AI Revolution: Boosting Lead Quality and Quantity at The Waltman Firm

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Holly Waltman

The Waltman Firm

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The Challenges: Enhancing Lead Quality and Quantity for The Waltman Firm

The primary challenge The Waltman Firm faced was twofold: firstly, the firm needed to efficiently filter out unwanted leads, which consumed valuable resources without converting into clients. Secondly, there was a need to increase the overall number of qualified leads reaching out through their website, ensuring that the team could focus on high-potential inquiries.

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The Solution: An AI Powered Chatbot

To address these challenges, The Waltman Firm decided to implement an AI-powered chatbot on their website. This chatbot was designed to engage visitors in a preliminary conversation, intelligently assess their legal needs, and determine the potential fit within the firm’s expertise. Key features of the chatbot included:

  • Lead Qualification Algorithms: Equipped the chatbot with the ability to assess the potential of leads based on predefined criteria, filtering out those that did not meet the firm’s requirements. In this specific case, conditional logic was implemented to filter leads inquiring about Expungment cases.
  • 24/7 Availability: Ensured that website visitors could get immediate responses to their inquiries at any time, improving user experience and capturing leads outside of business hours.
  • Direct Integration with CRM: Streamlined the process of capturing and managing leads by automatically inputting qualified leads into the firm’s Customer Relationship Management (CRM) system.

The Results: Significant improvements in both the quality and quantity of leads

The implementation of the AI chatbot led to significant improvements in both the quality and quantity of leads received through the website:

  • Increased Lead Quality: The chatbot successfully filtered out approximately 60% of unwanted leads, allowing the team to focus on more promising inquiries. This led to a more efficient allocation of resources and a higher conversion rate of leads to clients.
  • Growth in Lead Quantity: The engaging and interactive nature of the chatbot, combined with its 24/7 availability, resulted in a 40% increase in the number of leads captured through the website.
  • Enhanced User Experience: The immediate and personalized responses provided by the chatbot improved the overall user experience, leading to higher satisfaction rates among website visitors.

Prior to installing the AI chatbot, The Waltman Firm monthly lead count was around 250 new leads. In the 6 months following chatbot installation, that lead count jumped to 400+. More than 50 of those monthly leads came from the chatbot.


Unwanted Leads Filtered


Increase in Lead Quantity


New leads per month

Client Success

  • Case Studies - All
  • Bankruptcy Law
  • Criminal Defense
  • Estate Planning
  • Family Law
  • Immigration
  • Personal Injury

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