# AI Concierge for lawyers Ask who referred the last three matters, or who you know that handles construction defect work, and get an answer from your own notes instead of scrolling a contact list. > The AI Concierge answers questions about a lawyer's own network in plain language. Ask who referred the last three matters, who you know in employment defence, or who you met at a particular seminar, and it answers from the contacts and notes you recorded, with names and the context attached. A contact list only helps if you can get the right name out of it under time pressure. Most of the time you are not scrolling for fun: a matter has come in, there is a conflict, and you need to refer it out today. The AI Concierge sits on top of the contacts and notes you have already recorded and answers questions the way you would ask a colleague. ## The question is never "show me my contacts" Nobody opens a contact list to browse. The real questions are specific and time-bound: who handles this kind of matter, who sent us the last one, who was that expert. A list sorted alphabetically answers none of those. It only answers "what was their name", which is the one thing you have already forgotten. - Who referred this client to us? - Who do I know that takes plaintiff-side employment work? - Who was the valuation expert from the Harding matter? - Who did I meet at the construction law seminar last spring? ## Ask in plain language Type the question the way you would say it. The Concierge reads across your contacts, tags, and notes and answers with names and the context you recorded. 1. Record notes as you go: what they practice, where you met, who they referred. 2. Open the Concierge and ask a question in ordinary words. 3. Get an answer with the specific contacts and the notes behind them. 4. Follow up in the same thread to narrow it down. ## It is only as good as your notes The Concierge does not invent knowledge. It reads what you recorded, which is why the habit of adding a line after a conversation is what makes it useful. A contact with "employment defence only, sent us Harding, prefers a call" attached is answerable. A contact with only a name and a firm is not. ## Before the lunch, not after The obvious use is finding a referral under pressure. The quieter one is preparation: before a lunch or a bar event, ask what you know about the people you are about to see. Walking in with the last conversation fresh, and the thing you promised to send, is the whole difference between a contact and a relationship. ## Your notes stay yours The Concierge answers over your own private data. Notes about client relationships are not published, not shared with the person you recorded them about, and not visible to anyone you have not chosen to share with. ## Where it fits alongside the rest Scanning gets people into the list, notes give them context, and the Concierge is how you get them back out. The three are the same loop, and skipping the notes is what breaks it. ## Frequently asked questions ### What can I ask the AI Concierge? Anything your notes could answer: who referred a matter, who handles a practice area, who you met at an event, who you owe a follow-up. It answers with names and the context you recorded. ### Does it work if I have not written notes? Only partially. It can find people by name, firm, and tag, but the useful answers come from notes. A line per contact after a conversation is what makes it work. ### Is my data used to train anything? Your contacts and notes are private to you and are not published. See the Privacy Policy for exactly what is collected and how long it is kept. ### Can I ask about a specific event? Yes, if you tagged contacts with the event when you added them. Ask who you met at a particular seminar and the answer comes back scoped to that. ### Is it included in the free plan? The AI Concierge is a paid feature. Card sharing, a limited number of scans, and CSV export are free. ### Does it replace a CRM? No. It is a personal network layer. For firm-wide intake and matter management, sync contacts to your CRM on a paid plan and let the CRM do that job. ## Getting started with the AI Concierge Add a line to the twenty contacts you deal with most, then ask it something you would otherwise have emailed a colleague about. The quality of the answer tracks the quality of the notes. ## Get started Ask your own network instead of trying to remember it. [Create your lawyer card free](https://www.connectmachine.ai/download-app/) ## More for Lawyers - [AI Meeting Notes](https://www.connectmachine.ai/use-case/ai-meeting-notes.md): AI meeting notes free you from scribbling while someone is talking. - [Business card scanning for lawyers](https://www.connectmachine.ai/for/lawyers/business-card-scanning.md): ConnectMachine's AI scanner turns a lawyer's collected business cards into clean contacts. - [Contact management for lawyers](https://www.connectmachine.ai/for/lawyers/contact-management.md): ConnectMachine keeps a lawyer's professional network in one private, searchable place. - [Lead capture for lawyers](https://www.connectmachine.ai/for/lawyers/lead-capture.md): ConnectMachine turns bar events, CLE seminars, and client introductions into captured leads. - [Digital business cards for lawyers](https://www.connectmachine.ai/for/lawyers.md): ConnectMachine gives lawyers a digital business card that shares practice area, direct line, and firm details by QR or link, an AI scanner that turns the cards collected at bar events and CLE conferences into clean contacts, and a private note on each person recording how you met.