Automate new client intake and scheduling for your law firm

Welcomes new legal inquiries on WhatsApp and lets an AI assistant book the consultation for you.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"client submits intake form"]:::trig s0[("save client details")]:::store s1["send welcome message"]:::svc s2["AI assistant finds meeting time"]:::svc s3["book consultation on calendar"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"consultation booked on calendar"/]:::out pay{{"faster response with less manual scheduling"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneSpreadsheet & Database OpsScheduling & Calendar
Connects
JotformGoogle SheetsGoogle CalendarWhatsApp
Featured in

The problem it solves

Following up on every new inquiry, answering the same intake questions, and going back and forth to find a time that works eats up hours you'd rather spend with clients. Slow responses can also mean a potential client calls a different firm instead.

Who it fits

Law firms or legal practices handling a steady stream of new client inquiries.

How it works

  1. A potential client submits your intake form
  2. Their details are saved and a welcome message is sent on WhatsApp
  3. When they reply, an AI assistant chats with them to find a good time
  4. The consultation is booked directly onto your calendar
What you get

Consultations booked without a single scheduling call

New client inquiries get a friendly WhatsApp welcome and a booked consultation on your calendar, without anyone on your team picking up the phone.

What you get

A logged inquiry, an engaged prospective client, and a booked consultation on your calendar.

What you need

A Jotform account, a Google Workspace account (Sheets and Calendar), a WhatsApp Business account, and a Postgres database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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