Prospective clients want quick clarity on whether you can help with their legal matter. Word.Chat gives them answers and helps your intake team focus on qualified cases.
Important: Chatbot conversations must not be considered legal advice. State this clearly in your welcome message and link to your full disclaimer page.
1. Showcase Practice Areas
Train Word.Chat on your practice pages and attorney bios. The chatbot can highlight specialties, typical case timelines, and relevant credentials, guiding visitors to the right consultation form.
2. Qualify Leads Automatically
Ask screening questions about location, case type, and urgency. Based on responses, Word.Chat can suggest scheduling a consultation, refer to a partner firm, or direct to self-help resources.
3. Streamline Intake
Integrate with your intake questionnaire or CRM so details collected during chat populate the client record. Provide secure upload links if you need to gather documents after human review.
4. Support Existing Clients
Offer status updates, explain next steps, and route sensitive matters to your legal team. Make sure follow-ups move to secure email or your client portal.
Compliance Checklist for Firms
- ✅ Display non-solicitation disclaimers.
- ✅ Avoid collecting confidential details in chat.
- ✅ Provide secure transfer paths for documents.
- ✅ Log interactions for conflict checks.
- ✅ Review chatbot copy with partners and ethics counsel.
With thoughtful guardrails, law firms can provide responsive digital experiences while safeguarding client confidentiality.