Industry Solution
Instant Reply for legal intake teams
Potential clients want a response right away, but legal intake still needs guardrails. This keeps both true.
Where to focus in the interactive demo
Initial intake qualification
Human review triggers
Consultation booking follow-up
The cost of "doing it manually"
Most legal intake-automation owners lose 25% of their leads to slow response times. Move the sliders to see how much revenue Instant Reply recovers for you.
Ghosted leads
18/mo
AI recovered
11/mo
Estimated Monthly Recovery
$7,000
Annual ROI
$84,000 / year
- 24/7 coverage for off-hour leads
- Automatic CRM lead capture
- Ghosted lead follow-up sequences
No credit card required
Common pain points
Potential clients go cold when intake replies too slowly.
Staff repeat the same qualification questions before a case is reviewed.
Urgent or sensitive matters need clear escalation instead of ad hoc judgment.
What the product helps with
Faster intake response without pretending the AI is legal counsel.
Structured routing for urgent matters and human review triggers.
Cleaner follow-up across consultation booking and intake completion.
Questions from legal intake teams
How does AI legal intake work over WhatsApp or Instagram?
Instant Reply connects your WhatsApp Business number and Instagram DMs to an AI that runs a structured intake qualification - practice area, jurisdiction, timeline, and contact details - before any attorney reviews the matter. The AI never provides legal advice; it collects information and routes the thread to your intake coordinator or attorney based on practice-area rules you define. New inquiries get an immediate response even if they come in at midnight.
Can we require human review before any commitment is made to a prospective client?
Yes. You set explicit escalation triggers - a prospect mentions a court date, a specific dollar amount, or certain practice-area keywords - and those conversations route to a human attorney immediately. The AI handles pre-qualification only; no substantive legal guidance is generated. Escalation happens before any ambiguity about representation arises.
How do we handle confidential information that prospects share in a DM?
Instant Reply uses access controls and encrypted transport, but firms should review the current security and data-processing documentation before connecting confidential client intake conversations. Limit access and avoid treating the inbox as a case-management record.
What happens to consultation requests that go cold?
If a prospective client fills out part of the intake flow but stops responding, a follow-up sequence re-engages them at a defined interval. You control the timing and the copy - typically one or two touches, not a sales drip. Recovered threads are handed to your intake team with the full conversation history attached.
Does this work alongside our existing case management software?
Instant Reply is not a case management system. It covers the channel-to-intake handoff - converting social DM inquiries into qualified, routed leads that your intake team picks up. Once a matter is opened in your case management software, the conversation thread can be exported or summarized for the file. CRM sync with HubSpot or Pipedrive is available for firms that track leads before matter opening.
When to skip us
If your firm prohibits any automation in client intake, this should stay out of your workflow.
Features powering this solution
Each feature below works independently or as part of the same inbox your team uses every day.
WhatsApp Business API
Connect an eligible number through the supported Meta onboarding flow.
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AI Replies
Train on your context. Every DM gets an on-brand first response.
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DM Lead Capture
Qualify and route every inbound DM before it goes cold.
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Shared Inbox
WhatsApp, Instagram, and Messenger in one team view.
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CRM Integration
Auto-sync contacts and conversation context into HubSpot or Pipedrive.
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Follow-up Automation
Re-engage stalled leads on a schedule you define.
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See it in context
Open the interactive demo, compare plans, or keep moving only if the workflow matches your setup.