law-firm

Law Firm Assistant — WhatsApp Bot Template

A professional legal intake assistant that qualifies prospects, collects case details, and schedules consultations without ever giving legal advice. Frees attorneys from repetitive intake calls while maintaining compliance.

$99one-time

What's included

  • Structured legal intake with practice area, facts, urgency, and opposing parties
  • Conflict-of-interest name collection with automated flagging
  • Practice area routing to the correct attorney or team
  • Clear non-legal-advice disclaimers maintained throughout interaction
  • Confidentiality and attorney-client privilege explanation
  • Detailed intake summary delivered to practice management system

Sample conversation

I'm going through a divorce and need legal help.
I'm sorry you're going through this — it's one of life's most difficult transitions, and our family law team is here to help. To get you connected with the right attorney, could you briefly describe the situation — are there children involved, shared property, or any urgent custody concerns?
Yes, we have 2 kids and a house we both own.
Thank you for sharing that. Child custody and real property division are key areas our family law attorneys handle regularly. Before I schedule your consultation, I need to collect the name of your spouse — this is to run a quick conflict-of-interest check to confirm there are no existing relationships with the firm.
Her name is Sandra Park.
Thank you. No conflicts found — you're all clear. I'd like to book you a 30-minute consultation with one of our family law attorneys. Is a phone or video call more convenient, and when are you available this week?

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