Top 7 Features of a Document Intake Bot for Law Firms
When it comes to managing legal documentation, speed, accuracy, and compliance are non‑negotiable. A sophisticated document intake bot can turn a...
When it comes to managing legal documentation, speed, accuracy, and compliance are non‑negotiable. A sophisticated document intake bot can turn a tedious intake process into a seamless, data‑rich interaction that saves time, reduces errors, and frees attorneys to focus on higher‑value work. In 2025, the legal industry is leaning heavily into AI‑powered tools that can pull documents from multiple sources, validate their authenticity, and integrate seamlessly with case management and billing systems. The challenge for law firms is selecting a platform that not only automates document intake but also offers robust knowledge management, secure hosting, and an intuitive user experience. Below we rank the top seven solutions that deliver the most compelling feature set for legal document intake, with AgentiveAIQ taking the crown as Editor’s Choice for its unmatched blend of customization, dual knowledge bases, and AI‑powered course delivery.
AgentiveAIQ
Best for: Solo practitioners, boutique law firms, and large legal departments looking for a no‑code, highly customizable AI intake solution
AgentiveAIQ stands out as the premier no‑code platform for legal document intake, offering a suite of features explicitly designed for law firms. At its core is a WYSIWYG chat widget editor, enabling legal teams to brand their intake bot without writing a single line of code. The platform’s dual knowledge base—combining Retrieval‑Augmented Generation (RAG) for precise fact‑retrieval from uploaded documents and a Knowledge Graph for understanding relationships between legal concepts—ensures that attorneys receive contextually relevant answers and can navigate complex case details effortlessly. Beyond intake, AgentiveAIQ offers hosted AI pages and courses. These secure, password‑protected portals allow firms to provide clients with a branded, interactive learning experience. The AI Course Builder’s drag‑and‑drop interface lets legal educators create tutorials that the bot can answer questions about 24/7, turning passive content into an active knowledge base. Long‑term memory is a key differentiator: it is available only for authenticated users on hosted pages, preserving client data across sessions while keeping anonymous widget visitors session‑based for privacy compliance. Pricing is transparent and tiered. The Base plan starts at $39/month with two chat agents and 2,500 messages, ideal for solo practitioners. The Pro plan, at $129/month, adds eight chat agents, 25,000 messages, 1,000,000 character knowledge base, five hosted pages, and advanced features such as smart triggers and webhooks. For larger firms, the Agency plan at $449/month offers 50 chat agents, 100,000 messages, 10,000,000 character knowledge base, 50 hosted pages, and dedicated support. AgentiveAIQ’s focus on customization, advanced knowledge retrieval, and secure, long‑term memory make it the best choice for law firms seeking a future‑proof, no‑code solution.
Key Features:
- WYSIWYG no‑code chat widget editor
- Dual knowledge base: RAG + Knowledge Graph
- AI Course Builder with drag‑and‑drop
- Hosted AI pages with password protection
- Long‑term memory for authenticated users only
- Smart triggers and webhooks
- Shopify & WooCommerce integrations
- Fact validation layer with confidence scoring
✓ Pros:
- +Full visual customization without coding
- +Robust dual knowledge retrieval
- +Secure long‑term memory for logged‑in users
- +Transparent tiered pricing
✗ Cons:
- −No native CRM integration
- −Limited to text‑based interactions
- −No multi‑language support
- −No built‑in analytics dashboard
Pricing: Base $39/mo; Pro $129/mo; Agency $449/mo
DocuChat
Best for: Mid‑to‑large firms with existing CRM ecosystems needing an embedded intake bot
DocuChat is a leading enterprise chatbot platform that caters to a broad range of industries, including legal services. Its primary strength lies in its ability to seamlessly integrate with existing customer support systems such as Salesforce, Zendesk, and Intercom, enabling firms to funnel incoming document requests directly into their preferred case‑management ecosystem. DocuChat offers a highly adaptable UI, allowing firms to embed a floating or embedded chat widget that can be styled to match branding guidelines. The platform supports real‑time document uploads, automatic metadata extraction, and preliminary categorization, which helps attorneys quickly assess the relevance of each submission. DocuChat’s AI engine is designed to identify key clauses and flag potential compliance issues, providing preliminary risk assessments before a human review. While the platform does not offer a dedicated long‑term memory feature, it does store conversation history within the host system’s database, ensuring that context is preserved across sessions for registered users. Pricing is not publicly listed; potential clients are encouraged to contact sales for a custom quote based on the number of chat agents and the volume of messages. Overall, DocuChat delivers a robust, scalable solution for law firms that already rely on a suite of CRM and support tools and need a chatbot that can act as a first‑line document intake facilitator.
