No. Entity choice depends on the founders' tax situation, the funding plan, the state of operation, the eventual exit assumptions, and other factors the attorney assesses. The bot can describe what C-corps, S-corps, LLCs, and partnerships do at a general level, can note that VC-backed companies typically use Delaware C-corp, and can quote the formation package. The actual recommendation comes from the formation attorney in the consultation after looking at the founders' situation, not from the chatbot.

Yes. The bot recognises round-type language (SAFE, convertible note, priced seed, Series A, Series B, etc.) and routes accordingly. Each round type has different intake. SAFE and convertible notes capture the valuation cap, discount, and amount. Priced rounds capture the lead, the pre-money, and the deal size. The bot does not assess term-sheet leverage, which is fact-and-market-specific, but it captures enough that the financing attorney walks into the call understanding the round.

Differently. Sell-side intake captures the company being sold (revenue, EBITDA, industry, current ownership), the proposed deal size, the buyer's identity if known, and the timeline. Buy-side intake captures the target, the buyer's structure, the proposed deal type (asset vs stock vs merger), and the financing source. M&A attorneys typically specialise in one side, and the bot routes accordingly. Mid-market deals route to mid-market M&A counsel; larger transactions route to the senior M&A partner.

Yes, and this is critical because firms typically represent one side or the other and conflicts arise instantly. The bot's first employment-intake question is which side the prospect is on. Company-side intake routes to the employment-and-HR attorney for issues like terminations, classifications, harassment investigations, and non-compete enforcement. Individual-side intake routes to the plaintiffs employment attorney or to a referral partner if your firm only represents companies. The conflicts team reviews before booking.

Yes. Business law firms often have an IP-and-tech practice covering trademark filings, software licensing, open-source compliance, data privacy, and SaaS terms. Configure those as content and the bot routes accordingly. For deep patent prosecution work, most general-business firms refer to specialist patent boutiques; the bot can capture the inquiry and refer with the right framing rather than booking a consult that ends in a referral.

Business disputes get the right intake (parties, contract or claim type, damages exposure, current status) and route to the litigator. The bot does not assess claim viability or settlement value, which depend on the actual facts, the documents, and the jurisdiction. It captures enough that the litigator can do triage on the consult. For firms that do not litigate, the bot can refer disputes to litigation partners rather than booking a transactional attorney who would need to refer.

Yes. Fractional GC clients get the right intake (company stage, current internal counsel status, contract volume, anticipated workload) and route to the GC partner. The conversation is different from per-matter intake because it is about ongoing scope and monthly retainer fit. The bot describes the typical fractional GC structure at your firm (tiered retainer, scope-of-work coverage, overflow rates) and books the discovery call with the GC attorney.

Pre-engagement conversations are not yet attorney-client privileged. For business law specifically, prospects routinely share substantive deal details, financial information, and confidential business context, so the privacy posture matters. The widget message makes the pre-engagement status clear. Most firms set retention windows of 30-60 days, do not store transaction documents in chat (instead using a separate secure-upload portal post-engagement), and migrate substantive content into the matter file under privilege once engagement formally starts.