Business
Instantly End Repeat Intake Questions With a Chatbot for Professional Services
A chatbot for professional services answers repeat intake questions on your firm's website at any hour, such as whether the consult is free or what to bring to a first appointment. Law firms and accounting practices use one so the front desk can spend its time on paying client work.
What should I bring to my first appointment? Is the consult free? Do you handle wills, or just real estate? Are you open Saturdays? Your front desk hears these every day.
What a chatbot for professional services does
The Wow Bot reads your firm's website and answers visitor questions from that content. Nothing else. If your site says the first 30 minutes are free, the bot says so. If your site doesn't mention a topic, the bot says it doesn't know and offers to connect the visitor with your team.
It also shares only the links you approve, so nobody gets sent to a stranger's page or an old intake form.
The questions that eat your front desk's day
Most firms find the same handful of questions on repeat. For example:
- What documents do I need for my tax appointment?
- How much does an initial consultation cost?
- Which areas of law does the firm practise?
- What are your office hours over the holidays?
- How do I book, and what happens after I fill in the intake form?
Each one takes a staff member two minutes. Multiply that by a busy week and you've lost hours to answers that already live on your website.
Where the line sits: general answers, never personal advice
Clients sometimes ask a bot things like "Should I file for divorce?" or "Can I deduct my home office?" That's personal advice, and it belongs with a licensed professional.
The Wow Bot answers general questions from what your website says about your services and fees. When a visitor needs advice about their own situation, the "Talk to a person" button sends their request to your team by email. A real person picks it up from there.
That keeps your licensing rules where they belong and gives the visitor a clear next step.
Privacy your clients will expect
People share sensitive details with professionals, so they'll want to know where a chat goes. Here's how The Wow Bot handles it:
- Data is stored in Canada.
- Conversations and visitor names and emails are encrypted.
- Wow Bot and Wow Digital staff can't read your conversations unless your firm allows it.
- Your own team can always read your firm's conversations in your account.
- Attempts to trick or hack the bot get flagged for you to review.
For a deeper look at chatbot privacy, read our guide on AI chatbot privacy in Canada. It was written for non-profits, where the bot started, and the same rules apply to your firm.
How to set it up in an afternoon
- Start a free trial and point the bot at your website. On WordPress, use the plugin. On any other site, paste one line of code.
- Make sure your fee and intake details are written on your site, since the bot can only answer what's there.
- Add starter questions like "What should I bring?" so visitors see what to ask.
- Test your bot in your account before it goes live.
- Check the Needs attention report each week and fix any weak answer in one click.
A weekly summary email shows which questions come up most, which tells you what to add to your site next.
Rather hand off the work? Wow Setup is our done-for-you setup service.
What happens if you wait
Every unanswered question after 5 p.m. is a prospect who might book with the firm down the street. Your staff keep fielding the same calls, and the work you bill for gets pushed to evenings.
With the bot running, prospects get the answer they need the moment they ask. Your team gets their afternoons back, and the people who need real advice reach a person faster.
Want a firm website that answers better on its own? Wow Digital builds sites with clear service and fee pages. Their website security checklist is worth a read too.
Try The Wow Bot on your firm's website
Plans start at $29 USD a month with a 7-day free trial. Start your free trial and see what your visitors ask this week. Have questions first? Check the FAQ or book a consult.
Frequently asked questions
Will the chatbot give legal, tax or medical advice?
No. The Wow Bot answers general questions using what your firm's website says about services and fees. When a visitor asks about their own situation, it offers the "Talk to a person" handoff, which emails the request to your team so a licensed professional can respond.
Can my firm's staff read the conversations?
Yes. Your own team can always read your firm's conversations in your account. Wow Bot and Wow Digital staff can't read them unless your firm allows it. Conversations and visitor names and emails are encrypted, and data is stored in Canada.
What happens if the bot doesn't know an answer?
It says so and offers to connect the visitor with your team. It won't guess. Those questions also show up in the Needs attention report, so you can add the missing detail to your website and fix the weak answer in one click.
Does it work if our website isn't on WordPress?
Yes. WordPress sites use the plugin. Any other website can add the bot with one line of code. You can match the button icon and colours to your firm's brand, so it looks like part of your site from day one.
How much does it cost for a small firm?
Plans start at $29 USD a month, and every plan begins with a 7-day free trial. If your team doesn't have time to set it up, Wow Setup is a done-for-you service that handles the setup for you.