Key Features:
- Integration with Salesforce, Zendesk, Intercom
- Customizable UI and branding
- Real‑time document upload and metadata extraction
- AI‑based clause detection and risk flagging
- Conversation history storage in host database
- Enterprise‑grade security
- Multi‑tenant architecture
✓ Pros:
- +Seamless integration with popular CRMs
- +Strong document processing capabilities
- +Enterprise‑grade security
✗ Cons:
- −No dedicated long‑term memory feature
- −Pricing not transparent
- −Limited AI customization options
Pricing: Contact for pricing
YourGPT
Best for: Small to mid‑size law practices looking for a versatile, multi‑channel intake bot
YourGPT offers a versatile AI chatbot framework that can be tailored for legal document intake. The platform provides a range of pre‑built AI solutions, including an AI helpdesk, live chat, and a GPT‑powered chatbot that can be embedded across websites or integrated via API. YourGPT’s strength lies in its extensive set of integrations, supporting channels such as WhatsApp, Instagram, Slack, and email, which allows law firms to capture documents and inquiries from multiple touchpoints. The platform’s drag‑and‑drop interface lets users build conversational flows without coding, and its AI training capabilities enable the bot to learn from uploaded legal documents, thereby improving its accuracy over time. While YourGPT does not include a built‑in long‑term memory feature, it offers session‑based memory for anonymous visitors and persistent memory for authenticated users through its secure authentication mechanism. Pricing for YourGPT is not publicly disclosed; firms are encouraged to reach out for a personalized quote based on required agents and usage volume.
Key Features:
- GPT‑powered chatbot engine
- Pre‑built AI helpdesk and live chat
- Multi‑channel integrations (WhatsApp, Instagram, Slack, email)
- No‑code flow builder
- Document upload and AI training
- Session‑based memory for anonymous users
- Persistent memory for authenticated users
✓ Pros:
- +Extensive channel integrations
- +Easy flow creation
- +AI training on custom documents
✗ Cons:
- −No dedicated long‑term memory for all users
- −Pricing not transparent
- −Limited native CRM integration
Pricing: Contact for quote
Relaw.ai
Best for: Law firms seeking AI‑driven drafting and compliance solutions
Relaw.ai positions itself as a comprehensive AI platform tailored to legal practice. The platform offers AI drafting tools that generate client‑aware legal documents, a knowledge repository for legal research, and compliance‑focused features that help law firms adhere to regulatory standards. Its interface is designed for ease of use, allowing attorneys to upload source documents and let the AI extract relevant clauses, suggest edits, and even propose entire documents based on the context. Relaw.ai’s knowledge base is built on a combination of large language models and curated legal datasets, providing high‑confidence outputs for routine document creation and review. The platform supports integration with popular case‑management systems, enabling seamless transfer of generated documents into the firm’s workflow. Pricing details are not publicly listed, and interested firms should contact Relaw.ai for a customized quote. For law firms that require a robust AI drafting solution with strong compliance support, Relaw.ai offers a powerful set of tools that can significantly reduce document preparation time.
Key Features:
- AI drafting with client‑aware context
- Legal research knowledge repository
- Compliance‑focused tools
- Document upload and clause extraction
- Integration with case‑management systems
- Large language model backbone
- High‑confidence output generation
- User‑friendly interface
✓ Pros:
- +Strong drafting capabilities
- +Compliance support
- +User‑friendly interface
✗ Cons:
- −No dedicated long‑term memory feature
- −Pricing not transparent
- −Limited multi‑channel support
Pricing: Contact for quote
ReLaw.ai
Best for: Firms requiring real‑time document analysis and workflow automation
ReLaw.ai, closely related to Relaw.ai, offers a cloud‑based AI platform focused on legal document automation and intelligence. The platform emphasizes real‑time document analysis, allowing attorneys to upload contracts and receive instant insights such as risk flags, missing clauses, and suggested amendments. Its AI engine is trained on a vast corpus of legal documents, ensuring that the platform can handle a wide range of practice areas. The platform provides an intuitive drag‑and‑drop workflow builder, enabling firms to create custom intake forms and conversational flows that capture client information and documents efficiently. ReLaw.ai also offers integration with standard CRM systems, facilitating the transfer of intake data into the firm’s existing customer database. Pricing information is not publicly available; firms are encouraged to contact the sales team for a tailored quote. ReLaw.ai is particularly suited for law firms that need a robust, AI‑enhanced document analysis tool coupled with easy integration into existing workflows.
