Define the partner’s customers, use cases, systems and commercial goals.
SANAA for Legal Practice Software
An AI receptionist layer for legal practice software.
SANAA works with software companies serving legal intake, practice-management and client-relationship platforms. The integration is configured around the platform’s customers, systems, workflows and escalation rules.
Direct answer
SANAA can support non-legal intake and scheduling workflows for legal-software customers while routing legal questions and sensitive matters to authorized staff.
Built for platform teams
- Vertical SaaS and business operating-system providers
- Scheduling, CRM, field-service and customer-experience platforms
- Software companies serving many independent customer businesses
- Product teams evaluating an embedded or partner-branded AI receptionist
What SANAA can support
- Multiple customer businesses under one software partnership
- External calendar and CRM reading and updates
- Phone numbers and telephony provided by the SANAA team
- Usage tracking and partner billing support
- Human call transfer to a number supplied by the business
- Partner branding while the receptionist keeps the SANAA name
Defined during discovery
API access, webhooks, authentication, customer-specific workflows, data isolation, security requirements, deployment and commercial terms are reviewed for the partner’s platform before implementation.
Integration journey
From platform discovery to a customer-ready receptionist.
Map calendars, CRM records, appointment actions, call routing and escalation.
Agree on authentication, data isolation, workflows, testing and deployment.
Launch a controlled integration, measure usage and expand customer access.
Useful workflows for legal practice software
The first deployment should focus on repeatable, high-value conversations that have clear source data and a clear outcome.
- Capture prospective-client contact details
- Identify the requested practice area
- Schedule compatible consultations
- Transfer legal or urgent questions to staff
Important boundaries
SANAA must not provide legal advice. Conflict checks, privileged information, deadlines and legal conclusions require workflows approved by the law firm and platform.
Fit the platform customers already use
SANAA can read and update compatible external calendars or CRM systems. The partner and SANAA teams define permitted actions, source-of-truth rules, errors and human escalation before launch.
Start with a controlled pilot
A pilot with a narrow customer group can validate terminology, call routing, integration behavior, business onboarding and adoption before a larger release.
Questions software teams ask
Integration FAQ
Is SANAA a public self-service API?
SANAA is currently offered through a managed integration process. API access, webhooks, authentication and implementation details are discussed with each software partner rather than promised as a one-size-fits-all public API.
Can a software company support multiple customer businesses?
Yes. SANAA can support a software-company relationship involving multiple customer accounts. The exact account hierarchy, permissions and rollout model are defined during integration discovery.
Can SANAA connect with external calendars and CRMs?
Yes. SANAA can read and update compatible external calendars and CRM systems. The available actions and source-of-truth rules are mapped with the partner before implementation.
Who provides the phone numbers and telephony?
The SANAA team provides the phone-number and telephony layer for the agreed deployment. Routing, coverage, escalation and number requirements are reviewed during planning.
Can partners use their own branding?
Yes. The experience can use partner branding without presenting it as Book With AI. The AI receptionist retains the SANAA name, so the accurate description is a partner-branded integration powered by SANAA rather than a completely anonymous white-label product.
What happens when SANAA needs a person?
SANAA can transfer the call to the human phone number the business provides, according to the escalation rules agreed for that customer workflow.
Continue researching SANAA for platforms
SANAA embedded partnership
Bring SANAA to the businesses your software already serves.
Tell us about your platform, customers and desired workflows. We will review the integration model with your team.
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