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Workflow guide

Support plan for law firms

Answer practice area, fee structure, and office questions from your firm’s pages. Anything that sounds like legal advice goes to an attorney.

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What the visitor sees

Questions to test

What the agent answers, and what stays with your team.

Use these questions as test prompts. Each one should be answered from the source under it. Account-specific answers need authentication and a supported connection.

Intake assistant

Planning sample

Answer from approved sources

  1. 01
    Do you handle landlord and tenant disputes?Practice areas
  2. 02
    How does your retainer work?Fees and retainers
  3. 03
    Is there parking at the downtown office?Office locations
Boundary

Hand to your team

  • Legal advice and case assessments
  • Conflict checks and engagement terms
  • Deadlines and court dates
For example
Do you think I have a strong case?
Planning guide. The examples on this page help you scope a test. They do not mean every provider, data source, or action is already connected.

Handoff rules

Write down where the agent stops.

When it does, your team sees the whole chat, not a summary.

  1. 01

    Any request for legal advice

    The agent says it can’t advise and passes the chat to intake.

  2. 02

    A court date or deadline is close

    The agent hands the chat to a person right away.

  3. 03

    The visitor names the other party

    The agent passes the chat to intake so your team can run a conflict check.

Not every job belongs to an agent. Emergencies, licensed advice, and decisions nobody has approved stay with people. See the stop conditions

What your team sees

A safer first version

Four steps, one pilot review.

Record a baseline before the test, use the same time window after it, and keep the result tied to your own conversation data.

  1. 01Choose one support job
  2. 02Add approved sources
  3. 03Set action and handoff rules
  4. 04Run a private test

Sample measurement checklist

Pilot review

Pilot review progress: 0/4

Questions before setup

Decide the rules before customers see it.

No. Write that into its instructions and test it. The agent answers from your practice area and fee pages and hands everything else to intake.

It can collect a name, email, and phone number with the built-in lead form. Keep case details out of chat until your team has run a conflict check.

Account-specific lookups and actions in another system need a supported integration and the right permissions. Check the integrations directory before including either in the workflow.

Use real questions with sensitive data removed. Compare each answer with the approved source, test the handoff, and record any missing or incorrect answer before making the agent public.

More workflow guides

Plan another support job.

All solutions

Test one narrow workflow first.

Start with five real questions, remove sensitive data, and compare every answer with the source your team approved.

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