Answer enquiries out of hours, without giving legal advice.

What clients ask, and Chati answers

• “Do you offer fixed fees for conveyancing?”
• “What do I need to bring to my first meeting?”
• “Do you deal with lasting powers of attorney?”
• “How long does probate usually take?”
• “Do you offer a free first consultation?”

What Chati hands to your team

• Anything about a specific case or situation.
• Deadlines, court dates or urgent matters.
• Existing clients asking about their file.

What to add to Chati’s knowledge

• Your website, especially your services and team pages.
• Your price and service information, including what’s included, what isn’t, disbursements and typical timescales.
• How a matter starts: the first call, identity checks and what to bring.
• Your complaints procedure and where to find it.

Settings we recommend

• Tone of voice: Formal.
• Topics to avoid: legal advice on someone’s own situation, and predictions about the outcome of a case.
• When it isn’t sure: take contact details.
• Lead capture: before the chat, with name, email, phone and the area of law. Clients expect it, and it means every enquiry is complete.
• Extra instructions: “Never say whether someone has a case. Offer a call with a solicitor instead.”

Be careful with

Chati gives general information from your own pages, not legal advice, and says so when someone asks about their own situation. Keep your published prices accurate, as they’re part of what the SRA expects you to show. Enquiries can include confidential details, so check your retention settings and our data processing agreement.

Connect your systems

Popular custom builds for firms are case management systems, consultation booking and new enquiry intake forms that go straight into your system. See custom builds.