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ChatbotsLegal & Accounting
Client Intake Pre-Screener
Built on Lead Qualification Bot
Screens new matters on type, jurisdiction, deadlines, conflicts, and budget before a consultation is booked, so billable hours stop going on enquiries the firm was never going to take.
What's included
- Asks matter type, jurisdiction, and deadlines
- Collects the names a conflict check needs
- Never gives legal or tax advice
- Books only the consults worth holding
Live in 4 days, 7 days of post-launch tuning
$89/mo
+ $239 one-time setup
14 days free, then $89/mo + $239 setup
Or $890/yr · setup waived billed annually: 2 months free
Built, hosted & maintained for you
No new software to learn
Questions? Book a free audit and we'll tailor it to you.