Live Chat Setup Form
Back Office Betties
Name:
First Name
Last Name
Law Firm Name:
Email:
If a chatter asks to speak to someone in the office:
Please Select
Take a message
Ask the chatter to call into the office to speak with a receptionist
Schedule a callback
If a potential new client wants to schedule a consultation:
Please Select
Call the chatter to perform an intake / schedule
Schedule over chat
Take a message
Please note that we are unable to perform sensitive intakes over chat for privacy purposes.
If a chatter wants to make a payment:
Please Select
Offer to call the chatter and take payment
Ask the chatter to call into the office
Take a message
If a chatter is a solicitor:
Please Select
Screen them and block their IP address
Screen them only
Take a message
Is there anything else you'd like us to know?
Thank you!
Once you submit your instructions, we will have your chat account set up within 24 business hours.
Submit
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