AI bots for law firms
Instant quote bot for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: potential clients call once, get voicemail and call the next firm. This instant quote bot takes that job off your plate. Asks a few questions and gives a ballpark quote straight away, then books the next step.
Why law firms ask for this
- Potential clients call once, get voicemail and call the next firm.
- Intake questions are asked again on every consultation call.
What it looks like in practice
Picture a small immigration practice with one paralegal. A client wants a rough price before committing. The bot asks five questions, works out a range from your own pricing rules, and offers a consultation. The answers land in Clio so you don't ask them again.
How it works for law firms
Once the instant quote bot is running for a small immigration practice with one paralegal, this is the sequence.
- A client starts a chat or fills a short form.
- The bot asks the questions that drive your pricing.
- It calculates a range using your rules.
- It sends the range with a link to book a consultation or site visit.
- The details go to Clio.
Tools it connects to
You keep working in Clio and MyCase. The instant quote bot sits alongside, built with OpenAI, n8n and Google Sheets.
Questions from law firms
Does the instant quote bot work with Clio?
Often, yes. Before building the instant quote bot I check your Clio account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the instant quote bot, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for law firms?
Plan on 5 to 7 days from the day I get access to your accounts. Most of that is testing with your real consultations and messages, so nothing goes live until it behaves the way you want.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built