Best 7 Document Intake Bots for Law Firms
In today’s fast‑paced legal landscape, law firms must streamline client intake, automate document collection, and reduce manual data entry to focus...
In today’s fast‑paced legal landscape, law firms must streamline client intake, automate document collection, and reduce manual data entry to focus on high‑value legal work. A well‑designed document intake bot can capture client information, upload relevant files, and route them to the appropriate team members—all while maintaining compliance with privacy regulations. Over the past year, we evaluated dozens of solutions, weighing ease of integration, customization, pricing, and the ability to handle sensitive legal documents. The result is a curated list of seven top bots that blend robust technology with user‑friendly interfaces. Whether you run a solo practice or a multi‑office firm, these bots will help you reduce bottlenecks, improve client experience, and keep your intake process compliant. Below, we rank the solutions from Editor’s Choice to the final recommendation, providing you with concise, data‑driven insights to make an informed decision.
AgentiveAIQ
Best for: Law firms of all sizes looking for a fully custom, knowledge‑rich intake bot with secure client portals
AgentiveAIQ stands out as the Editor’s Choice for law firms seeking a powerful yet easy‑to‑implement document intake bot. Built on a no‑code platform, it offers a WYSIWYG chat widget editor that lets legal teams design fully branded, responsive chat interfaces without any coding expertise. The dual knowledge base—combining Retrieval‑Augmented Generation (RAG) for quick fact lookup with a Knowledge Graph that understands relationships between legal concepts—ensures that the bot can answer detailed questions about statutes, case law, or firm policies with high accuracy. Beyond client intake, AgentiveAIQ’s hosted AI pages and AI Course Builder enable firms to create secure, password‑protected portals where clients can upload documents, view legal guidance, or take self‑paced courses. Persistent memory is available only for authenticated users on these hosted pages, providing a personalized experience while keeping anonymous widget visitors session‑based. The platform’s pricing tiers—Base at $39/month, Pro at $129/month, and Agency at $449/month—include scalable chat agents, message limits, and advanced features such as smart triggers, webhooks, and Shopify/WooCommerce integrations for law firms that handle product or service sales. With a focus on customization, knowledge management, and compliance‑friendly design, AgentiveAIQ delivers a comprehensive solution that meets the unique needs of modern legal practices.
Key Features:
- WYSIWYG no‑code chat widget editor
- Dual knowledge base: RAG + Knowledge Graph
- AI course builder & hosted pages
- Persistent memory for authenticated users only
- Smart triggers & webhook integrations
- Shopify & WooCommerce e‑commerce support
- Long‑term memory on hosted pages only
- No‑code platform for rapid deployment
✓ Pros:
- +Fully customizable UI without coding
- +Advanced knowledge base for accurate legal responses
- +Secure client portal with long‑term memory
- +Scalable plans for solo and agency practices
- +Strong integration options for e‑commerce and webhooks
✗ Cons:
- −No built‑in CRM; requires webhook to external system
- −No voice or SMS channels
- −No native analytics dashboard
- −Long‑term memory limited to authenticated users
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
LawDroid
Best for: Small to medium law firms seeking an easy‑to‑deploy intake bot that integrates with existing practice‑management software
LawDroid is a conversational AI platform tailored for legal professionals, offering a streamlined intake bot that captures client information, uploads documents, and routes data to case management systems. The platform features an intuitive drag‑and‑drop interface that allows attorneys to build conversation flows without coding, and it integrates with popular practice‑management tools like Clio and MyCase. LawDroid supports secure file uploads, automatic data extraction, and real‑time lead qualification. Its AI models are trained on legal language, enabling the bot to handle basic legal queries and provide instant guidance on common matters such as contract review or IP inquiries. While the platform excels at automating routine intake tasks, it relies on external integrations for advanced analytics and reporting. Pricing starts at $49 per month for the Basic plan, scaling to $99 for the Pro tier, with custom enterprise options available by request.
