An AI chatbot for law firms that handles intake questions and never gives legal advice
A law firm chatbot answers what prospective clients ask before they call: which practice areas you handle, where you practise, how consultations work and what to bring. It runs a short intake, collects contact details and the basic facts your team needs to check for conflicts, and passes the enquiry to the firm. HeliumSol builds it with strict rules: it does not give legal advice, assess a case, or suggest an outcome.
Why does a law firm chatbot need stricter rules?
- No legal advice. Answers come only from what the firm publishes about its services and process. Questions about a person’s own situation get one reply: that is for a lawyer, and here is how to reach one.
- No implied relationship. A clear notice says that chatting does not make the visitor a client, and the chatbot never says the firm will take the matter.
- Confidentiality. Visitors are asked not to share confidential details beyond what intake needs, because a website chat is not a privileged conversation with a lawyer.
- Advertising rules. Rules on lawyer advertising vary by jurisdiction, so the chatbot repeats only statements the firm already publishes, and the firm approves its wording.
- No outcomes. It never estimates chances, compensation or how long a matter will take.
What does the intake collect, and why?
The fields are the firm’s choice. A typical first intake is short.
| Field | Why it is asked |
|---|---|
| Name and contact details | So the firm can reply |
| Practice area | So the enquiry goes to the right person |
| Names of the other parties | So the firm can check for conflicts before discussing the matter |
| Location | So the firm can see whether it practises there |
| Any date the visitor says is approaching | So time-sensitive enquiries are seen first. The chatbot does not comment on deadlines. |
| How they found the firm | For the firm’s own marketing records |
What happens after intake?
The enquiry goes to your intake team, inbox or practice management system with the conversation attached. The visitor is told when to expect contact and that a person will review the enquiry before anything else happens. A person runs the conflict check; the chatbot never confirms representation.
If you offer consultations, the chatbot can hand the visitor to your consultation booking link after intake. See the appointment booking chatbot for the options and how bookings are confirmed.
Founding partner places for professional firms
Law firms and other professional practices can apply to the Founding Partner Program. The chatbot’s rules and notices are drafted with you and approved by the firm before launch.
Apply for a founding placeFrequently asked questions
Can the chatbot answer legal questions?
Only general questions about the firm, such as the areas you handle, how consultations work and what to bring. Questions about a visitor’s own situation are passed to a lawyer.
Are chat conversations confidential?
Conversations are stored in a database the firm controls and are not shared beyond the destinations you set. The chatbot also shows a notice asking visitors not to share confidential details beyond what intake needs.
Can it book consultations?
Yes, by handing the visitor to your consultation booking link after intake, or by sending a consultation request for your team to confirm.
Will it work with our practice management software?
If the software has an API, the intake can be created there, directly or through an automation workflow. Otherwise it arrives by email in a consistent format.
Who decides what the chatbot says?
The firm. Its rules, notices and every answer it can give come from material the firm approves, and changes are made the same way.
Does it tell visitors it is an AI?
Yes. It is labelled as an assistant and says so plainly if asked.
Related pages
Start with a free website and chatbot
HeliumSol will build and host your website, add a knowledge-base chatbot trained on your business, and set up email on your domain. Hosting, chatbot API usage and email are included for the first month. One short form, and a person reads it.
Why free? It is part of the Founding Partner Program: a small number of businesses, honest feedback in return, everything in writing first.