Intake assistant for law firm websites
Firms need faster intake without casual advice. The agency offer is an assistant that gathers matter type, location, and urgency, explains only approved process information, and hands the rest to a person.
What the client should notice.
And what the agency is paid to maintain.
The client should notice
- Collect matter type, location, urgency, and contact details
- Answer approved process questions without giving legal advice
- Hand urgent or existing matters to a person immediately
- Show partners what prospective clients ask before they call
The agency is paid to maintain
- A high-trust vertical where setup quality justifies a managed fee
- Explicit boundaries, handover, and review as the service
- Ongoing page work from repeated intake questions
How the work actually runs.
A sequence, not a feature list.
- Set the boundary first
What the assistant may repeat from the website, and which questions require a solicitor or clerk.
- Build the intake
Website Chat plus a short AI Form for matter area and location. Contact details come after, and the visitor finishes once.
- Review conversations
Monthly review for missing approved content, confusing service pages, and questions that should never have been answered by AI.
How Kuga fits.
Real product pages, not a stack diagram.
- Website ChatIntake on the firm website, inside approved copy.
- AI FormsA short matter path instead of a long web form.
- Human HandoverAdvice, deadlines, and existing matters leave AI.
- AI InsightsPartners see demand without reading every transcript.
Keep reading.
Guides and nearby verticals.