Industry Solutions: Legal

Conversational Intake for Law Firms

Heshie Brody

Founder

For law firms, intake is critical. It's the first impression a potential client has of your firm. Yet, so many firms still rely on cold, intimidating PDF forms or lengthy phone screenings that bottleneck the process.

Legal clients are often stressed or anxious. The last thing they want is a bureaucratic hurdle. They want to be heard.

Empathy at Scale

ChatToSurvey allows you to build an intake flow that feels personal and empathetic, even when it's automated.

The difference in tone is palpable. The chat approach builds trust from the very first interaction.

Qualification & Routing

Not every lead is a good fit. Your intake flow can automatically qualify leads based on their answers.

• Practice Area: Automatically route personal injury leads to the PI team and family law leads to the Family Law team.
• Jurisdiction: "Where did this happen?" If it's outside your state, the chat can politely refer them elsewhere or flag it for review.
• Urgency: Identify high-stakes cases immediately and alert a senior partner via SMS or email.

Secure & Auditable

We understand the importance of confidentiality and data integrity in the legal sector. ChatToSurvey provides structured exports and audit trails, ensuring you have a verifiable record of exactly what the client said and when.

Move your firm away from clipboard culture. Give your clients the modern, responsive experience they expect, while gathering the detailed facts your attorneys need.