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Individually trained

The AI Assistant for Law Firms: Sort Enquiries, Not Advise

The XICBOT law firm assistant takes initial enquiries around the clock, sorts them by area of law and matter, lists the right documents, proposes a first-consultation appointment and points the way to the responsible person. It is a signpost, not advice: every legal assessment stays with the qualified professional. GDPR-compliant, hosted in Germany.

Initial enquiries qualified Pro package from 149 € per month net No legal advice — signpost and handover

24/7

Enquiries outside office hours

in seconds

first follow-up, not a queue

signpost

Sort and hand over

GDPR

Hosting and data in Germany

Pro package · net plus VAT

from 149 € per month net
  • Pro with appointment function and conversation analytics from 149 € per month net
  • Start as a signpost with FAQ from 49 € per month net, setup from 990 € net
  • Individual connection to calendar or practice software from 4,900 € net setup
  • Free initial consultation and demo with a test assistant for your website

A law firm assistant with initial-enquiry qualification, appointment function, document checklist and conversation analytics is part of the Pro package: operation from 149 € per month net plus a one-time setup from 2,900 € net (individual training and integration). For a plain signpost with FAQ and document hints, the Start package from 49 € per month net is often enough, setup from 990 € net. Individual connection to a calendar or practice software from 4,900 € net setup. Every project begins with a free initial consultation and a free demo.

In most law and tax firms the first enquiry arrives by phone or email — often unstructured, outside office hours and not always with the right contact. A client describes their matter but does not know whether it belongs to family, employment or tenancy law; a tax question reaches the clerk who is currently in a meeting; an urgent deadline gets lost in the phone queue. The XICBOT law firm assistant steps in exactly here: it takes initial enquiries around the clock, sorts them by area of law and matter, lists the right documents and hands a structured new-client enquiry to the responsible person. The crucial line is clear: the assistant gives no legal or tax advice. It is a signpost that sorts, prepares and hands over — every legal assessment stays with the qualified professional. Qualification works like the lead assistant, tailored to the specific needs of a firm and with privacy and hosting in Germany that meets the high demands of professional confidentiality.

How an initial enquiry becomes an ordered new-client enquiry

From initial enquiry to ordered handover
A conversation that sorts instead of advising
The assistant takes the enquiry, sorts it by area of law, prepares appointment and documents and hands over to the responsible person. Illustrative representation — values are examples.
Initial enquiry in chat — the matter is describedStart
Sorted — area of law and short description captured, without assessmentSorting
Prepared — document checklist listed, responsibility clarifiedprepared
Handed over — first consultation booked, enquiry to the right personHandover
First follow-upin secondseven outside office hours
Legal assessmentwith a humanthe assistant does not advise
Handoverwith contextto the responsible person
First follow-upin seconds
Pro package from149 € per month net
Illustrative representation — values are examples. From the initial enquiry through sorting and preparation to handover to the responsible person in the firm.

What the Assistant Takes On in Your Firm

A law firm assistant is not a chat window that gives legal information. It takes on the everyday groundwork that otherwise ties up the phone and the front desk: receiving enquiries, sorting them, arranging appointments and finding the right responsibility. The following six tasks form the core — each can be tailored to your firm, for example by areas of law, locations or fixed responsibilities. The substantive assessment of a case always stays with you.

Initial Enquiry Qualified

The assistant asks in a structured way about area of law, a short description of the matter, urgency and — for the conflict check — the parties involved. So you receive not a vague note but an ordered enquiry, without it assessing the case.

Book a First Consultation

If an appointment fits, the assistant shows free slots from the calendar, books the first consultation and sends a confirmation. How this works in detail is covered by the booking assistant.

List the Right Documents

Depending on the matter, the assistant lists which documents make sense for the appointment — from your own templates, not made up. The client arrives prepared, the first meeting gets shorter and more productive.

Responsibility Signpost

The assistant guides to the right person: the fitting area of law, the responsible clerk or the correct location. No forwarding in the phone queue, no misassigned enquiries.

Confidentiality and GDPR

Hosting and data processing in Germany, a data processing agreement, data sovereignty and a deletion concept — fitting the high demands of professional confidentiality. Details under privacy and hosting.

Handover to a Human

As soon as it is about assessment, advice or a sensitive case, the assistant hands over to a qualified professional with full context — live, via ticket or email. It replaces no one, it prepares the ground.

