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Overview

All chatbot conversations and intake data are automatically delivered to you through multiple channels, so you can easily review and respond to new leads.

Delivery Options

1. Answering Legal Mobile App
   • Chatbot messages appear in the “Webchat” folder within the app.
   • You’ll see full intake details, contact info, and the conversation transcript (the transcript is only sent via email). An AI summary of the conversation is posted to the app message that you receive.
2. Email
   • Intakes are sent to the email addresses you specify during setup.
   • You can add multiple recipients to ensure all relevant team members are notified.
3. CRM Integration (If Enabled)
   • If your firm uses a CRM integrated with Answering Legal (e.g., Clio Grow, PracticePanther, etc.), chatbot leads will populate directly into your CRM system.
   • All intake data, notes, and contact info will appear just like phone-call leads.

What’s Included in Each Intake

• Name, phone number, email
• Legal matter type
• Custom intake responses
• File uploads (if applicable)
• Appointment (if scheduled)
• Full conversation transcript