Legal Intake & Screening Chatbot
Screen and intake potential clients automatically. Vatoo collects case details, checks conflict criteria, and routes qualified matters to the right practice.
Step 01 · Trigger
"need a lawyer" or matter question
Step 02 · Form
matter type and basic details
Step 03 · Condition
branch by practice area and screening criteria
Step 04 · Form
contact details for qualified matters
Step 05 · Webhook
route to the relevant practice group
From the problem
to the fix
Law firms spend paralegal time screening enquiries that don't fit, while genuine matters wait.
Intake is manual and inconsistent across practice areas.
A legal-intake persona answers general questions from an approved knowledge base, the Flow Engine screens enquiries through Smart Forms, branches by matter type and basic conflict criteria, and routes qualified matters by webhook.
(Answers stay strictly within approved, non-advice content.)
5 steps,
with clear handoffs
01 · Trigger
"need a lawyer" or matter question
02 · Form
matter type and basic details
03 · Condition
branch by practice area and screening criteria
04 · Form
contact details for qualified matters
05 · Webhook
route to the relevant practice group
What changes
in your workflow
Screening time
Automated first pass
With configured workflowsIntake consistency
Standardised
With configured workflowsRouting
By practice area
With configured workflowsResponse speed
Instant
With configured workflowsBuilt on Vatoo's engines
Use the AI Agents for answers from approved sources, Smart Forms for required details, and the Flow Engine for branches and handoffs. Connected actions depend on the APIs, permissions, and plan you configure. Test incomplete requests and failed actions before launch.
This works in two directions. As a public-facing agent it engages prospects and customers directly on your website or app; as an internal tool it answers staff questions and runs intake against internal systems. The same engines power both, and which direction you deploy depends only on which knowledge sources and systems you connect.
Workflow overviewRead more
Legal Intake & Screening Chatbot is a no-code, white-label conversational agent built on Vatoo's persona, flow, and smart-form engines. Law firms spend paralegal time screening enquiries that don't fit, while genuine matters wait. Intake is manual and inconsistent across practice areas. With Vatoo, a legal-intake persona answers general questions from an approved knowledge base, the Flow Engine screens enquiries through Smart Forms, branches by matter type and basic conflict criteria, and routes qualified matters by webhook. (Answers stay strictly within approved, non-advice content.)
Related use cases
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Watch a legal intake & screening chatbot run on your own content in a 30-minute demo.