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Free Case Evaluation Agent

Free Case Evaluation Agent

AI Agent for Free Case Evaluations

Prospective clients who land on a law firm's website expecting a free case evaluation rarely complete a static intake form. They want to describe their situation, understand whether they have a viable claim, and feel heard — not fill out 15 fields and wait days for a callback. This AI agent delivers an interactive case evaluation experience that walks visitors through their incident details, screens for case viability based on your firm's criteria, and connects qualified prospects to your legal team with a structured case summary already in hand. It runs around the clock, ensuring that a visitor searching for legal help at midnight on a Sunday receives the same attentive evaluation as one who calls during business hours.

Chosen by 800+ global brands across industries

Free Case Evaluation Agent

Use Cases

Measurable intake improvements

How AI-powered case evaluations translate to more signed clients and lower acquisition costs.

Dramatically higher evaluation completion rates

Traditional free case evaluation forms on law firm websites see completion rates between 10% and 20%. Most visitors abandon after seeing a long form or a generic "describe your case" box. Conversational AI evaluations achieve 40% to 60% completion rates by breaking the process into manageable questions and providing real-time feedback. For a firm receiving 500 monthly evaluation page visitors, that difference means 150 to 200 more completed evaluations per month reaching the intake team.

Lower cost per qualified evaluation

Legal Google Ads cost between $200 and $500 per lead. When most of those clicks bounce from a static form, the effective cost per completed evaluation is far higher than the click cost alone. By converting a larger share of paid traffic into completed evaluations, AI intake agents reduce the effective cost per qualified lead by 25% to 35%. A firm spending $10,000 per month on advertising recovers $2,500 to $3,500 in what would otherwise be wasted ad spend.

Faster attorney-prospect engagement

Prospects who receive a response within five minutes are 21 times more likely to become qualified leads than those who wait 30 minutes. With AI-powered evaluations, the prospect receives immediate engagement the moment they arrive on the page, and the intake team receives a complete case summary the moment the conversation ends. Firms that improve their response time from four or more hours to under one hour report a 20% or greater increase in revenue without any additional advertising investment.

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Free Case Evaluation Agent

Free Case Evaluation Agent

features

Purpose-built for legal intake

Features designed around the specific requirements of offering free case evaluations at scale.

24/7 evaluation availability

According to Clio, 57% of law firm communications happen outside traditional business hours. Injury victims, potential plaintiffs, and people facing urgent legal issues do not wait until 9 AM to seek help. This agent operates continuously, ensuring that a visitor who arrives at 2 AM on a holiday weekend receives a thorough, empathetic case evaluation — not a voicemail prompt. The first firm to respond wins the client 78% of the time, and this agent responds in under 30 seconds.

Case-type branching logic

A free case evaluation page attracts visitors with a wide range of legal issues. The agent uses conditional branching to adjust its questions based on the case type the visitor selects. A personal injury evaluation asks about accident circumstances, medical treatment, and insurance details. A medical malpractice evaluation asks about treatment providers, diagnosis timelines, and standard-of-care concerns. Each path captures the specific information your attorneys need to assess that particular claim type.

Empathetic, plain-language conversation design

People seeking free case evaluations are often stressed, confused about their legal rights, and unsure whether they even have a case. The agent uses clear, non-legal language to guide them through the process. It acknowledges their situation, explains why each question matters, and reassures them that the evaluation is confidential and no-obligation. This approach reduces drop-off rates and builds trust before the prospect ever speaks to a human.

Intake team notifications and CRM sync

Every completed evaluation triggers an instant notification to your intake coordinator via email, Slack, or SMS. The full case summary syncs to your CRM or practice management system — Clio, PracticePanther, MyCase, Salesforce, or HubSpot — through native integrations or Zapier. High-priority cases can trigger escalation alerts so your team reaches out within minutes, not hours. This speed-to-contact advantage is critical when competing against firms that rely on next-morning callback workflows.

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How

Free Case Evaluation Agent

works

From visitor to qualified prospect in minutes

Three steps to turn your website's case evaluation offer into a structured, always-on intake pipeline.

Free Case Evaluation Agent

FAQs

Frequently Asked Questions

How does an AI case evaluation agent differ from a standard contact form on a law firm website?

A contact form collects a name, phone number, and a free-text description. An AI evaluation agent conducts a guided, conversational screening that mirrors a real intake interview. It asks specific questions about the incident type, timeline, injuries, and treatment, then applies your firm's qualification criteria to assess viability. The result is a structured case brief delivered to your intake team, not an unstructured message that requires a 15-minute phone call to interpret.

Can the case evaluation bot handle multiple practice areas on a single page?

Yes. The agent supports conditional branching so it can route visitors through different evaluation flows based on their case type. A personal injury evaluation follows a different question path than a medical malpractice or employment discrimination evaluation. Each branch collects the specific information relevant to that practice area while maintaining a consistent, professional experience for the visitor.

Does the free case evaluation chatbot integrate with legal practice management software?

