Industry Solution
AI intake replies for law firms: first response without legal advice
The potential client already texted three other firms. You have about ninety seconds.
We answer intake questions and collect case details. A person reviews every matter before it goes further.
Free to build and test · 7 days free on yearly
The short answer
This page is about what a prospective client sees: a fast, non-advisory first reply on Instagram or WhatsApp, a few intake questions, and a handoff to your team. Instant Reply gives no legal advice if you instruct it not to, and you can review drafts first. Check your bar's advertising and automation rules.
Last verified
Where to focus in the interactive demo
First response
Intake questions
Handoff to an attorney
Key facts
- Intake only, no legal advice.
- Draft review can be kept on for every reply.
- Conflict checks stay with a human.
How a conversation runs
- 1
Prospect messages
On Instagram or WhatsApp.
- 2
Non-advisory reply
Acknowledges, explains the next step, asks case type.
- 3
Human review
Drafts can require approval; urgent or sensitive threads escalate.
- 4
Consultation
Pro can offer Google Calendar slots; others hand to staff.
Which plan you need for this
Plan requirements checked against the product code. Meta's own WhatsApp fees are billed to your Meta account and are not in these prices. See pricing for limits.
| Capability | Starter$59/mo | Growth$129/mo | Pro$349/mo |
|---|---|---|---|
| Instagram DMsOn every plan, including Free. | Included | Included | Included |
| WhatsApp (official Meta API)Growth and above. Meta's own message fees are billed to your Meta account. | Not included | Included | Included |
| Review drafts before they sendYou can keep replies in draft for a person to approve. | Included | Included | Included |
| Human handoff and ticketsUncertain or flagged conversations go to a person. | Included | Included | Included |
| Calendar bookingGoogle Calendar: checks real free slots and books. Calendly: shares your link. | Not included | Not included | Included |
| CRM syncHubSpot, Pipedrive, Zoho, Notion, Airtable. One-way. | Not included | Not included | Included |
Break-even check
Not a forecast. This only divides the Pro plan price by what one customer is worth to you. Change the numbers to your own.
Common pain points
- Prospects go cold when intake replies come hours late.
- Staff repeat the same questions.
- Urgent matters need clear escalation.
What the product helps with
- Acknowledged within seconds
- Case type and contact details collected
- Consultation booking on Pro
Questions from ai customer support for law firms
Does the AI give legal advice?
Instruct it not to and review drafts. It should only answer intake and logistics questions from your approved material.
How is confidentiality handled?
Workspace access is role-based. Read the security page and your own obligations before connecting confidential matters.
Can it screen for conflicts?
It can collect the other party's name. A human runs the conflict check.
What about urgent matters after hours?
Escalation creates a ticket for your team. Make sure your team has its own on-call process; the AI should not be the only path.
Which plan?
Growth ($129/mo) for WhatsApp; Pro ($349/mo) for calendar booking and CRM sync.
When to skip us
If your firm prohibits automation in client intake, keep this out of your workflow.
What it does not do
- It does not run conflict checks.
- It is not a case-management system.
- Don't treat chat as a confidential record.
Further reading
- How to review an AI draft reply. The approve-before-send workflow.
- WhatsApp sales bot red-team test pack. Tests to run before the AI talks to customers.
- Legal intake routing and safeguards. The operations and compliance checklist side.
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Open the interactive demo, compare plans, or talk to the team.