Features · Web chat

Turn website visitors into booked consultations.

The same intake on your website, for visitors who won’t call. It answers from your own material, screens the matter and books a time — or hands the visitor to a person.

What it does

Add one script tag or an iframe to your site. The widget opens with a home screen — send a message, book a consultation, tell us what you need, about and contact — and answers only from the documents, pages and FAQs you have uploaded, with optional source citations. Guided intake uses tappable choices, so a visitor can go from first question to a confirmed slot without typing a paragraph.

RC Intake Specialist
Welcome to Rivera & Chen Law. I'm an automated assistant and can't give legal advice, but I can take a few details for an attorney.
Answered by our AI assistant, 24/7
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Home screen, themed to the firm

RC Intake Specialist
Online
Welcome to Rivera & Chen Law. I'm an automated assistant and can't give legal advice, but I can take a few details for an attorney.
Just now
I was in a car accident last week.
11:10 AM
I'm sorry to hear that. What type of legal matter can we help you with?
Car accidentDog biteProduct liabilitySomething else / Not sure
11:10 AM
Which state did the incident happen in?
Texas
Continue
11:11 AM
Are you already working with another attorney on this matter?
NoYes
11:11 AM
+Ask a follow-up…
AI assistant — can be inaccurate and does not provide legal advice or create an attorney-client relationship. Please verify important details.
Powered by Basalix AI

Guided intake with tappable choices

Human handover: a visitor asks for a person and a staff member takes over in the live inbox

How it works

Set it up in one sitting

  1. Step 1

    Install once

    Paste the one-line script or iframe embed. The widget loads only on the domains you allow.

  2. Step 2

    Match your firm

    Light or dark theme with live preview, bubble or sidebar launcher, welcome text, quick-link starter questions, Book and Get in touch buttons.

  3. Step 3

    Train it on your material

    Upload PDF, Word, text and CSV files, crawl your website with include/exclude rules, and add FAQs. Strict grounding is on by default and locked for legal agents.

  4. Step 4

    Let it intake and book

    The visitor answers guided questions, picks an office, day and time, and gets a confirmation email with a calendar invite.

Try it on your own firm: 14-day free trial, no credit card.Start free trial

What’s included

  • One-line script or iframe embed; loads only on domains you allow
  • Themes, launcher style, welcome text and starter questions, with live preview
  • Answers from your documents and pages only; optional “Sources used” in replies
  • Guided intake with tappable choices, inline forms and a booking panel
  • Human handover: live two-pane inbox for staff, or email capture when nobody is available
  • Works alongside the phone line: same screening and routing, published together
  • 500 chat conversations a month on Solo Front Desk, 1,500 on Firm Intake Pro

Questions attorneys ask

Yes. A visitor can ask for a human at any point. Staff accept the chat in a live inbox (Waiting, Live, History), or the widget captures an email when nobody is available. Both modes can run together.

Strict grounding is on by default and locked for legal agents: the agent answers only from the sources you uploaded and says so when it does not know. You can show the sources it used in each reply.

Yes, on Firm Intake Pro and above.

Put an intake desk on your website tonight.

14-day free trial. No credit card, nothing auto-charges.