Turn after hours website visitors into booked legal consultations
ZenTalk runs first contact intake on your site, books the consultation into your calendar, and collects the consult fee in the chat. Your attorneys step in once the matter is worth their time.
ZenTalk gives a law firm an AI chat and voice agent on its website that handles first contact intake. It asks the questions you set, such as practice area, a short description of the matter, and contact details, then books a consultation into your calendar and can collect the consult fee in the chat. Engagement letters go out as projects with native e signatures, and clients follow their matter in a magic link portal. The AI does not give legal advice.
What gets in the way today
Prospective clients call after hours and move on
People search for a lawyer at night, right after the accident, the arrest, or the letter from the other side. If the form just says someone will be in touch, they call the next firm on the list.
Intake eats billable time
Attorneys and paralegals spend hours on calls that turn out to be the wrong practice area, outside your jurisdiction, or someone shopping for free advice.
Retainers stall between yes and signed
The client agrees on the call, then the engagement letter sits in an inbox and the invoice waits for a check. Every day of delay is a chance they sign with someone else.
How it works for law firms
- 1
The visitor starts a chat or calls
Someone lands on your practice area page at 11pm and starts typing, or calls your business number. The AI answers in chat or by voice and keeps the tone you set.
- 2
The AI runs your intake questions
It asks what you tell it to ask: practice area, a short summary of the matter, key dates, and how to reach them. It verifies the phone number and email so your callback list is clean.
- 3
The consultation gets booked
If the matter fits, the AI checks attorney availability and books a phone or video consultation, sends the confirmation, and sends reminders 24 hours and 30 minutes before.
- 4
The consult fee or retainer is paid in the thread
When your firm charges for consultations, the AI or a staff member sends a secure payment request in the chat. The client pays on your own Stripe or Authorize.Net hosted page.
- 5
The engagement becomes a project
Once you take the matter, send the engagement letter for e signature inside a project, share updates and files, and give the client a portal link instead of a chain of emails.
The parts of ZenTalk you will use most
AI intake that hands off cleanly
The AI collects the facts your intake sheet asks for, never offers legal advice, and passes the chat to an attorney or paralegal with the full transcript in the thread.
Learn moreConsultations booked into your calendar
The AI books phone or video consultations against real availability, sends reminders, and reschedules when the client asks, so fewer consults turn into no shows.
Learn moreConsult fees and retainers in chat
Send a payment request in the conversation for a paid consultation or an initial retainer. Cards are entered on your processor's hosted page, and ZenTalk does not store card numbers.
Learn moreEngagement letters with e signature
Each new matter can run as a project with the signed scope attached. The client signs in the browser and you keep an audit grade PDF with timestamp and IP.
Learn moreA client portal without passwords
Clients open a magic link to see their matter, files, signed documents, and invoices. Fewer status calls asking where things stand.
Learn moreAfter hours calls answered
The AI voice agent picks up when the office is closed, takes intake details, and books the consultation. Calls are recorded and transcribed so the attorney reads the call before calling back.
Learn moreWhere ZenTalk fits, and where it does not
ZenTalk is not practice management or legal billing software. Keep matter files, conflict checks, time entries, and trust accounting in the system your firm already uses.
The AI does not give legal advice, assess the merits of a case, or form an attorney client relationship. It collects intake details and books time with a person.
ZenTalk does not manage trust accounts. Payments land in your own Stripe or Authorize.Net account, so confirm with your processor and your bar's rules where retainer funds should go.
If your firm loses prospective clients to slow callbacks and spends attorney time on intake that goes nowhere, ZenTalk covers first contact for you. It answers at night, asks your intake questions, books the consultation, and takes the fee in the chat. Your attorneys keep the judgement calls and your practice system keeps the records.
Similar industries
Common questions
Will the chatbot give legal advice to visitors?
No. You set what the AI covers, typically your practice areas, office hours, consultation fees, and what to expect. When a visitor asks for an opinion on their case, it explains that an attorney will review the matter and offers to book a consultation or hand the chat to someone on your team.
Can it screen out matters we do not handle?
Yes, within the rules you write. Tell the AI which practice areas and locations you take, and it asks about them early. When a matter falls outside them it can say so politely and stop short of booking, so your attorneys only see consultations that fit.
Can clients pay a consultation fee or retainer online?
Yes. A staff member or the AI sends a secure payment request in the chat, and the client pays on the hosted page of your own Stripe or Authorize.Net account. You can cap how much the AI is allowed to collect on its own. Where those funds should land is a decision for you and your bar's rules.
Does ZenTalk replace our case management software?
No. ZenTalk handles the front of the relationship: website chat, calls, intake, booking, payments, engagement letters, and a client portal. Matter records, conflicts, deadlines, and trust accounting stay in the practice management system you already use.
Who can see intake conversations on our team?
You control access with roles. Owners and admins see everything, agents see the sites and projects assigned to them, and a read only Viewer role is available. Personal data in conversations can be redacted by role, and actions are written to an append only audit log.
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