Client Intake – Omni-Channel Instant Messaging Agent
Meet clients on the messaging apps they already use and deliver a professional, secure, and consistent intake experience.
Many potential clients prefer messaging over email or forms. The Omni-Channel IM Agent handles enquiries professionally across WhatsApp, Telegram, and Facebook Messenger — qualifying leads and creating matters automatically while protecting confidentiality.
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 messaging platform such as WhatsApp, Telegram or Facebook Messenger
2
The agent responds professionally and will attempt 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 ans summary to the relevant department at your firm