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)

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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 Nuremberg. 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

Dr. Kirk Sanford

Dr. Kirk Sanford

CEO & Founder, Longevity Medical Institute

★★★★★

It's all upside — Boei dramatically improves responsiveness, patient conversion, and operational efficiency, and the ROI is easily justified.

Susan Jones

Susan Jones

Founder/CEO, WebMaxSEO

★★★★★

We initially installed Boei on our agency website to test its capabilities, and the results were so impressive that we've now implemented it across approximately 10 client sites. The AI chatbot not only learns from each website's unique content but also provides valuable data for our SEO strategies.

Koen Rens

Koen Rens

Owner, Luxe Kattenhotel

★★★★★

It's super easy for end users to contact us using Boei. It's clear and extremely user-friendly. With the drag and drop editor, I was ready in only a few minutes.

David K.

David K.

CEO Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? I'm giving 10 points. Why? This app is super easy. You can configure your chat widget in 5 minutes, add a JS script to your "header" in your theme and wooollaaa done. Nothing hard. We have been using Boei mainly for small corporate websites. It really solves our need to have a small chat widget which does not add up 150Kb and XXXXX JS scripts. It's really lightweight and it does not affect your website speed.

Seif Ahmed

Seif Ahmed

@seif588

★★★★★

I have been using Boei for over a year. It is very simple yet effective to implement it. Support is great - Ruben is always responsive and helpful. The product has also added new features which I have not yet needed but good to know Ruben is always working hard to add value to users of Boei. I am sure there are other similar solutions but for the price, support and features (and future updates), this is a great value.

Irfan

Irfan

@mak_web_media

★★★★★

I have been using BOEI for over a year and absolutely amazed with the growth and new features. I recommend BOEI to anyone who is looking to increase website engagement with multiple communication channels.

Peter C

Peter C

@peter_c1

★★★★★

Great founder Ruben , responds personally to emails, and always looking to improve Boei.

Andrew Lee

Andrew Lee

@fromlife89

★★★★★

It's a great tool especially for managing multiple websites and agencies.

Grzegorz G.

Grzegorz G.

★★★★★

I have a quick chat on each page, so it simplifies the way my clients can get in touch with me. It was very easy to implement and they continue to improve this software and are open to feedback. An easy way to add a communication widget to the website. I like best that it supports Messenger and Whatsaap, phone, email and live chat and it is easy to translate for multilingual pages. I can't think about real drowbacks. The [SENSITIVE CONTENT] reply all the support questions quickly and effectively, they are open to feedback. I had no issues at all with this software. Maybe if they could add some protection against spammers if you use the contact form and in some future add a chatbot, that would be fantastic.

Joshua G.

Joshua G.

★★★★★

I was looking for a chat app to easily communicate with my customers. I didn't want to install anything overly complex and I just wanted something that worked within minutes. After briefly using Boei, I knew it was right for me. It's super lightweight and easy to use, plus it has all the chat bots that you might need! Highly recommend to anyone looking for something simple. I wish there was a better UI or more design options.

Ronald D.

Ronald D.

Director Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Simple, easy to use and implement with little technical support What do you dislike about Boei? Logo deisgns can be improved and some customization of logos of different widgets What problems is Boei solving and how is that benefiting you? On multiple sites, users require different feedback channels. This allows simple customization

Fahd T.

Fahd T.

Founder Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? The best part is the simplicity of the product and ease of use. What do you dislike about Boei? The weak part is the lack of depth for advanced users. What problems is Boei solving and how is that benefiting you? Helps capture visitors using different communication channels under one platform.

Vance W.

Vance W.

★★★★★

We have been using Boei for many clients over the past year and the impact on the page speed is negligible and helps convert website visitors to warm leads. Ease of deployment, lightweight code, and overall flexibility and functionality. The form component isn't exactly flexible and extensive enough for most uses so we often have to use another form solution.

Julien V.

Julien V.

Développeur d'e-commerce Small-Business (50 or fewer emp.)

★★★★★

What do you like best about Boei? Lightweight, opens instantly, lot of features (whatsapp, messenger, contact form, links) What do you dislike about Boei? Not including a built-in chat app, more design customizations could be good What problems is Boei solving and how is that benefiting you? Allowing website visitors to contact us through their preferred channel (whatsapp, phone call, etc)

Chandra Kusuma

Chandra Kusuma

★★★★★

The greatest chat widget for websites I have ever tried. It's quite light and not reduce the site loading speed. Quite easy to install on any type of sites/CMS platform. The features and integrations is continuously developed. The support Ruben and his team provide is the best. Easily number one pick.

