Keep the consultations that need you
Roughly what the fee is, what documents are needed, how long it takes. Handle that first and the consultation itself can get to the point.
It does not give professional advice
The chatbot answers only within the guidance you have published. It does not assess an individual matter or stand in for licensed advice, and routes such questions to consultation. You can narrow that scope with written instructions.
Half of a first consultation is orientation
The call opens with process, documents, and how fees work. The part where you actually hear the matter gets pushed back.
That orientation is nearly identical every time. It is on your website too, but visitors struggle to find the part that matches their situation.
Handle it up front and people arrive already knowing the basics. What they asked is on record, so you have a sense of the matter before the call.
How it gets used
Process and documents
What paperwork is needed and how long things usually take, within what you published.
How fees work
What the fee depends on and what moves it, with individual figures passed to consultation.
Asking without identifying yourself
The more sensitive the matter, the more people hesitate to give a name. They can check first and decide afterwards.
Send guidance as a link
A process guide sent as a link shows how far the other side read.
Common questions
- Could a wrong answer create liability?
- It answers from your material and shows the source page as a link. We recommend instructing it to decline anything needing individual judgement and pass it on. Where the line sits between published guidance and actual advice is your firm to decide.
- Where do these conversations end up?
- Only inside your account. Contact details a visitor leaves are stored there and nowhere else.
Spend consultations on the substance
The repeated orientation is handled before you pick up.