Automate Your Legal Intake & Consultations
Book consults, collect documents, and onboard clients instantly
Perfect For
Designed specifically for these business types
Law Firms
Solo Attorneys
Legal Consultants
Immigration Practices
Expected Results
Real impact on your business
Time Saved
18+ hours
per week
Booking Increase
35-50%
average increase
Success Story
"Smith & Associates increased consults by 40% with automated intake"
What's Included
Everything you need to automate your customer service
Consultation bookings
FAQ answering
Client onboarding
Document collection
Case status updates
Automated reminders
Why Choose This Template?
Proven results for businesses like yours
Increase consultation bookings by 35%
Cut manual intake work by 70%
Collect documents securely
24/7 intake & updates
Reduce phone/email back-and-forth
Quick Specs
Key details at a glance
Setup Time
5 minutes
Customization
Easy drag-and-drop interface
Use Case
Perfect for law firms, solo attorneys, and legal consultancies
Available Integrations
What Our Customers Say
Real feedback from businesses using this template
"Automated intake saves us hours weekly and reduced no-shows."
Attorney Smith
"Clients complete documents before the meeting—game changer."
Attorney Johnson
Customization Options
Tailor the chatbot to match your brand and needs
Practice-area specific flows
Secure doc requests
Privacy/compliance settings
Multi-language support
Success Stories
Real results from businesses using this template
Family Law Firm Accelerates Intake
Challenge
Slow intake and missed inquiries.
Solution
Automated consult scheduling and doc collection.
Results
40% more booked consults; intake time cut by 65%.
Immigration Practice Improves Preparedness
Challenge
Clients arrived unprepared.
Solution
Pre-meeting document checklist flows.
Results
Shorter consults, higher conversion to retainers.
Frequently Asked Questions
Everything you need to know about this chatbot template
How It Works
Get your AI chatbot up and running in just 3 simple steps. No technical knowledge required.
Upload your documents
Train your AI with business info, FAQs, and product details. Just drag, drop, and you're done.
Pick your platforms
Connect Instagram, WhatsApp, Website, Facebook with one click. We handle all the technical setup.
Let AI work its magic
Your bot chats, converts, and grows leads automatically 24/7. Sit back and watch your business grow.
Why Choose Our Solution?
See how we compare to other options
Calendly
Scheduling only
❌ No legal intake, no doc collection, no FAQs
Typeform
Forms
❌ Static forms, no live Q&A, no reminders
Generic Chatbot
Basic replies
❌ No legal workflows or secure upload
✅ Our Advantage
Purpose-built legal intake flows with secure document collection, reminders, and live FAQ coverage.
Industry Insights
Expert knowledge to help your business succeed
Reduce No-Show Risk in Legal Consults
- Automated confirmations
- Pre-consult checklists
- Day-of reminders
What Clients Expect from Modern Law Firms
- Instant replies
- Transparent pricing
- Online scheduling
Ready to Automate Your Customer Service?
Get started with the Legal Services Intake Bot template and transform your business today.
Get Started Now