A comprehensive solution for progressive law firms, featuring website chat, two-way texting, automated follow-ups, client intake, and lead management.
whether you want to use a unique photo or an interesting introduction video, the choice is yours to help your firm stand out from the crowd
Turn chat leads into phone calls with Call-Connect. Boost your daily call volume using The Intake Bot™ and its simple click-to-call widget.
Allow your customers to send documents directly through our intake bot
Effortlessly book consultations with our chatbot’s self-scheduling feature.
Access tailored services specific to your location with ease.
Automate your email replies for quick and efficient communication.
Connect effortlessly with support available in multiple languages.
Send instant updates with our automated text messaging feature.
Easily track and manage cases with our matter identification tool.
After years of experimenting with inferior intake solutions for own firm, we decided to revolutionize the law firm intake business with more affordable and more effective technology.
The Intake Bot™ provides an intuitive, user-friendly dashboard designed to streamline lead tracking and management at a glance. With our interactive dashboard, you can effortlessly monitor and manage all incoming leads, whether answered, unanswered, or pending. This ensures that no potential client or customer slips through the cracks. The layout is designed for ease of use, so you can quickly access essential lead information without needing to navigate complex menus. By centralizing all your lead activities in one accessible place, The Intake Bot™ empowers your team to stay organized, efficient, and responsive to client needs, ultimately maximizing lead retention and conversion.
With The Intake Bot™, organizing and categorizing leads is effortless through a robust tag-based management system. Tags allow you to classify leads according to status, priority, source, or any custom label you choose, creating a tailored and streamlined approach to lead organization. This system provides quick insights into where each lead stands in your pipeline, making it easy to prioritize follow-ups or identify which leads need immediate attention. By applying specific tags, you can track conversion rates and identify trends in client inquiries over time. This added layer of organization helps your team stay focused, improving efficiency and ensuring that all leads are nurtured appropriately, maximizing your conversion potential.
The Intake Bot™ simplifies lead management with over 100 automation triggers, empowering you to create seamless, efficient workflows tailored to your needs. These automation triggers can handle routine tasks such as sending welcome messages, following up on unanswered inquiries, and updating lead statuses—all without manual input. With a wide range of trigger options, you can design workflows that respond instantly to specific actions or lead behaviors, ensuring consistent engagement and timely responses. By automating repetitive tasks, your team can focus on building client relationships, while The Intake Bot™ takes care of the essential follow-ups, increasing productivity and improving lead retention.
The Intake Bot™ optimizes your sales process with a powerful Pipelines feature, designed to keep you on top of every lead. With customizable sales pipelines and stages, The Intake Bot™ allows you to manage each pipeline seamlessly—from initial contact to client conversion. Track and organize leads, assign tasks, and update statuses in real time, ensuring that no potential client slips through the cracks. With a clear visual overview and advanced automation, your team can focus on meaningful interactions while The Intake Bot™ takes care of the details, boosting productivity and maximizing conversion rates.
