Family Law Intake Bot Template

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. Family legal matters can be difficult. We're here to help guide you through this process.
2. What type of family law matter is this?
   • Divorce
   • Child Custody
   • Child Support
   • Adoption
   • Prenuptial Agreement
   • Other
3. Is this divorce:
   • Contested (we disagree on terms)
   • Uncontested (we agree on terms)
   • Not sure yet
4. Do you have children together?
   • Yes
   • No
5. Are there significant assets to divide? (property, retirement accounts, businesses)
   • Yes
   • No
   • Not sure
6. How urgent is your situation?
   • Immediate - safety concerns
   • Want to start the process soon
   • Just gathering information
7. Your safety is the priority. If you're in immediate danger, please call 911. For domestic violence resources: National Hotline: 1-800-799-7233
8. The visitor is saved as a lead, tagged:
   • urgent
   • safety_concern
   • family_law
9. The visitor is saved as a lead, tagged:
   • warm
   • family_law
10. The visitor is saved as a lead, tagged:
    • cold
    • family_law
11. To schedule a confidential consultation, what is your name? The visitor types a reply.
12. What is the best phone number to reach you, [visitor's client name]? The visitor types a phone number.
13. And your email address? The visitor types an email address.
14. Thank you, [visitor's client name]. A family law attorney from [Law Firm Name] will reach out to schedule your confidential consultation. You can also schedule directly: [Consultation Scheduling Link] For urgent matters, call: [Office Phone Number]

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: urgent, safety_concern, family_law, warm, cold. 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.

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