Legal Client Intake Bot
Qualify potential clients, answer practice area questions, and schedule consultations with an AI trained on your firm information.
How it works
Place the chatbot on your law firm website. It answers questions about your practice areas, explains legal processes in plain language, collects preliminary case information from potential clients, and routes qualified leads to the appropriate attorney for consultation.
Sample conversations
Do you handle personal injury cases?
How much does a consultation cost?
What documents do I need for my case?
How long does a divorce typically take?
Do you offer payment plans?
Can I schedule a free consultation?
What this template includes
Practice area Q&A from your firm content
Client intake information collection
Consultation scheduling
Document requirement guidance
Fee and payment information
Attorney routing based on practice area
Key benefits
Example system prompt
Expected results
Best for
Poor fit when
Your jurisdiction restricts automated communications about legal matters.
Your firm only takes referrals through partner relationships, not inbound web inquiries.
Your matters are protected by privilege rules that AI logging would complicate.
Sources
Frequently asked questions
Can the bot give legal advice?
No. The chatbot provides general information about practice areas and processes. It explicitly avoids legal advice, case evaluations, or outcome predictions. For legal advice, clients are directed to schedule a consultation with an attorney.
Is client information secure?
Chatsy uses encryption in transit and at rest. For attorney-client privilege considerations, configure the bot as a pre-intake tool that collects general information before formal engagement.
Is client communication through the chatbot confidential?
Yes. All conversations are encrypted and stored securely. Chatsy does not use customer data to train AI models, maintaining attorney-client privilege expectations.