Cristian Trappolini

Cristian Trappolini

★★★★★

I want to leave this review because I want to tell you 2 important things: one is that those who don't speak English well often find themselves having to live with Google Translate as their best friend, and the other is that BOEI is fantastic, simple and intuitive even for those who don't speak English well. I am really enthusiastic about the ease of use from the first time, which I rarely find in a similar app. Personally I recommend it to everyone!

Renaat Sioncke

Renaat Sioncke

★★★★★

Boei.helps is an easy-to-use app to connect a support/help icon to your website. I just set up four websites with different social media links, all in no time. Boei helps to customize and speed up my website building work-flow.

Fran Tully

Fran Tully

★★★★★

Very happy to give 5 Stars for this plugin. Over 70% of my business enquiries are coming from Smartphone users based on my Google Analytics. Boei allows those users to contact me on their preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. It's a pop up with a GIF that looks great on my site. And it gives the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now, and I am very happy to recommend. I would try the free version first so you are sure. Thanks Fran

Proinsias M.

Proinsias M.

★★★★★

It was very easy to configure and setup on my website. The only issue I had to deal with was to decide what channels not to include in the pop up on the website. I need to be clear what are the essential channels to include for each site that I design. Very happy to give Top Marks to this Plugin. Most of my business enquiries are coming from Smartphone users based on my Analytics. Boei allows those users in particular contact me on the preferred social Channel with one click. I also can follow up on that channel later or over time with the conversion thread preserved. Its a pop up and also give the prospective client the opportunity to fill out a standard contact form as well. I am implementing it on all my sites now and I am very happy to recommend. I need to make sure I am not including channel options that are not relevant, so I need to be sure of my target audience to avoid clutter when the pop up is activated.

Gavin S.

Gavin S.

★★★★★

It makes it easier for website visitors to engage with me on the channel of their choice. Installing Boei was simple, took less than 5 minutes, and I was up and running. What I liked is that you can install it on Wordpress, HTML, and even on other page builders. You can use it with WhatsApp, Telegram, Live chat, Facebook messenger, or any combination of them at once so that visitors can pick the channel they're most comfortable with. None at the moment, everything is working as it should be.

Sara Hall

Sara Hall

★★★★★

How is this possible? I have been searching for a service like boei, without success for over a year. What magic is this? Isn't set up supposed to be supremely complicated, involving a coding degree, extensive technical knowledge and possibly a miracle? Boei just works. It works so well I was suspicious of it for nearly a whole week, sending endless texts and emails to myself in utter disbelief, when it failed to keel over! Set up is straight forward, easy and takes minutes. Seriously, I cannot recommend Boei enough.

Mike Foston

Mike Foston

★★★★★

Just about as easy as it gets. It uses all the ways you already have to connect to you, lets your customers choose how they want to connect, and doesn't give you another place to check for messages. Has plenty of configuration options, and support has been very responsive, and willing to listen to ideas to make improvements. Really pleased with how it looks on my sites as well. Bit of a bargain!

Lukáš H.

Lukáš H.

★★★★★

Ease of use and the number of possible integrations. Honestly I can't say there is anything I didn't like when using Boei.

Bikram K. S.

Bikram K. S.

★★★★★

Boei has been a time saver for me. I was looking for a way to integrate various social media chat options into my website so that my customers can contact me using the platform of their choice. I tried 3-4 other platforms but nothing came closer to the experience I finally got from Boei. Its WhatsApp and Google Map integration bought me over. I just wish it has support for Frase assistant and Gist assistant. Ease of use, and painless integration of various chat platforms. lacking integration with Frase and Gist and some of the labels are confusing.

Jay F.

Jay F.

★★★★★

I like that Boei is an AI that learns and continues improving by using our website's information to best answer user questions and guide them on our site. The ease of use is fantastic, requiring no coding or extensive setup work. I was able to have it running on our website in less than 30 minutes even with full customization. If I were to grade the setup ease on a scale of 1 to 10, I would give it an 11.

Ilias A.

Ilias A.

