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    AI Chatbot

    An AI chatbot for solicitors and law firms

    People with a legal problem want to know quickly whether you can help and what it will cost. HaloTasker's AI chatbot explains your services and fees from your website, books consultations and passes new enquiries to the right solicitor.

    • Explains services and fees
    • Books consultations
    • Never gives legal advice

    14-day free trial. No credit card needed to start.

    A conveyancing enquiry

    Customer: How much do you charge for conveyancing on a £300k purchase?

    AI: Our fixed fee for a freehold purchase at that price is £950 plus VAT and searches. Shall I get a full quote sent to you?

    Customer: Yes please.

    AI: What's the best name, email and phone number for the quote?

    The conveyancing team gets the enquiry, the price and the client's details the same evening.

    New clients choose the firm that replies first

    Someone going through a divorce, a house move or a dispute will often contact several firms. Many enquiries arrive in the evening, and a long contact form is easy to abandon.

    The AI chatbot answers questions about your services, fixed fees and process from your own website, steers away from giving advice, and books an initial consultation or passes the enquiry to the right department with a summary.

    How it works

    1. 1

      Give it your website address

      It starts reading straight away. Watch it find your pages and PDFs on a live preview of your own site, then write a profile of your business. Most sites are done in minutes.

    2. 2

      Make it look and sound like you

      Pick the colours, launcher icon, position, greeting and tone of voice, and see exactly how it sits on your home page before it goes live.

    3. 3

      Paste one line of code

      Add the snippet to WordPress, Wix, Squarespace, Shopify, Webflow or any site. Leads, bookings and chats start arriving in HaloTasker.

    What it does for you

    Stays within the lines

    List topics it should politely decline, like advice on someone's own case, and tell it to only answer from what it has been taught.

    Books consultations

    Shows free times and books an initial consultation in the chat. Paid consultations link to your booking page to pay.

    Right enquiry, right team

    Tag and assign enquiries, with an AI summary, so family, conveyancing and private client leads reach the right person.

    Never leaves anyone stuck

    When it can't help, it offers your enquiry form, your phone number or a message you choose, so the visitor still reaches your team.

    Leads with a summary

    Every lead arrives with the visitor's details, an AI summary of what they want, a follow-up task and an email to the right person.

    Shares the right PDF

    It finds and reads the PDFs on your website, like brochures, price lists and datasheets, and hands visitors the right one to open or download.

    Try it with your own business, free for 14 days.

    Frequently asked questions

    Will it give legal advice?

    Not if you tell it not to. Add topics to avoid and switch on 'only answer from what it's been taught', and it will explain your services and offer a consultation instead.

    Is it GDPR friendly?

    Visitor IP addresses are never stored in plain form, the lead form can ask for consent and link to your privacy policy, and deleting a lead deletes that visitor's chats too.

    Will it make things up?

    It answers from your website, your documents and the questions and answers you add. You can tell it to only answer from what it's been taught, and when it doesn't know it says so and offers a form, your phone number or a message of your choice.

    How much does it cost?

    The AI chatbot is included in your HaloTasker plan, alongside bookings, the client portal, invoices and workflows. Start with a 14-day free trial, no credit card needed.

    Be the firm that replies first

    Start your free trial, give it your website address and watch it learn your business.

    Two Dashboards, One Platform

    The Hub & The Portal

    The Hub is the dashboard you and your team will work from. The Portal is the client-facing dashboard where they get their tasks to complete, raise tickets, complete onboarding and more.

    For You & Your Team

    The Hub

    Your admin dashboard for managing clients, tasks, workflows, quotes and your whole team from one place.

    HaloTasker Hub admin dashboard shown on a laptopHaloTasker Hub dashboard detailed view
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    For Your Clients

    The Portal

    The client-facing dashboard where they complete tasks, raise tickets, submit onboarding forms and stay in sync with you.

    HaloTasker client Portal dashboard shown on a laptopHaloTasker client Portal detailed view
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