Live chat for law firms and accountants
Picking up the phone to a professional can feel daunting. Chat gives potential clients an easy first step, and gives you the information to respond properly.
Why first contact is awkward
People often put off contacting a solicitor or accountant, then look for help at a stressful time.
- Fee earners and accountants cannot stop to answer every general enquiry.
- Enquiries reach the wrong person, then get passed around the firm.
- Unsuitable enquiries take up time that could go to the right clients.
- Deadlines, such as tax returns, cause predictable surges in the same questions.
How Orbis Chat suits a professional firm
Use chat for first contact and general questions. Advice stays within your normal client process.
Pre-chat form
Ask for a name and email, so that you can follow up properly.
Departments
Send conveyancing, family or tax enquiries to the right team.
Approved wording
Use shortcuts for your standard wording, such as saying that a chat is not legal or financial advice. Read our shortcuts guide.
Roles, two-factor login and audit log
Control who can access what, and keep a record of account activity. See security details.
Deals pipeline
Track new enquiries from first contact to instruction.
Worked example: an accounting enquiry in January
A newly self-employed person is worried about their first tax return and visits an accountant's website.
They ask a general question
They want to know if the firm takes on sole traders at this time of year.
Reception handles the first step
They confirm the basics using a shortcut and ask for an email address.
The enquiry is passed on
The chat is transferred to an accountant, with a private note explaining the situation.
The lead is tracked
A contact and deal are added, along with a task to arrange an initial call.
This is an illustration of how the features fit together, not a real customer story.
Frequently asked questions
Can we give advice through chat?
That is a decision for your firm and your regulator. Many firms will prefer to use chat for first contact, and give advice within their normal client process.
Do you have ISO or similar certifications?
We do not claim certifications such as ISO or SOC 2. Our security page describes what we do, so that you can make your own assessment.
Can we delete a conversation if asked?
Yes. The GDPR tools let you export or delete a person's data, and retention settings control how long data is kept.
