The founder wants to explain the invention. Not in a chat window.
Founders, artists, and brand owners often read a lot before they reach out, and they tend to share too much too soon. LegalCRM is set up to reply within a minute in English or Spanish, sort the matter, record the dates that matter, and save invention details for a private call with the attorney.
Too much detail, too early, in the wrong place
A founder with a new product types the whole idea into a web form at midnight. Now it sits in an inbox and a text thread. That is not where an invention belongs.
Brand owners have the opposite problem. A cease and desist letter lands with a reply date, and the first firm they try sends them to voicemail.
What IP callers ask, and what LegalCRM does
Trademarks
“How do I trademark my business name?”
Records the name or logo, the products or services, where it is used, and when it was first used. Books the trademark attorney. Questions about whether the name is free go to the attorney.
Patents
“I have an invention. How do I protect it?”
Asks only for the general field and whether the invention has been shown, sold, or published, and when. How it works waits for a private call with the attorney.
Copyright
“How do I copyright my music or my software?”
Records the type of work, who made it, and whether it is registered. Books the consult.
Someone is copying us
“Another company is using my brand name.”
Takes the other party's name first for conflicts. Then records where the copying shows up and since when, and books the attorney who handles enforcement.
Cease and desist letter
“I got a cease and desist letter. What now?”
Records who sent it and any reply date in the letter, flags it for same-day attorney review, and books the earliest consult.
Licensing deals
“A company wants to license my brand.”
Records the other company, the territory, and the timeline, and takes names for the conflict check. Books the deal attorney.
IP calls that go to an attorney first
A cease and desist letter with a reply date, a takedown of an online store or channel, or a launch or public reveal within days is flagged as urgent. These calls escalate to a human path your firm defines, such as the attorney on call, and the caller is told when to expect a call back. On Practice and Group, the rules are configured and tested before the AI voice agent takes a live call.
Inventions stay out of chat
LegalCRM's forms, texts, and voice agent are set up never to ask how an invention works. Those details wait for a private talk with an attorney.
Disclosure dates flagged
Under US patent law, an inventor's own public disclosure generally starts a one-year grace period to file (35 U.S.C. § 102(b)(1)). LegalCRM records when the invention was shown, sold, or published and flags it for attorney review. It never says whether the window is still open.
No clearance opinions
LegalCRM never says a name is free to use or a work is protected. Searches and opinions come from your attorneys, and Florida Bar Rule 4-7.13 bars predicting results.
Other side named first
In copying and infringement matters, the other party goes on the record before the details, so your firm can run conflicts. Florida Bar Rule 4-1.18 can create duties to a prospective client even if you decline.
In the language they wrote in
Miami is home to musicians, designers, and brands that sell across Latin America. Many creators talk about their work in Spanish first. When the intake form, the replies, and the reminders are in Spanish, they can describe the brand, the work, and the dates without guessing at English terms. The attorney gets a clearer record before the first call.
Pipeline stages we ship for this practice
Not a law firm, and never legal advice
LegalCRM.pro is an intake and follow-up system, not a law firm. It does not give legal advice, and the attorney-client relationship stays with your firm.
On Practice and Group, Aday Interactive writes every message in both languages to fit the Florida Bar's advertising rules (Chapter 4-7) and the ABA Model Rules, and your attorney approves each one before anything sends. The messages answer people who contacted your firm first. They are not a tool for reaching out to strangers.
Rather have it set up and run for you? Aday Interactive does that for firms in this practice.
See the done-for-you build → Compliance detail →Related practice areas
Business law
Formations, deals, and partner disputes, sorted by size and timeline before a partner picks up the phone.
Contract law
Drafting, review, and breach calls sorted by signing date, value, and the other party.
Civil litigation
Every party captured before the story, and served lawsuits flagged for same-day review.
Questions we get on this call
No. Clearing a name takes a real search and an attorney's judgment. LegalCRM records the name, the goods or services, and the first-use date, and books the trademark attorney.
To protect the founder. A text or chat thread is not the place for an invention. LegalCRM records only the general field and any public disclosure dates. The rest is shared in a private call with your attorney.
Often, for US works, but your attorney confirms it. Registration is generally required before filing an infringement suit over a US work (17 U.S.C. § 411(a)). LegalCRM records whether the work is registered and books the consult.
No. LegalCRM handles intake and follow-up, not docketing. It records the dates a caller gives, such as first use or first disclosure, and flags them for attorney review. Filing deadlines stay in your firm's own system.
Protect the idea from the first message.
Book a 30-minute demo to see how IP calls would be sorted and booked at your firm.
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