Step 1 of 5

Tell us about your firm

This information personalizes your chatbot and determines where lead notifications are sent.

Firm name *

Please enter your firm name

Your name *

Please enter your name

Professional email *

Please enter a valid email address

Phone number

Optional — shown in confirmation messages

Firm address

Helps your bot answer location questions

Calendly booking link *

Visitors book consultations through this link at the end of every intake conversation

Please enter your Calendly link

Office hours *

Your bot uses this to set correct expectations about response times

Please enter your office hours

Firm logo (Optional)

🖼️

Click to upload your logo

PNG, JPG, SVG · Max 2MB · Appears in chatbot header

Step 2 of 5

Your firm's website

We'll automatically scan your website to train your bot on your practice areas, team, location, and services — so you don't have to type it all manually.

Website URL *

Please enter a valid website URL

Scanning website...

Website scanned successfully

Detected from your website

Additional documents (Optional but powerful)

📄

Upload intake forms, case criteria, FAQ docs

PDF, DOC, TXT · Multiple files accepted

The more documents you upload, the better your bot qualifies — and declines — cases on your behalf.

Step 3 of 5

Practice areas

Select every practice area your firm handles. Your bot will only accept cases in these areas and politely decline everything else.

Practice areas *

Geographic limitation

Your bot will decline cases from outside this area

Special instructions for your bot

Any specific rules you want your bot to follow. Leave blank for standard behavior.

Step 4 of 5

What to collect from clients

Select every piece of information your bot should gather from potential clients. You can mark fields as required or optional.

Client information fields *

Tip: Start with Name, Email, Phone, and Case Description. You can always add more later.

Step 5 of 5

Your bot's brand

Match your chatbot to your firm's exact visual identity. Pick a color or enter any hex code.

Brand color *

Forest Green

Chatbot display name

This is the name shown in the chatbot header. Leave blank to use your firm name.

Welcome message

The first message visitors see. Leave blank for the default.

Building your bot...

Setting up your firm profile

Your bot is ready! 🎉

Trained and ready to capture leads 24/7 on your website.

🧠 Your bot has been trained to:

Your Firm

IntakeAI embed code

📋 Paste this before </body> on your website:

✓ Copied to clipboard!

Open your lead dashboard →

View leads, analytics, and conversation history

📧 We've sent your embed code to
Need installation help? Email hello@getintakeai.com — we'll install it free within 24 hours.

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