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How does chatbot customization work?

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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