Client Intake – Chat Agent
Qualify prospects instantly with a professional AI chat that engages visitors, answers common questions, and only escalates serious leads to your team.
Give potential clients an immediate, helpful response on your website instead of making them wait for business hours. The Chat Agent qualifies enquiries in real time, gathers key information, and creates matters only when the lead meets your criteria.
How It Works
Note that this automation has been built using typical industry platforms such as Clio for illustrative purposes only. Substitute in your own platform!
1
Receive new client enquiry via a chatbot agent on your website or a via voice agent
2
The agent engages naturally and asks targeted qualification questions to extract key information from the conversation such as name, email address, message type (e.g. billing etc), department (e.g. family law), and confidence rating (to allow potential review from a human for low confidence ratings)
3
Check to see if person making the enquiry is already a client of yours within your Clio PMS system
4
If so, create a new matter in Clio using client details from Clio plus the information (such as department and query type) from the web form
5
If not, add the contact details to Clio and create a new matter as per Step 4
6
Send an email, Slack or Teams message with the new matter information and summary to the relevant department at your firm