Yes. Conversation AI in GoHighLevel can text or chat with a new inquiry, ask what type of matter it is, collect the facts a conflicts check needs, and pass the conversation to an attorney. The bottom line: the chatbot sorts and gathers, and a lawyer decides, because bar opinions make the firm responsible for what the bot says.
What bar opinions say
Two state bar opinions bear on an AI agent that talks to callers. The Florida Bar's Opinion 24 1 says a client facing chatbot must clearly say it is an AI and not a lawyer or firm employee, and that the lawyer is responsible if it creates a prospective client relationship. Oregon's Formal Opinion 2026 208, in a summary, says to disclaim that no attorney client relationship is formed, review conversations promptly, and have a lawyer approve autonomous actions such as sending an engagement letter. ABA Formal Opinion 512 covers confidentiality under Rule 1.6, which Rule 1.18(b) extends to prospective clients. Check your own state's opinions, and have ethics counsel approve the script.
ABA Formal Opinion 10 457 makes a related point about websites: a firm that invites visitors to submit information can create duties to a prospective client under Rule 1.18, and disclaimers work only when they are conspicuous and consistent with the firm's conduct. A chatbot that asks about a caller's situation is the same invitation, in real time.
What the chatbot should ask
| Ask | Why |
|---|---|
| Name, phone, and email | Callback and conflict check |
| Matter type from a short list | Routing to the right attorney |
| State and county | Licensing and venue |
| Names of other parties | Conflict check |
| Any date the caller says is coming up | Priority, without giving deadline advice |
It should not ask for a full account of the facts. Rule 1.18 gives prospective clients protection for what they share, so collecting less is safer for the caller and the firm.
How GoHighLevel's Conversation AI works
GoHighLevel's Conversation AI hub page says the bot has three response modes: Off, Suggestive, where it drafts replies that a person reviews and sends, and Autopilot, where it replies on its own. Its advanced settings page says you can cap the messages a bot sends in one conversation from 1 to 100 (100 by default for new bots), that the bot goes dormant when it reaches the cap, and that safety settings include a fallback message, content filters that block words or phrases, and automatic escalation to a human. It also warns that every bot generated message counts toward your plan's AI usage. GoHighLevel's AI tools page lists pay per use pricing, AI Employee Growth at $50 a month per enabled location, and AI Employee Unlimited at $97 a month per enabled location, with Conversation AI allowances that differ by plan, and tells you to confirm current pricing in your own account before quoting it. A Labs feature called Prompt Optimizer tests a cloned agent against simulated customer chats without touching the live one.
Build it in GoHighLevel
- Go to AI Agents, open Conversation AI, and create a bot for the firm's text and chat channels.
- Start in Suggestive mode, so staff see the proposed replies before they go out, and switch to Autopilot only after review.
- Put the AI disclosure, the no legal advice line, and the no attorney client relationship line in the first message.
- Give the bot the matter type list and the five questions in the table, and tell it to stop after collecting them.
- Set the message cap and an escalation rule that hands the conversation to a person if the caller mentions danger, a deadline, or a complaint about the firm.
- Add a workflow that tags the contact with the matter type and creates a task for the attorney assigned to that practice area.
Worked example
For example, if 40 inquiries a month arrive by text or web chat and 10 are for matters the firm does not take, the bot screens out 10 (40 times 0.25) with a polite referral message, and the intake attorney reads 30 summaries instead of 40 conversations.
Mistakes to avoid
- Letting the bot answer legal questions. Tell it to book a consultation instead.
- Collecting the whole story. Ask only what routing and conflicts need.
- Going straight to Autopilot. Start in Suggestive mode.
- Forgetting the disclosure. Florida requires it.
How this was handled before
Receptionists asked callers what type of matter it was, wrote it on a message slip, and passed it to an attorney. The chatbot repeats that step on text and web chat, and the ethics opinions treat it as the firm's own voice, so the firm reviews it the way it would review a new receptionist.
What to measure after launch
Track conversations started, matter types identified, conversations escalated, and consultations booked. Review a sample each week for any advice the bot gave that it should not have.
Check before you switch it on
US text messages sent from a standard 10 digit number need A2P 10DLC registration. The HighLevel support portal says registration is required for texts to US recipients from 10 digit long code numbers and that toll free numbers do not require it. HighLevel's opt in guidelines also say a person cannot be forced to agree to text messages in order to submit a form, so keep the consent box optional. One compliance guide separates informational texts, which need documented consent, from marketing texts, which need prior express written consent. Ask your attorney which category your reminders fall into. Confirm where transcripts are stored and for how long, since Oregon's opinion asks lawyers to understand how a chatbot stores what callers say. This is general information, not legal advice.
Questions people ask
Can the chatbot decline a case?
It can tell the caller the firm does not handle that matter type and offer a referral message the firm approves. A lawyer should set the rules.
Does the chatbot create an attorney client relationship?
The Florida opinion says the lawyer is responsible if it inadvertently creates a prospective client relationship, so disclaimers and review matter.
What does Suggestive mode do?
GoHighLevel's Conversation AI modes include Suggestive, where staff review proposed replies, and Autopilot.
Ready to try it yourself? Start a GoHighLevel account here.
You can also see this in action in our GoHighLevel capabilities demo.