Client Intake & Matter Opening
NIVA qualifies new enquiries · practice area, jurisdiction, urgency, conflict check details · and opens a new matter in your practice management system. Lawyers receive a fully structured brief, not a raw email.
NIVA's legal AI chatbot handles client intake, case status enquiries, compliance queries, document collection, and billing · freeing fee-earners for high-value work.
LexBot
Legal & Compliance support · online
Powered by NIVA
NIVA handles the administrative conversation load so your solicitors focus on billable, high-value legal work.
NIVA qualifies new enquiries · practice area, jurisdiction, urgency, conflict check details · and opens a new matter in your practice management system. Lawyers receive a fully structured brief, not a raw email.
Clients check case progress, outstanding document requirements, and next steps 24/7 without calling their solicitor. NIVA pulls status from your PMS and answers within the permitted disclosure boundary.
Internal compliance teams query policy requirements, deadline reminders, and regulatory change summaries. NIVA answers from your compliance manual and flags escalation items to the MLRO or GC.
Billing & Invoice Queries
Clients query outstanding invoices, time-recording breakdowns, and payment terms through chat · reducing finance team call volume without requiring client portal logins.
Appointment & Consultation Booking
Prospects and clients book initial consultations, follow-up calls, and court prep meetings directly through chat · synced with fee-earner calendars, reducing PA workload.
NDA & Document Execution
NIVA guides clients through standard document workflows · NDA collection, e-signature requests, and execution confirmation · reducing solicitor time on routine paperwork.
Examples from live legal & compliance deployments, answered in chat instead of routed to inbox.
“How long does a standard commercial lease negotiation take and what's your fee structure?”
Commercial lease negotiations typically take 4–8 weeks depending on complexity and landlord responsiveness. Our fees are structured on fixed-fee or hourly rates from $250/hour depending on partner involvement. Shall I book a free 20-minute consultation to get a precise estimate?
Generic prompts from scratch
250+ industry personas, ready day one
FAQ replies and deflection
Flows, forms, and real actions
Credits, tokens, and add-ons
Flat pricing, full white-label
Teams already using NIVA
From persona selection to live on your law firm website in under a day · within your professional indemnity boundary.
Choose the Legal & Compliance vertical from NIVA's library with industry terminology built in.
Pick from 10+ pre-built legal & compliance personas. Toggle only the roles you need.
Upload policies, manuals, and FAQs as PDFs or URLs into a private knowledge base.
Drop one script tag on your site. The bot goes live fully branded, no redeploy.
Subscribe to expert roles with domain tone and knowledge already built in. Toggle live without prompt engineering.
Client Intake Agent
Qualification, conflict check, matter opening
Case Status Bot
Progress, documents, next steps
Compliance Advisor
Policy queries, deadlines, regulatory
Billing Support Agent
Invoices, time recording, payment
Appointment Scheduler
Consultations, meetings, reminders
Document Workflow Bot
NDAs, e-signatures, execution
+ 4 more legal & compliance personas available on your demo
Platform capabilities tuned for legal & compliance teams. Compliance standards are listed separately below.
Upload your firm's fact sheets, procedure guides, and approved client communications. NIVA answers only from your vetted content · never providing regulated legal advice without a solicitor in the loop.
Build intake-to-matter workflows in NIVA's no-code Flow Engine. Qualification → conflict check → PMS matter creation → fee-earner notification, all automated without PA involvement.
NIVA integrates with LEAP, Clio, Actionstep, and custom PMS systems. Matter data, client details, and document requests flow directly into your system · no double entry.
NIVA requests, tracks, and chases outstanding client documents · ID, financial records, evidence · and marks items complete in your DMS when received.
Client Intake Flow
Trigger
Prospect submits enquiry via chat
Ask
Practice area, jurisdiction, parties
Open
Matter created, conflict check run
PMS
Solicitor notified with full brief
Workflows, smart forms, and multi-persona routing from a single admin dashboard.
Build multi-step automated workflows inside the chat: conditional branching, dynamic forms, persona handoffs, and webhook triggers.
Learn more Smart FormsDefine unlimited forms per bot. The AI reads conversation context and surfaces the right form automatically, inline in the widget.
Learn more Multi-Persona AIRun multiple AI agents in one widget. The orchestrator routes each message to the right persona automatically.
Learn moreDrop a single line before </body> and your legal & compliance bot goes live, fully branded as LexBot.
Auto-branded
Your colours, avatar, and bot name in every channel.
Instantly updated
Change personas or flows in admin. No redeploy.
CORS-ready
Website, WhatsApp, and custom domains out of the box.
Book a 30-minute demo and see NIVA's legal personas handling client intake, case status queries, and compliance workflows live.
Quick answers before you book a demo.
Still unsure? Send us your requirements and we will map the right personas for legal & compliance.
See how NIVA handles specific workflows in your space.
Explore NIVA for adjacent verticals.