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Chatbot Requirements Intake
Tell us what you want the chatbot to do. Fields marked * are required.
1
Contact & Firm
Required
▾
Organization / Firm Name *
Primary Contact Name *
Email *
Phone
Website
Practice Areas
Family
Criminal
Personal Injury
Employment
Business/Corporate
Real Estate
Probate/Estate Planning
Immigration
Bankruptcy
Other
Tip: Hold Ctrl/Cmd to select multiple.
Approx. Monthly Website Visitors
Select…
0–500
500–2,000
2,000–10,000
10,000+
Not sure
2
Goals & Success
Optional
▾
Primary goal *
Select…
Lead generation / intake
Client support / case updates
Internal operations assistant
Billing & payments
Document automation
Combination
Top outcomes (up to 3) *
KPIs (select all that apply)
Consultations booked
Qualified leads
Reduced admin time
Faster client response time
Higher conversion rate
Fewer missed calls
Reduced email volume
Other
3
Channels
Optional
▾
Where will the chatbot live? *
Website
Client portal
Microsoft Teams
Slack
Email
SMS/Text
Voice/Phone
After-hours behavior
Select…
Collect info and create a ticket
Offer next-day scheduling
Escalate urgent issues to on-call staff
Show limited FAQ only
4
Features Needed
Pick required
▾
Select all
Clear
Client-facing
Answer FAQs
Client intake
Conflict intake
Scheduling
Secure upload
Status updates
Payments
Reminders
Internal operations
Check calendars
Reserve rooms
Create tasks
Matter data
Time & billing
IT tickets
Doc search
Doc generation
AI document workflows
Summarize docs
Extract dates/terms
Draft emails
Draft documents
Knowledge base Q&A
Selected:
0
(These are treated as required features.)
5
Priority & Volume
Pick up to 5
▾
Top priority features (pick up to 5) *
Answer FAQs / visitor questions
Prospective client intake (guided questionnaire)
Schedule consultations / meetings
Secure document upload (intake/docs)
Client status updates (matter milestones)
Payments (send invoices/payment links, collect retainers)
Reserve conference rooms
Create tasks / assign work items
Document generation from templates
Document search (SharePoint/iManage/NetDocuments)
Summarize uploaded documents
RAG over firm knowledge base (policies/templates)
Billing/time entry capture
Hold Ctrl/Cmd to select multiple.
Estimated chat volume
Select…
0–50 chats/month
50–200 chats/month
200–1,000 chats/month
1,000+ chats/month
Not sure
Human handoff
Select…
Yes - live transfer when available
Yes - create a ticket/message
No - bot only
6
Integrations
Optional
▾
Email/Calendar
Select…
Microsoft 365 (Outlook/Exchange)
Google Workspace
Other
Practice management
Select…
Clio
PracticePanther
MyCase
Smokeball
LEAP
Filevine
Other
Document system(s)
SharePoint
iManage
NetDocuments
OneDrive
Google Drive
Other
Other tools to integrate
7
Security & Rules
Optional
▾
Data sensitivity
Select…
Public info only
PII allowed (name/email/phone)
Client confidential allowed (requires strong controls)
Authentication
Select…
No
Client portal login (SSO)
One-time passcode (email/SMS)
Disclaimers / notices
No legal advice disclaimer
No attorney-client relationship disclaimer
Conflict check notice
Consent to SMS
Privacy policy consent
Record retention notice
8
Timeline & Notes
Optional
▾
Target go-live date
Budget range
Select…
Under $1,000
$1,000–$5,000
$5,000–$15,000
$15,000+
Not sure
Notes / special requirements
