Client Intake with Live Chat vs. SimplyConvert's Active Client Intelligence

A guide to understanding the client intake process with Live Chat versus SimplyConvert's criteria-based chatbot and client intake platform so you can make the right choice for your law firm’s website.

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Table of Contents

Part 1

Live Chat Support: A Bad First Impression for a Law Firm? 

Below is a real example of a live chat conversation with a potential client for a slip-and-fall injury. Keep in mind: this is the potential client's first interaction with the law firm. How would you perceive the conversation?

live chat support, client intake process, client conversations, attorney intake software

Part 2

SimplyConvert's Instant Case Evaluator Helps You Meet Your Clients' Needs and Exceed Their Expectations

Now, take a look at the conversation between a potential client and SimplyConvert's Instant Case Evaluation chatbot. Notice the ease of communication and information gathering, which ultimately leads to a determination of whether or not the potential client qualifies for legal action.

client intake process, legal intake software, attorney intake software, client focused experience


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Part 3

An Incomplete Process: Live Chat Leaves You and Your Potential Clients Hanging

Live Chat leaves you and your staff with the burden of converting leads — leads that may not even be qualified. With SimplyConvert, you don’t have to sift through messages between a chat agent and a user. You’re able to qualify potential clients instantly.

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Part 4

How SimplyConvert's Client Intake Process Goes Above and Beyond

SimplyConvert's platform takes client intake from start to finish: qualifying clients with lawyer-created criteria, managing client details and communications in a law firm CRM, managing referrals, and helping you make strategic decisions for your business. 

legal intake software, client intake process, practice management software, client conversations, client focused experience, law firms

Don't "hopefully convert."


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