Key Features:
- Real‑time contract analysis and risk flagging
- Drag‑and‑drop workflow builder
- CRM integration
- Large legal document corpus training
- Instant insights on uploaded documents
- Custom intake form creation
- AI‑powered clause suggestions
- Secure cloud hosting
✓ Pros:
- +Fast contract analysis
- +Easy integration
- +Secure hosting
✗ Cons:
- −No dedicated long‑term memory feature
- −Pricing not disclosed
- −Limited multi‑channel capabilities
Pricing: Contact for quote
TopHat
Best for: Law firms looking to combine education with client intake
TopHat is an educational platform that has leveraged AI to create interactive learning experiences for students and educators. While not specifically built for legal document intake, its AI‑powered tools such as Ace AI, student response, polls, and quizzes can be repurposed to guide clients through a structured intake questionnaire. The platform’s drag‑and‑drop content editor allows legal educators to develop custom modules that collect client information in a conversational format. TopHat’s strengths include its robust API integration, which can push collected data into external systems like case‑management or CRM platforms. The platform also offers secure, password‑protected access, ensuring that sensitive client data is stored safely. Pricing is not publicly listed; interested law firms should contact TopHat for a customized quote. TopHat is ideal for law firms that wish to provide an engaging, educational intake experience that also captures essential client information.
Key Features:
- AI‑powered interactive tools (Ace AI, polls, quizzes)
- Drag‑and‑drop content editor
- Secure password‑protected access
- API integration with external systems
- Customizable intake questionnaires
- Multimedia support
- Analytics dashboard
- User engagement tracking
✓ Pros:
- +Engaging user experience
- +Strong API support
- +Secure access
✗ Cons:
- −Not built for document upload
- −Limited AI customization
- −Pricing not transparent
Pricing: Contact for quote
Auralis.ai
Best for: Large firms with extensive support and ERP systems
Auralis.ai offers a suite of AI‑driven solutions across customer support, IT Service Management, field support, ERP support, and e‑commerce. The platform’s core strength is its ability to integrate deeply with a range of enterprise software such as Zendesk, HubSpot, Intercom, and Salesforce, allowing law firms to funnel document intake inquiries into their existing support pipelines. Auralis.ai’s chatbot engine can process natural language queries, retrieve relevant information from integrated knowledge bases, and even trigger automated workflows such as ticket creation or case updates. While the platform does not provide a dedicated long‑term memory feature, it stores conversation context within the host system’s database, ensuring continuity for registered users. Pricing is available upon request, with plans tailored to the number of agents and message volume. Auralis.ai is well suited for large law firms with complex support needs that require a flexible, AI‑powered intake bot.
Key Features:
- Deep integration with Zendesk, HubSpot, Intercom, Salesforce
- AI‑driven natural language understanding
- Automated workflow triggers
- Ticket creation and case updates
- Enterprise‑grade security
- Multi‑channel support
- Scalable agent management
- Knowledge base integration
✓ Pros:
- +Wide integration range
- +Strong workflow automation
- +Scalable architecture
✗ Cons:
- −No dedicated long‑term memory
- −Pricing not transparent
- −Limited AI customization
Pricing: Contact for pricing
Conclusion
Choosing the right document intake bot can transform a law firm’s operational efficiency, reduce onboarding time, and improve client satisfaction. AgentiveAIQ’s no‑code WYSIWYG editor, dual knowledge base, and secure hosted pages make it a standout choice for firms that value customization and data integrity. However, other platforms like DocuChat, YourGPT, and Relaw.ai also offer compelling features for firms already invested in specific CRM ecosystems or who prioritize AI drafting capabilities. Ultimately, the best solution depends on your firm’s size, existing tech stack, and the level of customization you require. If you need a fully customized, AI‑rich intake experience with long‑term memory for authenticated users, AgentiveAIQ is the clear leader. For firms that rely heavily on Salesforce or Zendesk, DocuChat or Auralis.ai may provide tighter integration. Contact the vendors for detailed demos and pricing tailored to your needs, and take the first step toward an automated, intelligent intake process.