For a law firm assistant to work reliably, it must keep two things cleanly apart: it may relay factual information from your content, but it must not make a legal assessment. XICBOT is built exactly that way. The assistant reads the context of an enquiry, answers organizational questions and prepares — the substantive assessment it does not give, it hands over.

Reads — the Organizational Context

The assistant reads your website and firm content: which areas of law you cover, who is responsible for what, office hours and locations, how a first consultation runs, general notes on fees and your document lists. On this basis it answers organizational questions and sorts. For anything that requires a legal assessment, it gives no information but hands over to a human.

  • Areas of law, team and responsibilities
  • Office hours, locations and the first-consultation process
  • General notes on process and fees
  • Document lists and frequent questions
Basis for sortingsource-bound
Areas of law, team and responsibilities
Office hours, locations and the first-consultation process
General notes on process and fees
Document lists and frequent questions
Answers are bound to your content. Anything that requires a legal assessment goes to a qualified professional.

Sorts and Hands Over — Appointment, Checklist, Responsibility

An ordered new-client enquiry grows out of the conversation. The assistant captures area of law and a short description, notes the parties for the conflict check, lists the right document checklist, proposes a first consultation and hands over in a structured way to the inbox or the responsible person. Every action only with clear permissions. How calendar and practice software can be connected is covered under tool control.

  • Capture area of law and matter in a structured way
  • Note the parties for the conflict check
  • Prepare the document checklist and appointment
  • Hand the enquiry to the responsible person
The assistant hands over the enquirywith permissions
Initial enquiry
XICBOT
Appointment
Sorting
XICBOT
Responsible person
Matter assigned to family law
Document checklist sent to the client
First consultation proposed and booked

How an Initial Enquiry Unfolds

The path from the first message to an ordered handover runs in four natural steps. For the client it feels like a short, helpful conversation. Behind it, a prepared enquiry grows for the firm that can be handled without repeated chasing — and where it stays clear that the legal assessment only happens in the meeting with the qualified professional.

The Assistant Does Not Advise — It Prepares

Legal and tax advice is reserved for qualified professionals, and the assistant keeps exactly this line. It gives factual, organizational information from your own content, sorts enquiries and prepares them — it does not give a legal assessment, a view on prospects of success or a concrete recommendation to act. Because an AI assistant can be wrong, its answers stay bound to your content, and at any sign of uncertainty a human takes over.
  • Take initial enquiries around the clock and sort them factually
  • Sort by area of law and matter, without assessing the case
  • List the right document checklist from your own templates
  • Propose a first consultation and book it on request
  • Hand over to the responsible person with full context
  • Every legal assessment stays with the qualified professional

Typical Usage Scenarios in Firms

We would rather advertise what a law firm assistant can do than with invented success stories. The following journeys are anonymized and illustrative and show how the assistant can be used in different firms. Our project experience with comparable enquiry processes shows that above all the preparation and the right assignment save noticeable time.

From Initial Enquiry to Prepared Handover

Law Firm
Starting point
Many calls with an unclear matter, frequent forwarding, unprepared first meetings
Measure
Assistant sorts by area of law, captures the parties and sends the right document checklist
Result
Ordered enquiries with the right person, shorter and more productive first consultations
Tax Firm
Starting point
Recurring questions about deadlines, documents and process tie up a lot of phone time
Measure
Assistant answers organizational questions from the firm content and captures onboarding enquiries in a structured way
Result
Relieved phone, new-client enquiries arrive prepared with the responsible clerk
Firm With Several Locations
Starting point
Enquiries reach the wrong location or department, coordination costs time
Measure
Responsibility signpost routes by area of law and location, the appointment is booked accordingly
Result
Enquiries arrive directly with the right team, fewer internal forwardings

Illustrative examples from typical project histories (project experience) — anonymized.

Concrete Results on Request

Would you like to know how an assistant can sort and prepare your firm's initial enquiries? In the free initial consultation we look at your areas of law, responsibilities and enquiry process and show relevant examples from practice, without sales pressure and without empty promises.

We promise no client numbers and no legal information from the machine. We build an assistant that sorts initial enquiries, prepares them and hands them over in a structured way — and that cleanly keeps the line to advice.

Our approach

Frequently Asked Questions From Firms

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