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Gideon

Intake & Document Automation.

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Overview

Gideon provides an AI-powered chatbot and automation platform focused on client intake and document generation for law firms. It helps firms capture and qualify leads from their website and other online channels, book meetings, and automate the creation of custom agreements and forms.

✨ Key Features

  • AI Chatbot for Websites
  • Lead Capture and Qualification
  • Automated Appointment Booking
  • Document Automation
  • No-Code Technology
  • Intake Analytics

🎯 Key Differentiators

  • Focuses specifically on the intake-to-contract workflow.
  • Provides analytics on lead sources and conversion.
  • Built by a solo attorney with a focus on the needs of solos and small firms.

Unique Value: Streamlines the entire client intake process from initial contact to signed contract, using AI to qualify leads and automate document creation, thereby maximizing revenue and operational efficiency for small law firms.

🎯 Use Cases (4)

Automating new client intake and lead qualification. Scheduling initial consultations automatically. Generating engagement letters, contracts, and other forms. Tracking lead sources and conversion rates.

✅ Best For

  • Real-time lead qualification and conversion via website chatbots.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • In-depth legal research and analysis.
  • Complex e-discovery and litigation support.

🏆 Alternatives

LawDroid Clio Smith.ai

Offers a more integrated solution for intake and document automation compared to general-purpose chatbots, and is more tailored to small law firms than large, complex practice management systems.

💻 Platforms

Web

🔌 Integrations

Zapier QuickBooks Slack Gmail Google Drive Google Calendar

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Dedicated Support (Enterprise tier)

💰 Pricing

Contact for pricing

✓ 14-day free trial

Visit Gideon Website →