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How does chatbot customization work?
Published: 07.18.25
Customization Features
1. Case-Specific Intake Flows:
- The chatbot dynamically asks legal intake questions based on the type of legal matter (e.g., personal injury, family law, etc.).
- This ensures relevant data is collected during each conversation.
2. Firm-Specific Details:
- The chatbot can be trained using documentation provided by the firm.
- Example: It can answer questions about office hours, practice areas, location, and consultation procedures.
3. Message Routing Options:
- Leads and chat transcripts can be sent to:
- The Answering Legal Mobile App (“Webchat” folder)
- Email addresses (multiple, if needed)
- CRM platforms (if integrated)
4. Optional Integrations:
- Integration with the attorney’s calendar for appointment scheduling.
- File upload capability for clients to share documents directly via chat. Ex: medical records, police reports, traffic tickets, scans, signed documents, etc.
Implementation Options
- Hands-On Help: Answering Legal can install the chatbot on the firm’s website directly.
- Collaborative Setup: They can also send the chatbot script to the firm’s web manager.
- DIY: Tech-savvy attorneys can embed the chatbot themselves using a provided code snippet.
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