Client Intake Agent
Qualification, conflict check, matter opening
AI chatbot for
Legal & Compliance
Clients, Cases & Regulatory Queries
When legal & compliance customers ask about client intake & matter opening, case status & document requests, and compliance & regulatory 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
Law FirmsIn-House Legal TeamsCompliance DepartmentsBarristers' ChambersRegulatory Bodies
Where legal & compliance 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 legal & compliance 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 Legal & Compliance team still does by hand
Routine legal & compliance questions, bookings, and follow-ups · answered on the website so your people stay on the hard cases.
- 01
Client Intake & Matter Opening
NIVA qualifies new enquiries · practice area, jurisdiction, urgency, conflict check details · and opens a new matter in your practice management system. Lawyers receive a fully structured brief, not a raw email.
Qualification · Conflict Check · Matter Opening · Practice Area Routing
- 02
Case Status & Document Requests
Clients check case progress, outstanding document requirements, and next steps 24/7 without calling their solicitor. NIVA pulls status from your PMS and answers within the permitted disclosure boundary.
Case Status · Document Requests · Next Steps · PMS Integration
- 03
Compliance & Regulatory Queries
Internal compliance teams query policy requirements, deadline reminders, and regulatory change summaries. NIVA answers from your compliance manual and flags escalation items to the MLRO or GC.
Policy Queries · Deadlines · Regulatory Updates · MLRO Escalation
- 04
Billing & Invoice Queries
Clients query outstanding invoices, time-recording breakdowns, and payment terms through chat · reducing finance team call volume without requiring client portal logins.
Invoice Queries · Time Recording · Payment Terms · Disbursements
- 05
Appointment & Consultation Booking
Prospects and clients book initial consultations, follow-up calls, and court prep meetings directly through chat · synced with fee-earner calendars, reducing PA workload.
Consultation Booking · Calendar Sync · PA Automation · Reminders
- 06
NDA & Document Execution
NIVA guides clients through standard document workflows · NDA collection, e-signature requests, and execution confirmation · reducing solicitor time on routine paperwork.
NDA · E-Signature · Document Collection · Execution Tracking
Questions your legal & compliance site already gets
Answered from your docs and policies · days, nights, weekends · so your team isn't repeating them.
How long does a standard commercial lease negotiation take and what's your fee structure?
We're a 40-person company processing customer data. Do we actually need a Data Protection Officer?
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 legal & compliance helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Case Status Bot
Progress, documents, next steps
Compliance Advisor
Policy queries, deadlines, regulatory
Billing Support Agent
Invoices, time recording, payment
Appointment Scheduler
Consultations, meetings, reminders
Document Workflow Bot
NDAs, e-signatures, execution
+ 4 more legal & compliance roles available
Built around how legal & compliance teams work
Practical pieces that save time · not a pile of AI features to configure.
Bounded Legal Knowledge Base
Upload your firm's fact sheets, procedure guides, and approved client communications. NIVA answers only from your vetted content · never providing regulated legal advice without a solicitor in the loop.
Matter Opening Automation
Build intake-to-matter workflows in NIVA's guided chat steps. Qualification → conflict check → PMS matter creation → fee-earner notification, all automated without PA involvement.
Practice Management Integration
NIVA integrates with LEAP, Clio, Actionstep, and custom PMS systems. Matter data, client details, and document requests flow directly into your system · no double entry.
Document Collection & Tracking
NIVA requests, tracks, and chases outstanding client documents · ID, financial records, evidence · and marks items complete in your DMS when received.
Client Intake Flow
Trigger
Prospect submits enquiry via chat
Ask
Practice area, jurisdiction, parties
Open
Matter created, conflict check run
PMS
Solicitor notified with full brief
What visitors can actually get done
Beyond FAQs · for legal & compliance 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 legal & compliance teams are answering overnight enquiries the same day they start.
- 01~15 min
Show us where leads slip
Website, WhatsApp, ads · we map the legal & compliance questions that cost you money when nobody answers.
- 02Your call
Switch on the right helpers
Sales, support, bookings · pick personas that already speak legal & compliance. 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 legal & compliance 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 legal & compliance environments.
- SRA Compliance Aligned
- GDPR / UK GDPR
- AML / KYC Obligations
- Solicitors Accounts Rules
- Legal Privilege Aware
- MLRO Escalation Built-In
Common questions
Straight answers before you start.
No. NIVA is strictly bounded to factual, procedural information from your approved content · it never provides regulated legal advice. Advice-giving is escalated to fee-earners. This boundary is enforced at the knowledge base level and is configurable per practice area.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for legal & compliance.
Try NIVA free for Legal & Compliance
Spin up a legal & compliancechatbot 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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