Law Firm Intake Chatbot That Qualifies Leads 24/7

A prospective client fills out your contact form at 11pm on a Sunday. By Monday morning, your intake coordinator has a structured summary: matter type, jurisdiction, urgency, contact details, and a note flagging one opposing party for a conflict check. All captured by an AI chatbot trained on your practice areas, without your team having to answer the phone.

Qualified leads only, 24/7 intake
GDPR compliant, EU servers
From $19/mo (not $140+/mo per seat)
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

The Intake Math on a Law Firm

67%

Of legal inquiries arrive after business hours

$1k-10k+

Per-case value for many practice areas

50-70%

Of website leads never call back after voicemail

5 min

To deploy Boei on your firm website

What a Prospective Client Actually Does

Sunday, 10:47pm. A prospective client lands on your firm website looking for representation in a family law matter. Here is what happens next:

  1. Prospect asks: "Do you handle contested divorce cases in New Jersey?"
  2. AI checks practice areas and jurisdiction: Confirms your firm covers family law and is licensed in NJ, drawn from your website content. If the matter is out of jurisdiction, the AI says so honestly and does not book.
  3. AI asks the standard qualifying questions: Timeline, whether children are involved, opposing party name, urgency, and preferred contact method. Conversational, not a form dump.
  4. Contact details captured: Name, email, phone, preferred callback window. Validated in-chat.
  5. Conflict flag raised: The AI captures the opposing party name and marks the intake with a "needs conflict review" note. It does not perform the conflict check itself; that stays with your intake coordinator.
  6. Intake summary emailed: Full transcript plus a structured summary (matter type, jurisdiction, urgency, conflict flag, contact info) goes to the intake coordinator or managing partner.
  7. Prospect confirmation: "We received your inquiry. An attorney or intake coordinator will follow up by 10am tomorrow." Sent by email, SMS, or WhatsApp based on preference.

No voicemail. No form that sits in a shared inbox until Wednesday. No lead lost to the next firm on the SERP.

Boei explicitly does not provide legal advice. Every conversation states: "I can help you understand our services, but I am not a lawyer." See the guardrails section below.

Three Law Firm Intake Use Cases Boei Handles

The intake load that eats your coordinator's day.

New Client Intake

Prospective clients arrive on your site outside business hours. The chatbot captures matter summary, jurisdiction, timeline, and contact details, then emails the intake coordinator a structured summary with the full transcript.

  • Matter summary in the prospect's own words
  • Jurisdiction and practice-area routing
  • Contact + preferred callback window
  • Full transcript emailed to intake

Basic Qualification

Jurisdiction check, practice-area match, and urgency assessment happen inside the chat. Matters outside your practice areas or licensed jurisdictions are politely declined so your attorneys only see leads worth reviewing.

  • Practice area match against your firm
  • Jurisdiction check against your licenses
  • Urgency / statute-adjacent flagging
  • Out-of-scope leads declined honestly

Conflict Flag for Review

Opposing party names and matter details are captured and passed to the intake coordinator with a "needs conflict review" note. The AI never makes a conflict determination itself. That stays with a human every time.

  • Opposing party name captured
  • Matter details attached to intake
  • "Needs conflict review" flag on summary
  • Human coordinator completes the check

Features Law Firms Actually Use

Every action wires into the systems your firm already runs on.

Practice-Area Routing

Family, personal injury, immigration, business, criminal defense, real estate. Configure custom qualifying questions per area, route the intake summary to the right partner or paralegal.

After-Hours Capture

67% of legal inquiries arrive after business hours. The chatbot captures them while your team sleeps, then delivers a structured summary in the morning.

Transcript to Intake Coordinator

Every intake ends with an email to the coordinator: matter type, jurisdiction, urgency, conflict flag, contact info, and the full conversation transcript. No re-interview needed.

WhatsApp for Prospective Clients

Prospects message your firm on WhatsApp the same way they message anyone. AI answers, qualifies, and confirms. Same shared inbox as web chat.

