Law & tax firms
The bot doesn't give advice. It takes first enquiries, asks about the area of law and how urgent things are, answers practical questions and books the meeting where you do the advising.
Employment law firm website, Monday 21:05
At Kanzlei am Wallring, 63% of enquiries come in outside office hours. Not surprising, really. People read the letter from their landlord in the evening, at the kitchen table, and that's when they want to know whether someone can help.
Wednesday, 10:05pm. ‘My landlord wants me out by the end of March, says he needs the flat for his daughter. Is that even allowed?’ A lawyer gives the answer to that. A bot can make sure there's an appointment on Thursday morning and the firm already knows what it's about.
A flow asks for the area of law, whether a deadline is running and how pressing things are. Name, email and phone number are validated before the enquiry reaches you. If the case fits your firm, the bot offers a slot for an initial consultation.
If it doesn't, say because you don't do family law, it tells them honestly and saves both sides a phone call.
The bot gives no legal and no tax advice. Asked whether a notice is valid or what's deductible, it doesn't answer on substance; it points to a conversation with you. You write that reply yourself and test it in the Playground with exactly those questions.
Practical questions are another matter: what an initial consultation costs if you publish that, how to find you, what to bring along.
At Kanzlei am Wallring, a flow asks for the area of law and urgency, then books the first meeting directly. Booked initial consultations are up 41%, and the office saves 6 hours a week.
At a tax firm it's less about new clients and more about the same questions coming round every year. When's the deadline for my return, which receipts do you need. At Heppe Steinborn Henczka, the bot answers questions on deadlines and document checklists, and new clients get the right checklist through a flow.
The result: 56% fewer follow-up phone calls in tax season. Those are exactly the weeks when a ringing phone hurts most.
No coding, no IT project. Live in under 3 minutes.
Areas of practice, how the initial consultation works, directions. Plus the fixed reply for legal questions.
Area of law, deadline, urgency, contact. For tax firms, add the checklists for new clients.
Link Outlook, Google Calendar or Calendly and put the widget on your firm's site.
Answers to the questions we hear most often about this topic.
Nothing on substance. It says it doesn't give legal advice and offers an appointment or a call back instead. You set the exact wording.
Data is stored on servers in Germany/the EU, transmission is TLS-encrypted, a DPA is available and conversations aren't used to train AI. Whether that meets your professional obligations is for you to check. Either way, we'd recommend not asking for case details in the chat.
On WhatsApp, customers can send images and files, which are stored with the conversation. For tax documents that's rarely the right route; better for the bot to point to your client portal or usual upload.
You can connect Calendly, Google Calendar or Outlook directly. If your firm runs on Outlook, it's set up quickly.
At Kanzlei am Wallring, 41% more booked initial consultations. At Heppe Steinborn Henczka, 56% fewer follow-up calls in tax season. How it plays out for you depends on how many enquiries reach you online.
Talk to us about your first-enquiry flow, or try the bot for free with your firm's pages.