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
Customize this prompt with your company name, tone, and specific instructions. Chatsy lets you edit the system prompt for any chatbot.
Implementation guide
Upload your practice area descriptions, attorney bios, fee structures, consultation process details, and frequently asked questions about common legal procedures. Write content in plain language — most potential clients searching for a lawyer are not familiar with legal terminology. Include details about what to expect during a consultation, typical case timelines, and required documentation for each practice area.
Designing the Intake Questionnaire
Configure the lead capture form to collect the essential intake information: name, contact details, practice area of interest, brief case description, timeline urgency, and how they found your firm. Keep the form concise — collecting too many details upfront discourages completion. The AI should gather additional specifics through conversation after the initial capture. Route leads to the appropriate attorney based on practice area using your webhook or CRM integration.
Ethical Guardrails for Legal Chatbots
Add explicit instructions in your system prompt that the AI must never provide legal advice, predict case outcomes, guarantee results, or discuss fees for specific cases. Include a disclaimer that conversations do not establish an attorney-client relationship. These guardrails protect your firm from unauthorized practice of law claims. The chatbot should focus on general process information, intake collection, and scheduling — leave legal analysis to the consultation. Review conversations monthly to ensure the AI stays within these boundaries.
Expected results
Best for
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.