Platform / Intake

Sign clients while your office is closed

Most people research a legal problem at night, after work, after the kids are down. The SimplyConvert chatbot meets them at that moment, asks the questions your intake team would ask, and signs the ones who qualify.

yourfirm.com

TorHoerman Law

Virtual Legal Assistant

Hi — I'm the virtual intake assistant for TorHoerman Law. Were you involved in a motor vehicle accident?
Yes, I was rear-ended on Highway 40 last week.
I'm sorry that happened. Were you injured, and have you seen a doctor?
Yes — neck and back pain. I went to Mercy the next day.
Based on what you've shared, this looks like a case we can help with. I can send a retainer for e-signature now.
Qualified: Motor vehicle accident Retainer sent for e-signature

How it works

  1. 01

    The conversation starts

    A visitor opens the chat with a question. The Instant Case Evaluator asks criteria-based questions written by practicing lawyers, covering more than 50 practice and litigation areas.

  2. 02

    The case is evaluated

    Answers are checked against your firm's criteria, not a generic script. Cases you want are flagged to retain. Cases you cannot take can be declined politely or referred to a trusted firm with one click.

  3. 03

    The client signs

    Qualified clients receive your retainer for e-signature inside the same conversation. The transcript, the contact details, and the signed contract land on a new case in your dashboard.

Built by lawyers, not by a chat vendor

Generic chat widgets collect a name and a phone number, then hand you the same phone tag you already had. SimplyConvert's question trees are written and maintained by practicing attorneys, so the bot knows that a statute of limitations matters and a favorite color does not.

You control the criteria. Tighten them when your docket is full, loosen them when you are building a new litigation, and route what you decline to referral partners instead of a trash folder.

"Working with SimplyConvert has been a game-changer, enhancing our efficiency and success in the legal field. Clients are literally signing up while we are asleep. It's a win-win."
MM

Mike Morse

Attorney and Founder, Mike Morse Law Firm

"We turned to SimplyConvert because it provided always-on assistance to our site visitors. We were thrilled to see an uptick in the number of inquiries generated on our website by simply replacing our old chat widget with SimplyConvert's."
Reza Torkzadeh

Reza Torkzadeh

Senior Partner, TorkLaw

Put the chatbot on your site this week

Setup is a script tag on your website. Pick your practice areas, review the criteria, and start capturing the visitors you are currently losing to voicemail.