AI Chatbot for Law Firms That Starts Intake Before the Consultation

Recognize the job before you route it

• Potential disputes, claims, charges, notices, deadlines, hearings, transactions, or compliance questions.
• Personal injury consultations involving incident date, location, treatment, insurance, and existing counsel.
• Estate planning inquiries about wills, powers of attorney, trusts, probate, or changes in family circumstances.
• Business matters involving formation, contracts, employment, real estate, collections, or outside counsel needs.

Collect what your team needs next

• Practice area, jurisdiction, concise factual summary, and the result the prospective client is seeking.
• Known limitation dates, court dates, response deadlines, transaction dates, and any urgent safety concern.
• Names of adverse parties and related entities for a later conflict check through the firm's approved process.
• Whether counsel is already involved, consultation preference, accessibility needs, and safe contact method.

Set expectations about confidentiality, conflicts, fees, and case acceptance

Sarah can explain the firm's published consultation and fee structure and warn visitors not to send sensitive documents until instructed. She should never say the firm has accepted a matter, cleared a conflict, guaranteed confidentiality, or predicted a legal outcome.

Send a handoff, not a transcript

Time-sensitive matters can be flagged for prompt human review without promising availability. New inquiries can route by practice area and jurisdiction, existing clients can be directed to the proper team, and clear non-fits can receive an approved response. The attorney or intake specialist sees a concise summary and deadlines before deciding the next step.