reviewer permissions.

Persona
law firm owner / managing attorney
Status
Concept
Build posture
marketing/demo page

How it flows

  1. Step 1
    Trigger

    Inquiry arrives from web, phone, marketplace, or referral.

  2. Step 2
    AI qualifies

    Practice area, jurisdiction, urgency, fit, conflicts — with reason codes.

  3. Step 3
    Route

    Book consult, request docs, escalate to attorney, or route to marketplace.

  4. Step 4
    Attorney acts

    Reviews pre-call brief, meets the client, signs the retainer.

  5. Step 5
    Measure

    Every event lands in the ROI dashboard — source to revenue.

Integrates with your stack

  • Clio
  • MyCase
  • Smokeball
  • PracticePanther
  • Filevine
  • QuickBooks
  • LawPay
  • Stripe
  • DocuSign
  • Google Calendar
  • Microsoft 365
  • Zoom
  • Twilio
  • HubSpot
  • Zapier

Prototype: integration cards are illustrative — see the /integrations page for live adapters.

Trust guardrails

Bar-defensible by construction
No legal advice

The AI never gives legal advice. It captures facts, matches fit, and hands off to an attorney.

Attorney-in-the-loop

Every downstream action — briefs, filings, retainers — is queued for attorney review before it leaves the firm.

Consent & audit

SMS/email consent is captured at intake. Every AI decision ships with reason codes and an immutable audit trail.

Conflict-check lite

Names, opposing parties, and firms are pre-checked before a consult is booked or a retainer is sent.

Related tools

View all in Trust
Trust Center
Flagship

Security, privacy, AI controls, data handling, auditability, and permissions.

Attorney Review Controls
Flagship

Require attorney approval before high-risk AI output is sent externally.

AI Disclosure Controls

Show when AI is used, what it can/cannot do, and when human/attorney review is required.

UPL / Scope Guardrails

Prevent AI from forming attorney-client relationships or giving legal advice outside configured rules.

Consent & Terms Manager

Intake consent, SMS consent, AI disclosure, payment terms, and engagement scope.

Audit Log

Record every AI action, staff action, lead status change, document send, and payment event.

Tell us if this is useful

Would this help your firm? Signal demand so we prioritize it.

See the full loop.

Every Fount page connects — from the widget on your site to the retainer on the attorney's calendar.

See when this shipsRead the build plan