AI Legal Intake with Blawby

Blawby's intake chatbot is a chat-based intake form on your website. Instead of sending potential clients to a long static form, it guides them through questions in a conversation and sends the submission into your Blawby workflow for review.

Why This Matters

For most firms, intake quality determines whether new matters move quickly or stall. The chatbot helps by collecting structured information up front, so your team can triage submissions faster and respond with fewer follow-up calls.

Default Intake Form vs Custom Intake Form

Default intake form

Use this when you want to launch quickly. It gives your team a ready-to-use intake flow without building questions from scratch.

Custom intake form

Use this when your practice area needs additional details before triage. Custom forms let you add firm-specific questions so intake quality is stronger before attorney review. For more on customizing your intake, see Set Up Client Intake.

Start with default if speed is the priority, then customize after you see what information your team asks for repeatedly.

What the Intake Chatbot Collects by Default

The intake conversation is designed to gather core details your team needs to triage a lead, such as:

• Contact information
• Matter type
• A short description of the legal issue
• Other intake details captured during the chat flow

If your team needs additional details, add custom questions to your intake form settings.

How to Test Before Going Live

Before sending real traffic, run an internal test:

1. Open your chat widget from your website or chat URL.
2. Submit a test intake as if you were a prospective client.
3. Confirm the submission appears in Blawby for review.
4. Confirm the right team member receives the intake notification.
5. Repeat with one more scenario to make sure your form is collecting useful details.

This test catches setup problems early and gives your team confidence before launch.

What Happens After a Client Submits

After submission:

1. The intake is sent into Blawby for team review.
2. Your configured intake owner(s) receive notification.
3. Your team reviews the submission and decides how to proceed.

From there, the standard triage actions are:

• Accept the intake
• Deny the intake
• Request more information before making a final decision

Operational Best Practices

• Assign one primary intake owner and one backup
• Review new submissions at least daily
• Keep triage criteria consistent across attorney and staff
• Update custom intake questions when common gaps appear

Next Step

Now move into triage so your team can decide whether to accept, deny, or request more detail.

Review and Triage Client Intakes