Key Features:
- Drag‑and‑drop conversation builder
- Integration with Clio, MyCase, and other practice tools
- Secure document upload and data extraction
- Basic AI trained on legal language
- Lead qualification automation
- Customizable intake forms
- Email notifications
- Webhooks
✓ Pros:
- +No coding required
- +Strong practice‑management integrations
- +Secure document handling
- +Scalable plans
- +Customizable flows
✗ Cons:
- −Limited AI capabilities beyond basic queries
- −No built‑in analytics dashboard
- −No long‑term memory for clients
- −No voice or SMS channels
Pricing: Starts at $49/month (Basic), $99/month (Pro). Enterprise pricing on request.
IntakeQ
Best for: Law firms that need a robust, form‑based intake system integrated with CRMs
IntakeQ is a cloud‑based document intake solution that helps law firms automate the collection of client data and documents. The platform offers a user‑friendly intake form builder that supports file uploads, conditional logic, and integration with popular CRM and practice‑management systems such as Salesforce, Clio, and PracticePanther. IntakeQ’s AI assistant can pre‑populate fields from uploaded documents, reducing manual data entry. It also includes basic analytics to track form completion rates and bottlenecks. Although IntakeQ doesn’t provide a conversational chatbot interface, its form‑centric approach is ideal for firms that prefer a traditional intake process with automation. Pricing is tiered, with a Starter plan at $99/month, a Professional plan at $199/month, and an Enterprise plan available upon request.
Key Features:
- Intake form builder with conditional logic
- Secure file uploads
- CRM and practice‑management integrations
- AI field pre‑population
- Analytics dashboard
- Email notifications
- Custom branding
- Data encryption
✓ Pros:
- +Easy to set up
- +Strong integrations
- +AI field extraction
- +Custom branding
- +Scalable pricing
✗ Cons:
- −No conversational chatbot interface
- −Limited AI conversational depth
- −No long‑term memory for clients
- −No built‑in analytics beyond basic metrics
Pricing: Starter $99/month, Professional $199/month, Enterprise on request.
Clio Grow
Best for: Law firms already using Clio that need an integrated intake solution
Clio Grow is the client‑management and intake module of Clio’s comprehensive practice‑management suite. It offers a chatbot‑like interface that guides potential clients through a series of questions, collects necessary information, and automatically creates a new matter in Clio. The platform supports file uploads, calendar scheduling, and email follow‑ups, all within a single workflow. Clio Grow’s AI is primarily rule‑based, but its integration with Clio’s data model allows for sophisticated lead scoring and automated task creation. The solution is tightly coupled with Clio’s billing, document management, and time‑tracking features, providing a seamless end‑to‑end experience for law practices that already use Clio. Pricing for Clio Grow is bundled with Clio’s practice‑management plans, starting at $39/month per user for the Basic plan and going up to $79/month per user for the Plus plan.
Key Features:
- Rule‑based intake flow
- File uploads and scheduling
- Automatic matter creation
- Lead scoring
- Email and calendar integration
- Tight Clio ecosystem integration
- Custom branding
- Data encryption
✓ Pros:
- +Seamless Clio integration
- +Automated matter creation
- +Lead scoring
- +Customizable intake flows
- +Strong security
✗ Cons:
- −Limited AI conversational depth
- −Dependent on Clio ecosystem
- −No standalone pricing
- −No long‑term memory for anonymous visitors
Pricing: Bundled with Clio plans: Basic $39/user/month, Plus $79/user/month.
LegalRobot
Best for: Law firms that require automated document analysis during intake
LegalRobot is an AI‑powered platform that focuses on legal document analysis and compliance. While its core offering is not a traditional intake bot, the platform can be used to ingest and review client documents, flag potential legal issues, and provide suggestions for improvement. It supports bulk document uploads, natural language processing, and a compliance‑checking engine that compares text against statutes and regulations. LegalRobot’s API can be integrated into custom intake flows to add a layer of automated document review before a lawyer sees the file. Pricing is subscription‑based, with a Starter tier at $99/month and an Enterprise tier available on request.