GDPR + Sensitive Data Handling

EU servers in Amsterdam. Cookieless mode available. DPA provided for firms that need one. Note: Boei is GDPR-compliant. It is not a substitute for your bar association ethics review.

Escalation to Attorney

High-value or high-urgency intakes route to an on-call attorney with full transcript context. Nobody repeats themselves, nothing gets missed on Monday morning.

You Need This If Your Firm...

1

Loses prospective clients to voicemail after 6pm

Every after-hours call that hits voicemail is a prospect who is 3 taps from the next firm's online intake form. Chat capture flattens that loss.

2

Has an intake coordinator who spends half the day re-interviewing

A structured intake summary with matter type, jurisdiction, urgency, and conflict flag turns a 30-minute intake call into a 5-minute confirmation.

3

Wastes attorney time on out-of-jurisdiction consultations

Politely declining out-of-jurisdiction matters at the intake step is worth an attorney hour a week for many firms.

4

Runs a marketing budget where every lead needs to convert

Legal PPC costs $50-300+ per click in many practice areas. A qualified intake capture rate improvement pays for the software many times over.

5

Wants a WhatsApp intake channel without hiring for it

Prospective clients increasingly prefer messaging over phone. Boei runs the same chatbot on WhatsApp with no per-message billing surprise.

What Firms and Legal Ops Say

Law Firm Intake Chatbot FAQ

Does the chatbot give legal advice?

No. Every conversation explicitly states: "I can help you understand our services, but I am not a lawyer." The AI qualifies matters, captures intake details, checks jurisdiction and practice-area fit, and books consultations. Anything that would require legal judgement is routed to an attorney with full context. This is a firm boundary, not a soft guardrail.

Does it perform conflict checks?

No. The chatbot captures the opposing party name and matter details, then attaches a "needs conflict review" flag to the intake summary. The actual conflict determination stays with your intake coordinator or a designated attorney, where it belongs. Framing this as an AI-run conflict check would be irresponsible and likely a bar association issue.

How does it handle jurisdiction?

You configure the states or countries your firm is licensed in. The AI checks the prospective client's location and matter jurisdiction against that list. Out-of-jurisdiction matters are declined politely, with an honest "we cannot represent you on this matter" message. This saves attorney time and avoids the awkward "we cannot help you" call three days later.

Can it push intake into Clio, MyCase, or PracticePanther?

Yes. Boei can post structured intake data to any practice management system that supports webhooks (Clio, MyCase, PracticePanther, Rocket Matter, and most modern PMS platforms do). If your system does not have an API, the intake summary is emailed to the coordinator and can be pasted in manually. See the legal chatbot overview for the full integration list.

Is Boei bar-association endorsed or HIPAA compliant?

Boei is GDPR compliant with EU servers in Amsterdam and provides a DPA. It is not endorsed by any bar association, and it does not carry a HIPAA BAA at this tier. Your firm is responsible for reviewing the tool against its own state bar's ethics rules on AI, client communications, and data handling. We provide the technical controls (transcripts, opt-in language, data-residency options); the ethics review is yours.

How long does it take to set up?

About 5-15 minutes. Paste one line of code on your firm website (or install the WordPress plugin since most law firm sites run WP or Squarespace). The AI auto-trains on your website content: practice areas, attorney bios, fees, service areas. Configure practice-area qualifying questions and you are live.

What does it cost vs a legal answering service like Smith.ai or Ruby?

Boei starts at $19/month (annual billing) for the full AI chatbot including intake qualification, WhatsApp, and 50+ channels. Legal answering services typically charge $140-230+/month for humans who take messages during business hours. Boei runs 24/7 in 95+ languages. See full pricing.

Capture Your First After-Hours Intake This Week

Deploy in 5 minutes. See how many qualified intakes land in your coordinator's inbox by Monday.

5-minute setup • No credit card required • From $19/mo (Starter annual) • GDPR compliant