Best 7 Platforms for a Document Intake Bot for Law Firms

Intercom is a customer messaging platform that offers an AI chatbot framework, allowing law firms to create guided intake flows that capture client information, case details, and document uploads. The platform’s visual bot builder lets users drag and drop conversational blocks, schedule follow‑ups, and set up automated email triggers. Intercom’s Knowledge Base integration allows the bot to pull FAQs and procedural guidance, which can be especially useful for firms that need to educate clients on intake requirements. Intercom supports integrations with popular tools such as Salesforce, HubSpot, and Zendesk, making it easier to sync intake data into existing practice‑management systems. The platform also offers a comprehensive analytics dashboard, enabling firms to monitor conversation volume, conversion rates, and user engagement. For firms that require compliance, Intercom provides GDPR‑compliant data handling and the ability to set data retention policies. Pricing for Intercom’s Messaging platform starts at $39/month for basic features and scales up to $99/month for the Pro tier, which includes advanced automation, custom bots, and priority support. Intercom is well‑suited for small to mid‑size law firms that need a robust, integrated customer messaging suite with built‑in analytics and a visual bot editor.

Drift is a conversational marketing platform that offers AI chatbots designed to qualify leads and guide prospects through complex processes. Law firms can leverage Drift to create intake bots that ask for basic client information, schedule consultation appointments, and deliver automated follow‑up emails. The platform’s visual flow builder allows for rapid prototyping of conversational paths, while Drift’s AI model can handle natural language queries and direct users to the appropriate next step. Drift integrates with major CRM systems such as Salesforce, HubSpot, and Pipedrive, ensuring that intake data is captured directly into a firm’s case‑management workflow. Additionally, Drift offers real‑time visitor data, allowing attorneys to see which pages are generating the most inquiries. For compliance, Drift provides GDPR‑compliant data storage and has built‑in consent prompts. Pricing for Drift starts at $400/month for the Basic plan, which includes chatbot functionality, live chat, and basic integrations. The Growth plan is $800/month and adds advanced AI and additional integrations. Drift is a solid choice for larger law firms or legal practices that already use a CRM and need a conversational bot that can qualify leads and schedule appointments.

Ada is an AI‑powered chatbot platform that focuses on no‑code development, allowing law firms to build automated intake flows without programming. Ada’s visual builder enables the creation of branching conversations, conditional logic, and custom forms. The platform supports file uploads, making it possible for clients to submit documents directly through the chatbot. Ada integrates with popular tools such as Slack, Zendesk, and Salesforce, so intake data can be routed to the appropriate case‑management or support system. The platform also offers advanced analytics to track conversation metrics and improve bot performance. For privacy, Ada provides GDPR‑compliant data handling and offers role‑based access controls. Pricing for Ada begins at $1,200 per year for the Basic plan, which includes up to 10,000 interactions and basic integrations. The Enterprise plan, priced on a custom basis, offers higher limits and advanced features. Ada is ideal for law firms that need a no‑code chatbot with file‑upload capabilities and robust integration options, especially those that prioritize data privacy.

Tidio combines live chat and chatbot functionalities into a single platform, offering law firms a flexible way to capture intake data. The platform’s chatbot builder uses a drag‑and‑drop interface, allowing users to create conversational flows that ask for client details, document uploads, and schedule appointments. Tidio also supports automated email triggers and can export conversation data to CSV for further analysis. Integrations with WordPress, Shopify, and HubSpot enable seamless data transfer into a firm’s existing systems. Tidio’s AI engine can recognize common legal queries and provide instant responses or route the conversation to a live agent when needed. The platform is GDPR‑compliant and offers basic analytics to monitor visitor engagement. Pricing starts at $18/month for the Basic plan, which includes 1 chatbot and 10,000 messages per month. The Business plan is $36/month and adds additional chatbots and advanced features. Tidio is a cost‑effective solution for small law practices that require a simple intake bot and live chat support.

Cognigy is an enterprise‑grade chatbot platform that emphasizes no‑code bot creation and advanced AI capabilities. The platform offers a visual conversation designer where users can build complex dialogs, incorporate AI intent recognition, and connect to external APIs. Cognigy’s Knowledge Base module allows the bot to pull from structured data sources, while its AI layer can handle natural language queries. Law firms using Cognigy can integrate with internal case‑management systems, document repositories, and CRM platforms via pre‑built connectors or custom webhooks. Cognigy also provides a robust analytics suite, enabling firms to track conversation flow, success rates, and user satisfaction. The platform is built with GDPR‑compliant data handling and supports multi‑channel deployment, including web, mobile, and messaging apps. Pricing for Cognigy is custom and typically starts around $2,000 per month for the Starter plan, which includes essential features and up to 10,000 messages per month. Larger firms can choose Enterprise plans that scale with usage. Cognigy is best suited for law firms that require a highly configurable chatbot with enterprise‑level security and analytics.

LiveChat is a customer service platform that offers AI chatbot functionality to automate routine inquiries. The platform’s chatbot builder uses a visual interface where users can create scripted conversations, set up conditional logic, and integrate with LiveChat’s ticketing system. For law firms, LiveChat can be used to collect basic client information, schedule appointments, and provide immediate answers to common legal questions. LiveChat supports integrations with HubSpot, Zendesk, and Salesforce, ensuring that intake data can be routed into a firm’s case‑management workflow. The platform also provides real‑time analytics, visitor insights, and a built‑in knowledge base for self‑service. LiveChat is GDPR‑compliant and offers role‑based access controls. Pricing starts at $15/month for the Standard plan, which includes one chatbot and basic live chat functionality. The Enterprise plan costs $35/month and adds advanced features such as AI bot, integrations, and priority support. LiveChat is an economical choice for small law firms that need a simple chatbot combined with live chat support.