Free tool · Legal
Law firm chatbot intake questions generator
Screen matters by practice area and urgency — without offering legal advice in chat.
How it works
- 1
Set firm context
Firm name, primary practice area, and how visitors book a consultation.
- 2
Copy intake script
Use disclaimers, practice-area questions, urgency check, and handoff lines.
- 3
Deploy with guardrails
Launch through Convia with escalation rules — no legal advice in automated replies.
Your details
Templates update live as you type.
Your templates
Disclaimer (required)
Thank you for contacting our firm. This chat provides general information only — not legal advice. No attorney-client relationship is formed until an attorney signs an engagement agreement. Do not share sensitive details you would not want stored in a website chat log.
Opening
I'll ask a few intake questions so we can route your matter to the right attorney. This usually takes under two minutes.
Practice area
Q: Which area best describes your situation?
A:
Matter summary
Q: Briefly, what happened or what do you need help with?
A: [Visitor describes facts — no legal conclusions from the bot.]
Q: Has any deadline, court date, or government notice been issued?
A: [Yes/No + date if yes — flag urgent matters for staff review.]
Urgency & contact
Q: How urgent is this — immediate, within a week, or exploring options?
A:
Q: Best phone and email for follow-up?
A:
Q: Have you worked with another attorney on this matter?
A:
Consultation handoff
Thanks. A member of our firm will review your responses and follow up. To schedule a consultation now: our consultation request form If this is an emergency involving safety, call 911 or your local emergency number first.
Intake visitors professionally before they call
Convia qualifies practice area and urgency, then routes consult requests to the right attorney workflow.
Start free — no cardView pricing · No credit card for training and testing
Law firm chats must balance lead capture with ethical boundaries. Intake questions should qualify matter type and urgency, not provide legal conclusions.
Always include a disclaimer that chat is not legal advice and that an attorney-client relationship requires a signed engagement.
Related: Product overview · Industry guide