SEO Specialist

★★★★★

Boei is pretty straight-forward to setup. It is lightweight and converts website visitors into leads without over-effort. It simply works on autopilot, while you receive weekly reports on its performance with suggestions for improvement! After setting it up, I just have more leads. Simple.

Jon

Jon

★★★★★

I have followed the intuitive process to set this up on a number of my sites. It has always been easy and it has worked right out of the box. I like the fact that it is a simple widget that can be customized to any channels you wish to add.

Weboo.gr

Weboo.gr

★★★★★

Setting up Boei is a piece of cake. It's lightweight and does all the hard work for you — converting visitors into leads without too much effort. And, to top it off, you get weekly reports with recommendations on how to optimize performance! The support is direct and to the point, and its features are improving steadily.

Dieter Staudinger

Dieter Staudinger

★★★★★

Boei is the superglue that bonds together our communication with our leads and customers, in the channels they most value. Boei is simple to setup and easy to use. Our team loves Boei and we highly recommend you take a look how Boei can help up your communication game!

Jeremy Smith

Jeremy Smith

★★★★★

Boei is reliable, and brilliant at combining multiple tools together for taking care of prospects or customers. You can integrate tools you already use, plus add a few on their own. Great software.

Brendah Akoth

Brendah Akoth

★★★★★

Very great app! It does as it says and it's the most editable chat plugin compared to the others. A few days after installing it, I got inquiries and it opened my eyes to my audience. So it works and saves me time! Great automation partner!

Alexander Martenson

Alexander Martenson

★★★★★

I'm impressed with Boei. The application is simple and intuitive. Having this kind of availability for my prospects coming through my website is vital to my business.

Sheeny

Sheeny

★★★★★

Love this service. My customers can contact me with over a dozen different communication apps whatever they prefer so you never lose out on a customer that might be shy of say WhatsApp and use Viber instead.

Nuno

Nuno

★★★★★

Boei is a lightweight alternative to live chat plugins, talk to customers on their favorite channels. It has many integrations and you can use on WordPress, Shopify or any website using custom HTML. Not only Boei has good customer service but will also help yours.

Robert-Jan

Robert-Jan

CEO/Founder

★★★★★

Ruben has built an amazing and straightforward chat solution. Just let the client chose which option he wants to use! But it doesn't stop there. You can also add buttons that link to an external website, other pages on your website, integrate your chatbot, and so on. So simple, yet so powerful!

CyberCooker

CyberCooker

★★★★★

Nowadays, omnichannel offers us great advantages, but when we want to incorporate all the channels in our site we face a great dilemma: to include icons for each channel, generating visual saturation and confusion. It is here where Boei becomes a fantastic tool, since in a simple way it gives us the necessary order to provide our customers with a wide range of channels so that they can choose the one they feel most comfortable to communicate with us.

Eddine

Eddine

★★★★★

Boei is genuinely one of the most underrated tools on AppSumo. It's lightweight, super easy to install, and gives you so many options to connect with your website visitors. Whether it's WhatsApp, Messenger, email, or a simple contact form, Boei covers it all in one clean, customizable widget. What I love most is how versatile it is — it fits seamlessly with my site, doesn't slow things down, and caters to every visitor's preferred way of communication.

Jairo R.

Jairo R.

Account Executive

★★★★★

Excellent product and service. I can't complain about the level of support I've received. They are receptive to customer feedback and have a public roadmap.

Jaime M.

Jaime M.

Co-Founder

★★★★★

A simple and minimalistic tool with a lot of power! Displaying all of our contacts in a compact and easy to access way.

Stefan M.

Stefan M.

CEO

★★★★★

The integration of communication channels like WhatsApp, Facebook Messenger and Telegram as chat widgets on every page I like, the customizability and the very easy setup. Best Chat and Communication Widget I ever used.

Albert H.

Albert H.

Trainer

★★★★★

I used Replain before, but that is very complicated to manage. I searched for this solution for a long time and I really like it very much! Best solution for communication through your website!

Andres S.

Andres S.

Director

★★★★★

I use the tool on my website to get in touch with my visitors and without having to publish a form that could be abused by spammers. Communication is more fluent and direct as each user can choose their preferred channel to get in touch. Easy to use, many messaging options, customization, easy to implement on virtually any website, reports and analytics, fast to load.

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 Nuremberg 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.

Enterprise? Schedule a demo →

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