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Lead Notifi · Legal Services & Law Firms
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Legal Services Enquiry Lead Qualification Bot

A prospective client messages "need legal help" — the bot asks whether it's a personal or business legal matter, genuinely branches into practice-area selection either way, then books a consultation before routing to an attorney.

Option 1

Build it as a Manual Bot

Branches at the first question — Personal Legal Matter collects a practice area and urgency, Business Legal Matter collects its own practice area and company size — both paths reconverge at consultation scheduling, tagging and attorney routing.

1.LogicTriggerAny new contact's first incoming message (no keyword needed)
2.CommunicationQuick ReplyHi! Is this a Personal Legal Matter or a Business Legal Matter? — branches into 2 paths: Personal Legal Matter / Business Legal Matter
3.InputDate InputPreferred consultation date? (DD/MM)
4.LogicSet Taglegal-lead
5.LogicTeam AssignmentAttorney
6.CommunicationQuick Reply

START

Trigger

Fires On (Required)

Any new contact's first incoming message (no keyword needed)

60/200

Quick Reply

Body Text (Required)

Hi! Is this a Personal Legal Matter or a Business Legal Matter?

63/1024

Buttons (Max 3)

Personal Legal Matter

21/20

Business Legal Matter

21/20

IF PERSONAL LEGAL MATTER

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which area of law is this related to?

37/1024

List Items (Max 10)

Family Law

10/20

Property Dispute

16/20

Employment Issue

16/20

Text Input

Prompt (Required)

Is this time-sensitive (e.g. an upcoming court date)?

53/1024

IF BUSINESS LEGAL MATTER

List

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Which area of law is this related to?

37/1024

List Items (Max 10)

Contract Drafting

17/20

Corporate Compliance

20/20

IP/Trademark

12/20

Text Input

Prompt (Required)

What's the size of your company?

32/1024

Date Input

Prompt (Required)

Preferred consultation date? (DD/MM)

36/1024

Invalid Message (Required)

That doesn't look like a valid date. Please try DD/MM.

54/200

Set Tag

Tag (Required)

legal-lead

10/60

Team Assignment

Assign To (Required)

Attorney

8/100

Quick Reply

Header (Optional)

Image

OR

Paste image URL…

Body Text (Required)

Thanks! An attorney will reach out to discuss your matter shortly.

66/1024

Advanced settings

Option 2

Build it as an AI Agent Bot

The assistant handles urgency-assessment and general legal-process questions in whatever order a prospect asks them, and can recognize when a matter needs immediate attention rather than standard scheduling.

L

Legal Services & Law Firms

Online
hi i got served with an eviction notice, not sure what to do10:01 AM
That's a time-sensitive matter — when is the response deadline on the notice?10:01 AM
says i have 10 days to respond10:01 AM
Given that deadline, I'd recommend a same-week consultation rather than the standard scheduling window. Can you share roughly when the notice was served?10:01 AM

Unlike the manual bot above, this isn't one node in a flow — it's a separate AI assistant mode that takes over the entire conversation and replies in natural language until it's switched off.

Which fits this use case?

Manual bot: fast, consistent triage into Personal vs Business Legal Matter, but a genuinely time-sensitive issue (like the eviction notice above) gets the same fixed urgency question as a routine matter, with no escalation to faster scheduling.
AI agent: recognizes deadline pressure and proactively offers expedited scheduling, plus tells the client what documents to bring — a meaningfully better response for time-critical legal matters.
Best fit here: manual bot for routine, non-urgent legal inquiries; AI agent as the first responder for deadline-driven matters specifically, where recognizing time pressure changes what should happen next.

Frequently asked questions

Can this bot tell if a legal matter is urgent?+
The manual flow asks a fixed urgency question either way; the AI agent version can recognize deadline-driven situations (like an eviction notice) and proactively push for faster scheduling, as shown above.
Does the bot give legal advice?+
No — the bot only qualifies and schedules; all legal advice comes from a licensed attorney during the actual consultation, never from the automated flow.
What information does the attorney see before the consultation?+
Everything collected in the flow — practice area, urgency/company size, and the booked date — is tagged and routed to the Attorney via the Team Assignment node.
Is this available on Instagram and Messenger too?+
Yes — the same Trigger → Quick Reply → List branching model runs identically on WhatsApp, Instagram DMs and Messenger.

Build this bot for your business

Set up either version — manual flow or AI agent — in minutes, on WhatsApp, Instagram or Messenger.

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