Yes. Tars integrates with Clio, PracticePanther, MyCase, Salesforce, HubSpot, Zoho CRM, Google Sheets, and hundreds of additional tools through Zapier and custom webhooks. Completed evaluation data flows directly into your intake pipeline with all case details attached, eliminating manual data entry and ensuring no evaluations are lost.

Is the data collected during case evaluations secure and compliant?

Tars is SOC 2 Type 2 compliant with all data encrypted in transit and at rest. The platform does not use conversation data to train AI models. You maintain full control over conversation content, disclaimers, and required disclosures, allowing you to comply with your state bar's advertising rules, client solicitation guidelines, and data privacy regulations.

How quickly can a law firm deploy a free case evaluation AI agent?

Most firms go live within five to seven business days. You configure the evaluation flow with your case types, screening criteria, attorney availability, disclaimers, and branding. No coding is required. Your intake coordinator or marketing team can manage the setup and adjust questions, qualification logic, or routing rules as your firm's needs change.

What happens when a visitor's case does not meet our firm's criteria?

The agent delivers a respectful response explaining that the firm may not be the best fit for their specific situation. It can suggest the visitor consult with a different type of attorney or collect their details for a potential referral. This protects your firm's professional reputation and can generate referral fee opportunities from cases outside your primary focus areas.

Can I embed the case evaluation agent on paid advertising landing pages?

Yes. The agent can be deployed on any webpage, including Google Ads landing pages, Facebook campaign pages, and your main website. You can also deploy it through WhatsApp via the 2Chat integration. This ensures that visitors from every advertising channel receive the same high-quality evaluation experience rather than a generic form that underperforms the ad spend driving traffic to it.

How does AI-powered case evaluation compare to a phone-based intake process?

Phone-based intake requires staffing during business hours, involves hold times that frustrate callers, and produces inconsistent screening quality depending on who answers. AI evaluation agents respond in seconds, ask the same structured questions every time, and operate around the clock at a fraction of the staffing cost. Firms that supplement phone intake with AI-powered evaluation typically see 20% to 35% more completed intakes while reducing per-evaluation handling costs significantly.

Real results, real customers, real stories

“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager
“We're saving an average of 4,000+ calls a month.”
Implementing an Agent revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service️ along with our business services.
Lindsey Roark Mayes
Ex-Director of SOS IT (State of Indiana)
“Cutting down on staff needing to email back.”
Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.
Levi Eastwood
Marketing Director of UCI Merage School
“Powerful tool - and there's so much more still to explore!”
I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
Aaron Rittmaster
Founder
“I like the product.”
Takes those boring forms and allows you to make the collecting of customer information enjoyable for the user. It has a lot of value and I see the company constantly working on improving it.
Pierre Rattini
Director of Marketing
“Very responsive and supportive Team”
I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
Keisha Cameron
Product Manager
“Easy for cooperation and open to agreement.”
One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
Milica Petrovic
Customer Care Project Associate
“Great service”
The guys at Tars are so passionate about bots and maximum engagement. Tars is overall a great product with really nice people there to help me engage and automate conversations I would have otherwise missed.
Nigel Gosling
Health Coach
“Best in class for lead generation”
TARS is an essential tool within our lead gen strategy. I started to use it a couple years ago, and the platform evolved to focus on results. You can integrate your Google Analytics, Facebook Pixel, and AdWords conversion tag to track results and measure your campaign. You can also integrate with Zapier, which opens a lot of possibilities. Compared with static landing pages, we have seen an increase in conversions and more engagement.
Leonardo Wolff
Founder
“Very professional and cooperative”
Building an automated chat that our customers actually used and reduced calls amount.
Maryam Alhaddad
Customer Journey Designer
“Flexibility and good service”
Tars platform is very flexible, so you can do pretty much any flux you desire. Also integrates with any third party through APIs with a very simple and easy-to-use interface. Also tars team is great! Always at disposal and brings suggestions and solutions for any issue encountered during the process of building the chatbot.
Lucas Von Lachmann
Process Manager
“Deserved The title of the Best Chatbot of the Year”
If you are building chatbots, you cannot go wrong with TARS. I have been with this company since their beginning. Seen how they have grown. I have tested a lot of bots, but this one is still the best out there. We use WhatsApp a lot for our business. And what I like best is that I can have 1 chatbot for website and for my WhatsApp. I especially appreciate their support team as well. Whenever I am stuck, they quickly reply to my questions.
MJ Felix
Chairman
“Advanced integration, easy to use, and very customizable.”
This chatbot does everything from AI integration to complete customization and is excellent for lead conversion in most industries. I think the pre-formatted templates are an excellent boost to get started quickly. The team is also excellent.
Rachel Rowling
Chief Operating Officer
“The chatbot implementation has exceeded expectations!”
The implementation has delivered 24/7 customer support and is proving its value by reducing Contact center calls by around 5% in just four months of operation. Beyond enhancing the e-care experience, the chatbot is driving impressive business results, achieving a remarkable 20% month-on-month growth.
Victor Pereira
Customer Care and CX Manager

Privacy & Security

We’ll never let you lose sleep over privacy and security concerns

At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.

GDPR
ISO
SOC 2
HIPAA

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