Using the Intake Chatbot
Getting Started5 min read
Using the Intake Chatbot
The intake chatbot is your firm's 24/7 front desk. It collects prospective client details, qualifies the enquiry, and delivers an encrypted summary for your review.
How It Works
- Share your intake link — Find it under Settings → Intake Chatbot. Add it to your website, email signature, or social media profiles.
- The bot guides the conversation — It asks for the prospect's name, contact details, matter type, urgency, and a brief description.
- Data is encrypted — All responses are encrypted with 256-bit AES before being stored. Only your firm can decrypt and view the details.
- You receive a notification — An email alert is sent to your firm's admin when a new lead is captured.
Customising the Chatbot
- Greeting message — Edit the opening message under chatbot settings to match your firm's tone.
- Matter types — Configure which categories appear (e.g., custody, maintenance, divorce, commercial, criminal).
- Office hours notice — Set a message that displays outside business hours so prospects know when to expect a response.
What Happens Next
New leads appear in the Leads inbox. See Managing Leads for the full review-and-convert workflow.
Tips
- Keep the chatbot link prominent on your website — firms using it see 30–40% more qualified leads.
- Review leads within 24 hours for the best conversion rate.
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