Enterprise DNA

Sales and new business · Live demo

Website enquiry chat

Answers questions about practice groups and first meetings on the firm's website, captures the enquiry and books a first call with the right attorney.

Web chatEmail Lead captureBookingHuman handoffYour knowledge
Live demo

Talk to Nina at Bramblegate Law Group

Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Business owners often research law firms at night, with a question they aren't ready to phone about. The contact form waits until morning, and by then they've booked with a firm that answered.

How it works

  1. Answers questions about practice groups, fees and first meetings from the firm's own guide
  2. Asks what the matter is about and routes it to the right team
  3. Notes the other parties so the firm can run its conflict check
  4. Books a first call by video or in the office and emails a confirmation
  5. Never gives legal advice, and adds questions that need judgement to the attorney's notes

What it connects to

  • Website
  • Calendar
  • Practice management system
  • Email
Sample email thread
  1. ClientHi, my business partner wants to leave our LLC. Is that something you help with?
  2. AgentYes, our Corporate team handles partner exits and changes to operating agreements, and the first 30-minute call is free. Can I take your first name?
  3. ClientIt's Daniel. Will I have to buy out his share?
  4. AgentThat depends on your operating agreement, so it's a question only an attorney can answer. I'll add it to the notes for Owen Pierce, who handles partner exits. He has Wednesday at 10am or Friday at 3:30pm by video. Which suits you?
  5. ClientWednesday works.
  6. AgentYou're booked with Owen on Wednesday at 10am by video. I'll email a confirmation, and it helps to have your operating agreement handy.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.

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