Client intake AI chatbot for law firms

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Six jobs your law firm AI chatbot takes off your desk

Whatever they ask, it has an answer — or a lawyer who does

- Is the first consultation free?
- Can I pay in installments?
- What are your office hours?
- Who will work on my case?
- Can you review a contract?
- Do I need a lawyer for small claims?
- Is there parking at your office?
- How do I become a client?
- Do you work on contingency?
- Do you speak Spanish?
- Do you handle wills and trusts?
- Do you take cases in other states?
- Do you do evening appointments?
- Can I change lawyers mid-case?
- Can you help with a green card?
- Can I talk to a lawyer today?
- Do you handle custody cases?
- Can we meet by video?
- How long does a divorce take?
- What should I bring?
- What's your hourly rate?
- Do you handle workers' comp?
- Do you offer flat fees?
- Do you handle landlord disputes?
Your Tuesday — and your agent's

In court for a morning hearing
Do you handle slip-and-fall cases at a store?
Yes — premises injuries are one of our main practice areas, and the first consultation is free.
Answered in seconds
Lunch with a client, phone face down
Can I talk to a lawyer this week? I can only do video.
Of course — every consultation can be by video. Thursday has a free slot at 4 pm.
Book it here, and the invite comes by email:
Consultation booked: Thursday, 4 pm
Drafting a settlement at your desk
The insurer offered me $8,000. Should I take it?
I can't give legal advice — please don't sign anything yet. One of our lawyers will talk it through with you.
Grace Moss · Partner, personal injuryHanded to Grace, a partner
Dinner at home, phone away
I hurt my back at work last month. Can someone call me tomorrow?
Of course. Please don't share details of what happened here — a lawyer will go through it with you on the phone.
Leave your name and phone, and a lawyer will call you tomorrow morning.
Marcus555 016 2284New inquiry: Marcus
Before the first meeting, you open your email
- Your AI agentChat transcript — Marcus“I hurt my back at work last month. Can someone call me?” · Marcus, 555 016 2284
- Your AI agentChat transcript — handed to you“The insurer offered me $8,000. Should I take it?”
- Your AI agentChat transcript — consultation booked“Can I talk to a lawyer this week?” · Video, Thursday 4 pm
- Your AI agentChat transcript“Do you handle slip-and-fall cases at a store?”
- 4
- conversations
- 2
- potential clients
- 0
- pieces of legal advice given
Nobody waited until morning for an answer, and every question that needed a lawyer reached one.
Wherever people first reach out

Add it to your firm's website
- 1Create your agentPaste your website's address — the agent learns your practice areas, fees and lawyers.
- 2Make it yoursPick its name and a calm, professional tone — and the topics it always hands to a lawyer.
- 3Add it to your siteCopy one line and paste it into your website builder — no developer needed.
Works with your website builder
Answers on WhatsApp
People who'd rather message than call write to your firm's number, and the agent replies — with the same knowledge and rules as on your site.
Hi, do you have a lawyer who speaks Spanish?
Hola! Yes — Lucía Ramos consults in Spanish on Tuesdays and Thursdays, in the office or by video.
Great, how do I book?
Pick a time with Lucía here:
Answers on Messenger
Messages to your Facebook page get an answer in seconds, even when the office is closed.
Are you open on Saturdays?
The office is closed on weekends, but you can book a consultation for Monday right here — or leave your phone and a lawyer will call you.
Monday works, thanks
Happy to help! Want me to send you the booking link?
Learns your firm. Builds itself.

Builds itself from your website
Paste your website's address and press Enter. The agent reads your site the way a new receptionist would on day one — practice areas, lawyers, fees, office hours, how to find you — and turns it into its own knowledge and instructions. No setup, no scripts, nothing to fill in.
Asks you what it doesn't know
Your website can't cover everything. When someone asks something it doesn't know, the agent doesn't make it up — it asks you, and from then on answers it by itself.
Never guesses an answer it doesn't have
Asks you with the visitor's question
Learns from your reply
Hands people to a lawyer when it should
Most questions people bring to a law firm need a lawyer. You choose the topics, and the agent hands the conversation to the right person with their contacts instead of guessing.
You choose the topics it hands over
Offers the lawyer's phone or email
The chat is in your dashboard and your email
- Every chat in your dashboard
- Each transcript in your email
- Your rules and tone
Try it with your firm's website
- 1. Enter your website
- 2. Shape your agent
- 3. Add to website
The law firm AI agent playbook
Show the playbook for
What people ask a law firm before they call. Your agent finds most of it on your site — add the rest yourself.
Personal injury knowledge checklist
Tick what your agent already knows; add the rest to its knowledge.
Practice and people
Fees
Becoming a client
Office
The first thing people see. Calm, short, with one clear next step — and a reminder not to share case details.
Buttons under the greeting, so people start with one tap. Pick up to four and drag them into order — lead with the question people hesitate to ask.
On your widget 4 / 4
- Is the first consultation free?
- Do I pay anything up front?
- What cases do you take?
- Can a lawyer call me?
More ideas
Rules for the moments that need care. Add them in a sentence each — here's how they play out.
No legal advice
Never give legal advice or say whether someone has a case. Offer a consultation with a lawyer instead.Can my landlord keep my whole deposit?
I can't give legal advice — but one of our housing lawyers can tell you in a consultation. Want to book one?
Case details in the chat
Ask people not to share details of their case in the chat. Collect only a name and a phone or email.Here's what happened: on May 3rd my employer…
Please keep the details for your lawyer — they'll go through everything on the call. Can I take your name and phone?
Urgent matters
For court dates, arrests, evictions or deadlines in the next few days, give the office phone right away.I got an eviction notice for Friday.
That's urgent — please call our office now at 555 010 4400 and say it's about an eviction this week.
Fees and outcomes
Quote only the fees on the website. Never estimate what a case will cost or what it might win.How much could I get for my injury?
I can't estimate that — every case is different. A lawyer can talk it through in a free consultation.
Existing clients
Don't discuss anyone's case. Send existing clients to their own lawyer.Has my case been filed yet?
I can't see case files — your lawyer can tell you. Want their direct phone and email?
Switch these on so first questions turn into consultations.
- Contact formTakes a name and a phone for a call back — the inquiry lands in your dashboard.
- Action buttonsCall the office, email the firm or open your booking page, one tap away.
- Human handoffHands legal questions, urgent matters and existing clients to the right lawyer.
- Follow-upWrites again if someone goes quiet before booking a consultation.
- Calendly or Cal.comBooks consultations on your lawyers' calendars.
- Google Sheets or HubSpotSends every inquiry to your intake list or CRM.
What firms most often miss before going live.
- No rule against legal adviceWithout one, the agent may try to help. Add it before anything else.
- Fees not on the site“How much?” is the top question. If you publish nothing, the agent can only offer a call — add your consultation fee at least.
- No urgent contactGive the agent the number to call for court dates and deadlines, so urgent matters never wait for a call back.
- Practice areas as a list of names“Torts” means little to most people. Describe each area with the situations it covers.



