Basalix AI
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Practice areas

Built for the matters you take

Basalix AI screens every inquiry on the questions your firm writes for each practice area, never gives legal advice, and routes the matter the way you set: book a consultation, attorney callback, decline politely, or capture as a referral.

Live call
Basalix: I'm sorry that happened. Did the crash happen in Texas, and have you been seen by a doctor since? Caller: Yes, in Austin. I went to urgent care, and my back's been hurting since. Basalix: Thank you. Do you know if the other driver's insurance has been in touch, and are you working with an attorney yet?

Personal injury

Time-sensitive, often after hours.

What it asks

  1. State where it happened
  2. When it happened
  3. Injuries and treatment so far
  4. Who was at fault
  5. Whether a police report was filed
  6. The other driver's insurance
  7. Whether they already have an attorney

Starter template, editable in the app.

What it records

Incident dateInjury severityFaultInsurancePolice reportRepresented

How it routes

Book consultationAttorney callbackDecline politelyCapture as referral

You set the routing rules. The AI never decides whether a matter has merit.

What it never says

Never estimates what a case is worth or comments on fault.

Starter templates for car, truck and motorcycle accidents, dog bites, slip and fall, workers' comp, wrongful death and product liability.

Live call
Basalix: I'm so sorry about your mother. Which hospital or doctor was involved, and when was the surgery? Caller: St. Mary's in Houston, back in March. The infection wasn't caught for days. Basalix: Thank you for telling me. Because this is serious, an attorney will call you back today rather than booking a time.

Medical malpractice

Serious matters, handled with care.

What it asks

  1. Provider or facility
  2. Treatment and date
  3. What went wrong
  4. Whether the harm is ongoing
  5. Whether a second opinion was sought
  6. State
  7. Whether they already have an attorney

Starter template, editable in the app.

What it records

ProviderTreatment dateSeverityOngoing harmRepresented

How it routes

Book consultationAttorney callbackDecline politelyCapture as referral

You set the routing rules. The AI never decides whether a matter has merit.

What it never says

Never judges whether the care was negligent.

Serious and fatal outcomes go straight to an attorney callback. Recordings can redact personal details (opt-in).

Live call
Caller: Mi esposo tiene una cita de inmigración el próximo mes y no sabemos qué hacer. (My husband has an immigration appointment next month and we don't know what to do.) Basalix: Entiendo. ¿Qué tipo de trámite es, y ya tienen un abogado para este caso? (I understand. What kind of case is it, and do you already have an attorney?) Caller: Es para su residencia. No tenemos abogado. (It's for his green card. We don't have an attorney.)

Immigration

Intake in the caller's language.

Example questions you'd set up

  1. Type of matter (family petition, green card, citizenship, removal)
  2. Any upcoming appointment, hearing or deadline
  3. State they live in
  4. Preferred language
  5. Whether they already have an attorney

What it records

Matter typeUpcoming dateStateLanguageRepresented

How it routes

Book consultationAttorney callbackDecline politelyCapture as referral

You set the routing rules. The AI never decides whether a matter has merit.

What it never says

Never comments on eligibility, status or the chances of a case.

Spanish on Firm Intake Pro and above
Live call
Caller: We separated in June, and we can't agree on a schedule for the kids. Basalix: That sounds hard. Which county are you in, and has either of you filed anything with the court yet? Caller: Williamson County. Nothing's been filed.

Family law

Calm, patient, and careful with details.

Example questions you'd set up

  1. Type of matter (divorce, custody, support, protective order)
  2. Whether children are involved
  3. County and state
  4. Whether anything has been filed, and any court date
  5. The other party's name, for your conflict check
  6. Whether they already have an attorney

What it records

Matter typeChildrenCountyFiling statusOpposing partyRepresented

How it routes

Book consultationAttorney callbackDecline politelyCapture as referral

You set the routing rules. The AI never decides whether a matter has merit.

What it never says

Never advises on custody, support or whether to file.

Your practice area isn't listed?

Add any practice area and write its screening questions in the app. Basalix asks them on the phone and in web chat, and routes each matter by your rules.

See intake screening →

FAQ

Questions about practice areas

Any. Personal injury comes with starter question templates (car, truck and motorcycle accidents, dog bites, slip and fall, medical malpractice, workers' comp, wrongful death and product liability). For immigration, family law or any other area, you write the questions in the app.

Yes. The agent works out the practice area first, then asks that area's questions and applies its routing.

Yes, on Firm Intake Pro and above. The same number and web chat handle English and Spanish.

You list the matters you don't handle and the states you're not admitted in. Basalix declines politely, or captures the caller as a referral lead, whichever you choose.

Set it up for your practice.

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