Client Intake Bot
Enquiry capture, conflicts, matter opening
AI chatbot for
Law Firms
Clients, Matters & Legal Queries
When law firms customers ask about client intake & conflict checking, document collection & chasing, and matter status queries after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.
- No usage-based billing
- Live across 25 industries
- White-label ready
10+
Legal Personas
24/7
Client Access
0
Code Required
Built for
Full-Service Law FirmsConveyancing PracticesFamily Law SolicitorsCommercial Law FirmsCriminal Defence Firms
Where law firms teams lose money every week
Not a tech problem. Missed replies, repeated FAQs, and overnight drop-off · on the website you already run.
They write while you're busy
A law firms enquiry about pricing or availability lands while you're with a customer · and dies in the inbox.
Your team repeats the same answers
Hours go to FAQs on phone and chat. Quotes, visits, and sales wait behind the queue.
Warm leads cool overnight
Night and weekend visitors leave with no next step. By morning they've booked someone who replied.
Work your Law Firms team still does by hand
Routine law firms questions, bookings, and follow-ups · answered on the website so your people stay on the hard cases.
- 01
Client Intake & Conflict Checking
New client enquiries are captured through chat · collecting name, matter type, opposing party, and contact details. NIVA pre-populates your matter management system and flags potential conflict indicators for fee earner review before any substantive discussion.
Client Intake · Conflict Check · Matter Opening · Enquiry Capture
- 02
Document Collection & Chasing
NIVA requests and chases outstanding client documents · ID verification, source of funds, signed authorities · with personalised reminders. Reduces the hours fee earners spend on non-billable document chasing.
Document Requests · ID Verification · Source of Funds · Automated Chasing
- 03
Matter Status Queries
Clients query their matter progress, next steps, and expected timelines through chat. NIVA connects to your practice management system to surface matter-specific status · reducing inbound calls chasing updates.
Matter Progress · Next Steps · Timeline · PMS Integration
- 04
Practice Area Information
Prospective clients query general information about legal processes · conveyancing timelines, divorce procedures, employment tribunal deadlines, and probate requirements · from your approved, SRA-compliant content.
Conveyancing Info · Divorce Process · Employment Law · Probate
- 05
Legal Aid Eligibility Triage
NIVA screens potential legal aid clients for financial eligibility and matter type qualification · collecting means and merits information before connecting to a legally-aided fee earner, reducing intake calls on ineligible matters.
Means Test · Matter Eligibility · Legal Aid Triage · LAA Requirements
- 06
Limitation & Deadline Alerts
NIVA tracks matter-critical deadlines · limitation periods, court directions, completion dates · and sends proactive reminders to clients and fee earners via chat, reducing missed deadlines and professional negligence risk.
Limitation Periods · Court Deadlines · Completion Dates · Proactive Alerts
Questions your law firms site already gets
Answered from your docs and policies · days, nights, weekends · so your team isn't repeating them.
My employer dismissed me three weeks ago and I think it was unfair. Can I take them to tribunal and is it too late?
How much do you charge for a straightforward will, and how long does the process take?
Not another chatbot.
A front desk that works overnight.
Missed enquiries after hours
Every website visitor gets a reply · days, nights, weekends
Your team repeats the same answers
Policies and pricing answered from your docs · consistently
Leads cool off waiting for a call back
Bookings, forms, and next steps happen in the chat
Teams already using NIVA
Ready-made law firms helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Document Collection Bot
ID, SOF, authority chasing
Matter Status Bot
Progress, next steps, PMS integration
Practice Area Info Bot
Conveyancing, family, employment info
Legal Aid Triage Bot
Means test, matter eligibility, LAA
Deadline Alert Bot
Limitation periods, directions, completions
+ 4 more law firms roles available
Built around how law firms teams work
Practical pieces that save time · not a pile of AI features to configure.
SRA-Compliant Legal Knowledge Base
Upload your client care letters, service guides, practice area information sheets, and legal aid eligibility criteria. NIVA answers from your approved content · never providing legal advice, always within SRA Transparency Rules.
Matter & Client Memory
NIVA tracks each client's matter status, outstanding documents, and previous queries · so returning clients receive informed, personalised responses without re-explaining their situation.
Client Onboarding & Document Flow Automation
Build client onboarding sequences, ID verification flows, and document chasing campaigns in NIVA's guided chat steps. Trigger practice management system updates and fee earner notifications at each milestone.
Practice Management System Integration
NIVA integrates with LEAP, Clio, SOS Connect, Osprey, and ActionStep. Client intake data, document receipts, and matter status queries connect directly to your PMS · no double-keying, no data loss.
Client Intake & Conflict Check Flow
Trigger
New enquiry received on website
Collect
Matter type, parties, contact details
Check
Conflict indicators flagged for review
PMS
Matter pre-populated, fee earner notified
What visitors can actually get done
Beyond FAQs · for law firms businesses that sell and support online.
Stop chasing
Work finished in the chat
Collect the right details, book the appointment, and notify your team · without bouncing visitors to another form.
See how it works Capture cleanlyDetails you can act on
When someone is ready, the chat asks for name, dates, budget, or requirements · and lands it in your inbox or CRM.
See how it works Feel humanThe right helper, every time
Sales, support, or bookings · visitors get the specialist answer they need, without choosing menus.
See how it worksTonight's visitors get answers. You set it up once.
No developer on retainer. Most law firms teams are answering overnight enquiries the same day they start.
- 01~15 min
Show us where leads slip
Website, WhatsApp, ads · we map the law firms questions that cost you money when nobody answers.
- 02Your call
Switch on the right helpers
Sales, support, bookings · pick personas that already speak law firms. Turn off what you don't need.
- 03Your docs
Feed it what you already trust
Price lists, FAQs, policies, page links. It only answers from what you approve · nothing made up.
- 04Same day
Go live as your brand
One line on the site you already run. Overnight visitors get replies while your team sleeps.
On your website. Looking like your brand.
Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.
- No big rebuild of your website
- Changes show up for visitors without a re-launch
- We can add it with you on the demo call if you prefer
- Do I need a developer?
- Helpful if you have one · not required. Many law firms teams paste one line or let us place it.
- How fast will I see value?
- Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
- What if it's not a fit?
- Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
Built for regulated law firms environments.
- SRA Standards & Regulations
- AML (MLR 2017)
- Legal Aid Agency Requirements
- GDPR / UK GDPR
- SRA Transparency Rules
- Consumer Rights Act 2015
Common questions
Straight answers before you start.
No. NIVA is strictly configured to provide legal information · general process explanations, document requirements, and deadline awareness · not legal advice. All content is bounded to your SRA-approved materials. For legal advice, NIVA always connects clients to a qualified solicitor. This distinction is maintained rigorously in all client-facing helpers.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for law firms.
Try NIVA free for Law Firms
Spin up a law firmschatbot on your site this week · or send a short note and we'll tell you honestly if it's a fit.
- Free to start · no credit card required
- Works on the website you already have
- We reply within one business day if you inquire
Prefer to ask first?
Tell us how enquiries come in today. We'll reply with a fit recommendation.
Solutions Focus
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