AI bots for law firms
Client intake bot for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: intake questions are asked again on every consultation call. This intake bot takes that job off your plate. Collects intake details and documents before the first consultation, so you don't ask twice.
The problems it takes off your list
- Intake questions are asked again on every consultation call.
- Engagement letters and fee agreements wait days for a signature.
- Document requests to clients get lost in email threads.
What it looks like in practice
Say you run a small immigration practice with one paralegal. A new client books a first consultation. They get a link to a short guided form, answer a few questions and upload the documents you need. You open Clio before the consultation and the summary is already there.
How it works for law firms
Step by step, this is what the intake bot does with your clients.
- A new consultation is made.
- The client gets a link to a short guided chat or form.
- It collects details and uploads, and asks follow-ups based on answers.
- Everything is saved to Clio.
- You get a summary before you meet.
Tools it connects to
It plugs into the tools law firms already use, such as Clio, MyCase and SharePoint, and runs on Typeform, OpenAI and n8n.
Questions from law firms
Does the intake bot work with Clio?
Often, yes. Before building the intake bot I check your Clio account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the intake bot, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What does the intake bot cost to run each month?
Setup for the intake bot starts at $300 while the launch offer is on, for law firms and everyone else. Tools like OpenAI, Twilio and n8n hosting usually cost $5 to $30 a month, billed to you directly. I'll tell you the exact number before we start.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built