LegalSpot AI agents guide clients through structured conversations — surfacing the facts that matter before your advisers pick up the phone.
Each agent is trained on a specific UK scheme — asking the right questions in the right order, every time.
Guides business owners through a structured EOT discovery conversation. Gathers ownership, financials, management, governance and deal expectations — then produces an adviser-ready intake summary.
Runs a legally meaningful EMI intake — covering trading status, control, option holder eligibility, valuation readiness, and compliance timing. Produces a lawyer-ready summary and uploads to CRM.
Every conversation follows a structured intake tailored to the specific scheme.
Via chat, audio, or video — embedded on your site or through a dedicated link. No account needed.
Targeted questions, pressure-tested in sensitive areas. Issues are surfaced and parked for adviser review.
A lawyer-ready summary is produced and uploaded to your CRM as a client record — ready for adviser review.
Each agent can be embedded in three ways — choose what fits your site layout.