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Home & Professional Services · Appointments

Legal Consultation Intake

Arrange a consultation using a broad service category and contact preference, without gathering a case narrative.

For home & professional services teams handling appointments conversations.

Example workflow
Discuss this workflow →

What this chatbot helps with

  • Arrange a consultation using a broad service category and contact preference, without gathering a case narrative.
  • Clarify service category before the team follows up.
  • Organise consultation format, callback preference into a readable enquiry brief.
  • Explain what happens next and route exceptions to a person.
ILLUSTRATIVE CONVERSATION

A conversation with a next step

Hello, I have a question about legal consultation intake.
Which broad legal service are you enquiring about?
I’m enquiring about service category. Could your team help me understand the options and process?
Would you prefer to discuss details privately with a professional? You can skip anything you would rather discuss with a colleague.
I’d prefer to discuss the details with someone.
Of course. With your permission, I can pass your enquiry and preferred contact method to our team. They’ll confirm the next step.

Illustration only. Questions and replies must be adapted to the business’s approved process.

How the workflow works

  1. 01

    Customer enquiry

    Identify appointments intent and explain the scope.

  2. 02

    Relevant questions

    Which broad legal service are you enquiring about?

  3. 03

    Captured details

    Service category · Consultation format · Callback preference

  4. 04

    Next action

    Share the request with the responsible team for review and confirmation.

Information captured

Suggested fields to review during configuration. They are not automatically required.

  • Service category
  • Consultation format
  • Callback preference

Explain why a detail is needed, let the visitor correct it, and use the minimum information necessary. Ask permission before arranging a follow-up.

Knowledge to provide

  • Service coverage and working hours
  • Survey or consultation process
  • Approved scope, exclusions and cancellation terms
  • Approved answers to “Which broad legal service are you enquiring about?” and “Would you prefer to discuss details privately with a professional?”
  • A named team responsible for legal consultation intake enquiries

Give each source an owner and a review date. Remove outdated instructions before the workflow goes live.

Integrations and limits

This is intake, not legal advice; conflict checks and advice require a qualified professional.

Without that connection, the assistant can explain the approved process and collect a request for staff. It should state what is known, what is requested and what still needs confirmation.

When staff takes over

Deadlines, substantive legal questions or confidential case documents.

Also hand over when the visitor asks for a person, information is missing or the same question remains unresolved. Pass the enquiry summary with the handoff so the visitor does not have to start again.

Set up with your team

  1. Discuss the workflow. Share your appointments process and review the fields above with WhatsOS.
  2. Connect your business number. Use the existing Meta connection flow in WhatsOS and complete the account setup.
  3. Prepare approved knowledge. Supply service information and agree on the handoff owner. Confirm which actions your configuration actually supports.
  4. Test before enabling. Try normal enquiries, missing details, a request for a person and deadlines, substantive legal questions or confidential case documents.
  5. Review live enquiries. Use the team inbox to handle follow-ups and improve unclear answers.

Questions about legal consultation intake

What does the team need from the first conversation?

Start with service category and consultation format. Collect the other suggested details only if they help the next action. Would you prefer to discuss details privately with a professional?

Can it complete this request automatically?

This is intake, not legal advice; conflict checks and advice require a qualified professional. The catalogue is an example, not a claim that the integration is already enabled for your account.

Which situations need a colleague?

Deadlines, substantive legal questions or confidential case documents. Agree on the responsible team and response expectations before launch.

Can we change the questions?

Yes. Review these prompts against your home & professional services process. Which broad legal service are you enquiring about? may need a shorter form or additional context for your customers. Test changes with staff before enabling them.

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