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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Hello! 👋 Thank you for reaching out to [Law Firm Name]. I'm here to help connect you with the right attorney.
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What type of legal matter can we help you with?
- 🚗 Personal Injury / Accident
- 👨👩👧 Family Law / Divorce
- ⚖️ Criminal Defense
- 💼 Business / Corporate
- 📋 Other
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Please briefly describe what type of legal help you need:
The visitor types a reply.
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What type of personal injury case is this?
- Car accident
- Slip and fall
- Workplace accident
- Medical malpractice
- Other accident
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When did the incident occur?
- Within the last week
- Within the last month
- 1-6 months ago
- 6-12 months ago
- Over a year ago
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The visitor is saved as a lead, tagged:
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⚠️ Important: There are time limits (statutes of limitations) for filing personal injury claims. It's important to speak with an attorney as soon as possible.
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What family law matter do you need help with?
- Divorce
- Child custody
- Child support
- Adoption
- Other family matter
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What's the situation?
- Arrested / charged
- Under investigation
- Need to turn myself in
- Appealing a conviction
- Other
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The visitor is saved as a lead, tagged:
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What business legal matter do you need help with?
- Starting a business
- Contracts
- Business dispute
- Employment issue
- Other
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How urgent is your legal matter?
- 🚨 Emergency / Immediate
- ⚡ This week
- 📅 Within 30 days
- 🔍 Just researching
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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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The visitor is saved as a lead, tagged:
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Thank you for sharing that. To connect you with an attorney, I'll need your contact information.
What's your name?
The visitor types a reply.
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Thanks [visitor's client name]. What's the best phone number to reach you?
The visitor types a phone number.
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And your email address?
The visitor types an email address.
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Lastly, please provide a brief description of your situation (1-2 sentences). 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]. How would you like to proceed?
- 📅 Schedule free consultation
- 📞 Have an attorney call me
- 📧 Email me first
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Here's our consultation scheduler:
[Consultation Scheduling Link]
Select any available time that works for you.
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An attorney will call you at [Office Phone] within 24 hours.
For urgent matters, you can also call us directly at [Office Phone].
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We'll email you at [visitor's email] with more information about how we can help.
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Thank you for reaching out to [Law Firm Name], [visitor's client name]. We look forward to helping you.
[Legal Disclaimer (optional)]
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, recent_incident, criminal, emergency, hot, warm, cold, legal_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.