Legal intake assistant for my website
An intake assistant that sorts enquiries and names the nearest office.
What it does
A chat for your website: an AI agent asks visitors what happened, where and when, sorts the case by practice area, tells them which of your offices is nearest and what to bring, and passes the summary to your team.
In one sentence: When someone writes in its chat, let the AI agent answer, then reply to the sender.
Why it is useful
Most first enquiries arrive outside office hours. The assistant answers at once, sorts the case and tells people what to bring, so your lawyers start with a clear file.
Who it is for
Law, accounting & professional services. Law firms, accountants, notaries, translators and consultancies winning clients, choosing offices and serving them on time. Every use case for law & professional services
Best use cases
- A law firm’s website
- A legal aid clinic
- An accounting firm’s enquiry page
What each run gives you
- A chat page you can embed
The time it saves
Whenever someone writes in its chat. Doing the same work by hand takes about 10 minutes each time, so it saves about 40 hours a month (an estimate). It is easy: 3 blocks and 1 tool.
The flow, block by block
- ChatTrigger · ChatStarts the flow when someone writes in its chat: the chat window in the editor, or a chat page you can share or put on your website.
- Intake assistantxMap AI · AI agentAn AI agent: for each incoming message it thinks, uses the blocks you link to its Tools port (data, xMap AI, lookups, your tables, other flows, apps), remembers the conversation and writes an answer in {{reply}}.
- Our offices nearbyxMap data · Nearby placesA tool the AI agent uses when it needs itPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
- ReplyAction · ReplyAnswers whoever started the flow, on the same channel: the app or system that called its Webhook / API gets the answer back, and a message from Slack, WhatsApp, Telegram, Teams, SMS, Outlook or Discord gets a reply in the same chat, through the account of the block that received it.
Every block can be changed after you use the template: the city, the type of place, the score, where the results go.
Use it now
Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.
How to set it up
- AI agents with tools and memory: An agent that answers questions using your blocks as tools.
- Answer on WhatsApp, Telegram or Slack: An assistant that replies in the same chat.
- A chat page for your flow: Let anyone talk to a flow on a page or on your website.
- The xMap Flows browser extension: what is around this business: On a company’s website or a place on a map, one click shows its market and the AI employees to hire for it.
- AI agent: An AI that decides which tools to use to answer or complete a task.
- Browser agent (web automation): An AI that works a website through a real browser: searches, filters, clicks through and reads.
- How to build a WhatsApp assistant that answers about places: Customers ask on WhatsApp; an AI agent searches and replies.
More for Law, accounting & professional services
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- Where to open my next law office: The best districts for your next law office, with a memo for the partners.
- Employers hiring from abroad, for my immigration practice: Employers sponsoring visas, with their HR director, every Monday.
- New estate agencies to partner with for conveyancing: New estate agencies with their owners and an approved partnership note.
- Companies hiring finance controllers, for my audit practice: Companies hiring finance controllers, scored as audit clients, with the CFO.
- New exchange and money transfer offices, for compliance work: New exchange and money transfer offices that need compliance help.