One of the most significant challenges of running a law firm is to support clients while keeping business development top of mind simultaneously. A challenge that is increasingly difficult because resources are so scarce.

After witnessing the daily struggle of its law firm clients firsthand, Virtual Receptionist provider set out to offer a new take on traditional web chat services.

What separates’s services from the rest is the application of artificial intelligence technology to traditional receptionist services to weed out spam and telemarketing calls, screen and prioritize calls, and perform custom lead qualification, scheduling, and intake with incredible accuracy and efficiency. Now, they have extended the capabilities of their platform to offer website chat services with three levels of care:

Self-Service Chat – Free for Lex Tech Review Readers

I recently gave’s new Self-Service chat program a test drive. Wherein you can offer live chat on your website, then staff and answer the inquiries yourself. After a few days not only did our organization see an increase in inbound leads generated but were able to answer some quick customer service questions at the same time!

Automated Chatbot

Then, by training our Chatbot to answer common questions — or provide visitors with a link to schedule an appointment when our team wasn’t able to staff the chat — the bot was still able to capture information from visitors who may have gone elsewhere. Now, I feel our website has become a vehicle for communication, not a static business card.

Live Chat + Virtual Receptionists

When ready, you can upgrade to the ultimate combination of Live Chat + Virtual Receptionists powered by the team of professional, U.S.-based receptionists. With flexible pricing models based on use and laser-focused technology, you’ll only pay for the chats and calls you need, never any telemarketing or robot website traffic.


Let’s be real: Everybody’s busy so how much time does this really take?

When you hear things like “train your chatbot” or “setup your self-service chat widget,” it’s easy to assume that it may be difficult. First, it’s not. Second, the team holds your hand through the entire process and (if you allow them to) will even install the chat widget on your site.

I’ll be honest; it was pretty awesome to fill out an onboarding form and then get an email that said: Live Chat is live on your website!” Accompanied by a picture of it running on our site, no fussing, no headaches — it’s just done and ready to go.

Training Your Chatbot

Next, witness the power of AI at work. When someone asks a question, you begin to build a knowledge base also known as “training your chatbot” quickly amassing a library of answers for the chatbot to reference.

For users that leverage Smith’s Live Chat or Virtual Receptionist services, the team will also contribute articles and build out your library as they learn how to best answer questions for you.


To jumpstart your Chatbot’s capabilities take full advantage of’s “Playbooks”. Pre-made workflows for lead qualification, and scheduling consultations.

Bonus – Premium Features for Lex Tech Review Readers

Included in the exclusive beta program are the following premium options. If you end up upgrading to the paid plan, pricing is still based on per-chat or per-call so there’s no need to worry about a huge increase in your bill (there’s a monthly minimum for chats and calls, so you pay upfront for set of calls or chats, and then per-call or per-chat over your quote, at the same price you locked in for that month).

  1. Integrations for logging chat conversations in your case management or CRM system (including Clio, HubSpot, Lead Docket, Capsule CRM, and more)
  2. Spanish-to-English Chat Translation  

Why chat now?

Because, consumers expectations are based on their interactions with companies like Amazon, or app-driven services on their phones. Which means, that if you are going to attract new clients, specific tools have to help you answer inquiries before they become lost opportunities or larger client-service issues.

In fact… as cited in a recent Hubspot study:

  • 82% of Consumers expect an immediate response to a marketing or sales question.
  • 90% of Consumers expect an immediate response to a customer service question.

How you can try chat for your law firm for free:

Free only to Lex Tech Readers, will give you access to their Self-Service chat tools for free. We have been allocated a group of 30 accounts (which will go incredibly quickly!). All that they ask is that you provide honest feedback about your experience.

You have nothing to lose, but a free opportunity to:

  1. Get more clients
  2. Impress the ones you already have

Request Self-Serve Chat Access here.

In Summary

If you have wanted to try Chat on your website but didn’t want to take on the expense, here’s your chance. With a team of great support professionals and receptionists to help get you started, I encourage you to grab one of the 30 Self-Service Beta Chat program spots and let it run for 3 months.

If you get one new case or compliment from an existing client, you can decide if it’s valuable enough to continue. Moreover, if you do, you’ll know that you’ll be able to afford it.

And if you’re not one of the first 30 accepted into their Self-Service Chat Beta program, be sure to check out their Full-Service Live Chat, which is available to everyone, and staffed by their professional, U.S.-based receptionists. That service works with their AI chatbot, CRM integration, and real-time English-Spanish translation, too.

Contact them directly by email at, by phone at 650-727-6484, or chat with them at! Their team is available Monday through Friday, 5am to 6pm PT / 8am to 9pm ET.

Learn more about’s Virtual Receptionist Service (for inbound and outbound calls) in our recent product review here:

Chelsey Lambert

Chelsey Lambert

Chelsey Lambert is a Legal Technology Specialist, published Author and CLE Speaker. As a former Practice Management Advisor for the Chicago Bar Association, and Vice President of Marketing for a leading case management provider she has seen our industry from many angles. Today, she works with vendors to bring their products or emerging technologies into the marketplace. And, teaches legal technology courses to lawyers all over the country sharing different ways technology can benefit their law firm. As Founder of Lex Tech Review and Lex Tech Media Group she welcomes the opportunity to chat!