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Law Firms

A thoughtful intake. A clearer first consultation.

Organize prospective-client enquiries and route them to the appropriate practice team.

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CHATTRON / LAW FIRMS

Consultation intake

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Consultation intake

A clear owner for every enquiry
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EXAMPLE WORKFLOW→
BUILT AROUND YOUR WORK

Useful help at every step.

01 /

General inquiries

Share general information about the firm’s published services.

02 /

Consultation requests

Gather basic contact preferences before formal intake.

03 /

Practice-area routing

Direct legal questions to a qualified professional without inviting confidential details in open chat.

THE LAW FIRMS CUSTOMER JOURNEY

From first question to the right next step.

01

Understand the enquiry

Collect a general practice area and contact preference.

02

Arrange intake

Help potential clients request a consultation without promising representation.

03

Hand over carefully

Let the firm handle conflict checks and confidential case details through approved channels.

ILLUSTRATIVE LAW FIRMS CONVERSATION

Can I speak to someone about a business contract?

Our intake team can arrange a conversation with the relevant practice group.

Route to your law firms team →
THE TOOLS BEHIND THE EXPERIENCE

A connected set of capabilities.

01 /

Live Chat

Meet customers on your website when a question could become a reason to leave. Keep the conversation personal, organized, and easy to continue.

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02 /

Pre-Chat Form

Collect the few details your team needs before a conversation begins. A short form helps people reach the right person without unnecessary back-and-forth.

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03 /

Chat Transfer

Move a conversation to the teammate who can resolve it while keeping the discussion intact. Make the handoff feel like progress rather than another delay.

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COMMON QUESTIONS

A thoughtful starting point.

Can this fit our law firms workflow?

Start by mapping your main inquiry types and the teams responsible for them. Configure greetings, intake, and routing around that map.

What should we collect in the first conversation?

Ask for the minimum information required to understand the request. Use approved specialist channels for sensitive information or decisions.

How can we get a tailored demonstration?

Contact the team with a short description of your current process and the customer experience you want to improve.

YOUR NEXT CUSTOMER STARTS HERE

Every great connection
begins with hello.

Make your next conversation a reason to choose you.

Start Your Free Trial →14 days. No credit card required.