AI Intake Chatbots for Law Firms Quiz

Answers and explanations appear as you take the quiz.

1. Why should an intake bot collect party names before detailed case facts?
   • Names are required to set up billing
   • So the firm can run a conflict check before receiving potentially disqualifying information
   • Courts require names in the first message
   • It makes the conversation shorter
2. Which response is most clearly outside what an intake bot should do?
   • Collecting the date of an accident
   • Booking a consultation
   • Explaining the firm's practice areas
   • Telling a visitor they should reject a settlement offer
3. According to this guide, how well do disclaimers protect a firm whose bot drifts into giving advice?
   • They help, but conversation design must also steer the bot away from assessing specific situations
   • They fully eliminate the risk
   • They are prohibited by bar rules
   • They matter only for phone intake
4. Which California law, effective in 2019, requires disclosure of bots in certain commercial interactions?
   • CCPA Section 100
   • Proposition 65
   • SB 1001
   • AB 5
5. A visitor types that a family member was just arrested. What should a well-designed bot do?
   • Finish the standard questionnaire first
   • Immediately escalate to a human, such as an on-call line
   • Offer general information about bail law
   • End the conversation
6. When the firm declines a matter that came through the bot, what should it do?
   • Send a clear non-engagement message
   • Ignore the inquiry
   • Keep the chat open indefinitely
   • Forward the inquiry to opposing counsel
7. Which rule does a bot risk violating if it presents itself as a human lawyer?
   • Model Rule 1.5 on fees
   • Model Rule 3.3 on candor to the tribunal
   • Model Rule 1.8 on business transactions with clients
   • Model Rule 7.1 on misleading communications
8. Why does the technical design use fuzzy matching for conflict searches?
   • It speeds up the language model
   • It is required by California law
   • Names entered during intake are often spelled inconsistently
   • It removes the need for a practice management system