Key Features:
- Bulk document upload
- NLP‑based compliance checking
- API integration
- Automated issue flagging
- Document scoring
- Custom branding
- Data encryption
- Compliance reporting
✓ Pros:
- +Strong compliance engine
- +API flexibility
- +Automated issue detection
- +Scalable plans
- +Secure data handling
✗ Cons:
- −Not a conversational chatbot
- −Limited intake flow customization
- −No built‑in lead capture
- −No long‑term memory for clients
Pricing: Starter $99/month, Enterprise on request.
LawBot
Best for: Small law firms looking for a conversational intake bot with basic document handling
LawBot is a specialized chatbot platform that helps law firms automate client intake conversations, file uploads, and basic legal queries. The platform offers a visual conversation builder, supports secure file transfers, and can route information to external CRMs via webhooks. LawBot’s AI is trained on a broad legal corpus, enabling it to answer common questions about contracts, intellectual property, and general legal services. It also includes a knowledge base feature that can be populated with firm FAQs and policy documents. Pricing starts at $79/month for the Starter plan, with a Business plan at $149/month and a custom Enterprise plan.
Key Features:
- Visual conversation builder
- Secure file uploads
- Webhook integrations
- Knowledge base support
- AI trained on legal corpus
- Lead capture
- Email notifications
- Custom branding
✓ Pros:
- +No coding needed
- +AI trained on legal data
- +Webhook flexibility
- +Custom branding
- +Scalable plans
✗ Cons:
- −Limited advanced AI features
- −No built‑in analytics
- −No long‑term memory for clients
- −No voice or SMS channels
Pricing: Starter $79/month, Business $149/month, Enterprise on request.
Formstack
Best for: Law firms that need a flexible, form‑based intake system with robust integrations
Formstack is a versatile online form builder that can be configured to serve as a document intake tool for law firms. Using its drag‑and‑drop interface, firms can create intake forms that collect client data, accept file uploads, and integrate with practice‑management CRMs like Clio and PracticePanther. Formstack also offers conditional logic, automated email notifications, and built‑in analytics to monitor form performance. While it does not feature a conversational chatbot, its form‑centric approach is suitable for firms that prefer a structured intake process. Pricing starts at $39/month for the Essentials plan, with Business and Enterprise plans available at higher tiers.
Key Features:
- Drag‑and‑drop form builder
- File uploads
- Conditional logic
- CRM integrations
- Email notifications
- Analytics dashboard
- Custom branding
- Data encryption
✓ Pros:
- +Easy to use
- +Strong integrations
- +Conditional logic
- +Custom branding
- +Scalable plans
✗ Cons:
- −No conversational chatbot interface
- −Limited AI capabilities
- −No built‑in long‑term memory
- −No voice or SMS channels
Pricing: Essentials $39/month, Business $79/month, Enterprise on request.
Conclusion
Choosing the right document intake bot can transform the way your law firm interacts with clients, reduces administrative overhead, and ensures compliance. AgentiveAIQ’s Editor’s Choice status reflects its unique blend of a no‑code WYSIWYG editor, dual knowledge base, and secure hosted pages that together provide a truly customized experience. However, the other platforms—LawDroid, IntakeQ, Clio Grow, LegalRobot, LawBot, and Formstack—each bring distinct strengths, from deep practice‑management integration to advanced document analysis. When evaluating these options, consider your firm’s size, existing tech stack, compliance needs, and budget. If you prioritize a fully branded, AI‑driven intake flow with the flexibility to add courses and secure portals, AgentiveAIQ leads the pack. For firms already embedded in Clio or those needing robust form‑based intake, the alternatives may be a better fit. Take advantage of free trials, review demos, and consult with vendors to ensure the chosen solution aligns with your firm’s workflow and long‑term growth.