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.
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I'm sorry you're going through this. A few questions will help us connect you with the right attorney.
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What type of personal injury case is this?
- Car Accident
- Slip and Fall
- Medical Malpractice
- Workplace Accident
- Product Liability
- Other
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When did this incident occur?
- Within the last week
- 1-4 weeks ago
- 1-6 months ago
- 6-12 months ago
- Over 1 year ago
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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The visitor is saved as a lead, tagged:
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Has another party's insurance contacted you?
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Important: Don't give a recorded statement without speaking to an attorney first. Insurance adjusters work for the other side, not you.
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Let's schedule your free consultation. What is your name?
The visitor types a reply.
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Thanks [visitor's client name]. What is your phone number?
The visitor types a phone number.
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And your email address?
The visitor types an email address.
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Please provide a brief description of what happened. Please leave out medical details; the attorney will go over those with you directly.
The visitor types a reply.
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The visitor is saved as a lead, tagged:
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Thank you, [visitor's client name]. An attorney will contact you within [Response Timeframe] for a free, no-obligation consultation.
If this is urgent, call us now: [Office Phone Number]
Disclaimer: This chat does not create an attorney-client relationship. Information shared is confidential but consultation is required to establish representation.
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: recent_incident, hot, warm, statute_risk, pi_lead, consultation_request. 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.