AI Chat for Law Firm Websites With Intake Boundaries
AI chat for law firm websites is an add-on that uses your receptionist's knowledge and intake rules on your own site. Visitors can ask about your firm without receiving legal advice. Hear those boundaries in the browser voice demo before setting up.
Give website visitors your firm's intake route
The website chat add-on uses the same firm knowledge and rules as your receptionist. It gives visitors a way to ask about your services while keeping case evaluation and legal advice with your attorneys.
- Firm knowledgeUse the services, hours and policies supplied during receptionist onboarding.
- Shared rulesApply the same names-first intake boundaries to conversations on your website.
- Optional add-onAdd website chat when your firm wants another way to receive inquiries.
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Website visitors may want to know whether your firm handles a particular type of matter before they call. Chat uses the practice information you give your receptionist, including the services you offer and the work you do not accept. It answers from that knowledge rather than inventing a firm policy.
The add-on belongs on your own website and follows your intake rules there. It identifies itself as a virtual assistant and explains that the exchange does not create an attorney-client relationship. An attorney still reviews requests that need legal judgment.
How a website inquiry stays within intake
Chat starts intake with parties' names before asking for details about a matter. It uses your firm's questions and refers requests for legal advice to attorney review, following the same boundaries as your phone receptionist.
- Names firstAsk for the parties before inviting information about the dispute.
- Minimal factsUse only the intake questions your firm needs answered initially.
- Attorney decisionsRefer case evaluations and legal deadline questions to your legal team.
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A visitor asks whether your firm handles family-law matters. The assistant can describe your stated practice scope, then begin your intake sequence if the visitor wants to proceed. Parties' names come before any invitation to describe what happened.
If the visitor asks whether they will win or how long they have to act, the assistant leaves that question for an attorney. It does not infer a legal answer from the story. Review your consultation scheduling options when deciding what next step your firm's intake should offer.
Supply the knowledge and questions chat will use
You supply the firm's services, exclusions, hours and intake questions through onboarding and your website. Chat uses that same knowledge, so changes should reflect the instructions you want visitors and callers to receive.
- Practice detailsState what your firm handles and which inquiries it declines.
- Firm policiesSupply consultation information and any fees the assistant may quote.
- Shared updatesTell the AI in plain words when your instructions need changing.
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Start with the information your firm is prepared to give before an attorney reviews a matter. Your onboarding chat covers services, hours, policies and urgency. Supply only the initial questions needed for your firm's review, rather than asking visitors for a full account of their dispute.
You can change settings by telling the AI what has changed. Because website chat uses the receptionist's knowledge and rules, keep those instructions current as your practice changes. Review the receptionist setup process before preparing the content your firm will provide.
Keep chat separate from attorney advice and acceptance
Chat does not assess cases, provide legal advice or accept representation for your firm. Your team supervises its use and reviews the intake instructions, including what visitors should be asked to share.
- No case evaluationVisitors cannot obtain an assessment of merits from the assistant.
- No representation promiseA chat exchange does not establish an attorney-client relationship.
- Firm supervisionYour attorneys decide the questions and review matters needing legal judgment.
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Treat website chat as an intake channel when deciding what it should say. A visitor's account of a dispute is not a basis for the assistant to recommend a legal strategy, calculate a deadline or promise your firm will take the matter. It refers those decisions to attorney review.
The AI can make mistakes, so your firm remains responsible for supervising the tool and keeping its instructions accurate. Keep the questions focused on names and essential initial facts. Visitors should understand both who is responding and what the exchange can accomplish.
Hear the shared rules in the voice demo
The browser voice demo lets you test the receptionist's intake boundaries using a fictional firm. It demonstrates the rules shared with chat, while your own website chat requires the add-on and your firm's setup.
- Advice requestAsk whether you have a case and hear the assistant defer.
- Practice inquiryTry a fictional family-law request to hear the intake approach.
- Setup reviewCompare those responses with the instructions your firm will provide.
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Open the voice demo for fictional legal intake and ask a question a visitor might type into your website. Use invented names and facts, then ask for a prediction about the case. The response lets you assess the boundary between intake and attorney advice.
This is a voice demonstration of shared rules, without a preview of your installed website chat. Request a free trial for your firm's setup; during onboarding, supply your actual practice information and review the website chat add-on. Keep those instructions focused on the first step your firm wants inquiries to take.
Questions
Is website chat included with the receptionist?
Website chat is an optional add-on for your own site. It uses the same knowledge and rules as your receptionist, including your practice scope and intake boundaries. Review the add-on during setup so your firm can decide whether website conversations belong in its intake process.
Does the website assistant give legal advice?
No. It uses your firm's knowledge for service information and initial intake, without evaluating a case or answering legal deadline questions. Requests needing legal judgment go to attorney review. The assistant also explains that the exchange does not create an attorney-client relationship.
Does chat complete our conflict check?
Chat starts with parties' names before asking for matter details, following the receptionist's intake rules. That collects starting information for your firm's conflict review. It does not search your practice-management records or determine that the firm is free to accept a prospective client.
What happens when chat does not know an answer?
The assistant leaves questions outside its supplied knowledge for your firm to address. It does not invent a service policy, quote an unsupplied fee or offer a legal conclusion. Keep your onboarding information current so it can answer the routine questions your firm wants handled.
Can I try the website chat in the browser demo?
The browser demo is a voice conversation with a fictional firm's receptionist. You can hear the intake rules and advice boundaries that website chat shares. It does not preview chat installed on your site; that requires your firm's setup and the website chat add-on.
Try the intake rules in a voice conversation
Use the browser voice demo to hear the assistant's boundaries. Then request a free trial to review website chat for your firm's site.
Hear a sample intake Request a trial
Free trial on request: 14 days, up to 100 minutes