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Templates · Professional Services

Document Upload & Intake Bot Template

Collect documents and information before client appointments.

Best for
Law firms, accounting firms
Estimated setup
10 minutes
You fill in
Firm Name, Appointment Type (e.g., 'tax preparation appointment'), Required Document 1, Required Document 2, Optional Document 1 (if applicable), Optional Document 2 (if applicable), Office Phone Number, Document Upload Link

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

  1. To make the most of your upcoming [Appointment Type (e.g., 'tax preparation appointment')], please have the following documents ready: Required: - [Required Document 1] - [Required Document 2] If Applicable: - [Optional Document 1 (if applicable)] - [Optional Document 2 (if applicable)]
  2. How would you like to provide these documents?
    • Upload Documents Now
    • I'll Bring Them In Person
    • I Don't Have These
  3. You can upload your documents securely here: [Document Upload Link] All documents are handled confidentially.
  4. The visitor is saved as a lead, tagged:
    • docs_uploading
  5. The visitor is saved as a lead, tagged:
    • docs_in_person
  6. Sounds good! Please bring all documents to your appointment. Having everything ready will help us make the most of your time.
  7. No problem! Here's how to obtain what you need: [Required Document 1]: Contact your provider or check your online account. [Required Document 2]: Check your records or request a copy from the issuing party. If you can't get these before your appointment, let us know and we can adjust.
  8. What would you like to do?
    • I'll Get Them
    • Contact the Office
  9. The visitor is saved as a lead, tagged:
    • docs_pending
  10. Please call our office at [Office Phone Number] and we'll help you figure out next steps. Our team is happy to assist!
  11. Thank you! We look forward to your appointment. If you have any questions, call us at [Office Phone Number]. - [Firm Name]

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: docs_uploading, docs_in_person, docs_pending. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

Start from this template and make it yours.

The free trial lasts 14 days. Pick this template, fill in your details, change any wording, and add the chatbot to your site with one line of code.

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