Should Lawyers Use Live Chat?

Live web chat software is one of the most popular bells that lawyers are adding to their websites.

And while live chat functionality might be an effective way to interact with potential clients that land on your site, there are some important economic and ethical issues to consider before adding live chat to your law firm website.

It’s no secret that internet consumers expect instant gratification and quick fixes. In this world where competitor websites are just a mouse click away, some lawyers are in a constant search for ways to grab the attention their users, and keep it for long enough to earn their business.

However, as you already know, providing legal services is different. Most legal issues can’t be quickly fixed. But that doesn’t stop legal services consumers from expecting instant gratification.

Now, you may conclude (as many experienced lawyers do) that you have zero interest in attracting potential clients, or continuing to provide service to existing clients that have these expectations.

On the other hand, depending on your practice area(s), intake infrastructure and a variety of other factors, you may conclude that this is the reality developing business in the zero moment of truth age.

Assuming that you are convinced that people are using the internet to research legal issues, get answers to legal questions and find legal services providers, and assuming that you’re interested in attracting and engaging these potential clients, you might consider using live chat on your law firm website. But before you do, here are some things you should think about.

What Is Live Chat?

In case you have no idea what live chat support is, here’s one definition:

Live support software (also called live chat, live help) is a popular term for online chat applications designed specifically to provide online assistance to users of a website.

While these applications take many forms, the gist is that users can click on something on a web page (image, link, etc) to request live assistance. Once assistance is requested, a chat window appears where users can engage in a discussion with someone from the website.

Live Chat Legal Ethics

In Should You Chat Live with Clients Online?, Gabriel Cheong shares his experience in which opposing counsel used a chat feature where clients (or non-clients) can simply chat with him, an assistant at the firm or an associate right over the website:

About a week into the litigation, my client told me that he actually looked into hiring his wife’s attorney and even spoke with their firm through the instant chat feature. Are we starting to see the problem here? By the time that the husband spoke with Attorney Bob through his law blog, Attorney Bob already was retained by the wife. Attorney Bob or his associate did a full intake right over the online system. That created a conflict and as soon as I heard this, I asked Attorney Bob to recuse himself from the case. He lost a client.

But was this situation solely the result of using live chat? It seems to me that a similar issue may have arisen had Gabriel’s client contacted his wife’s attorney via phone or email. The problem wasn’t necessarily the chat feature itself, but rather the process for identifying conflicts.

Of course, this is only one of many legal ethics problems that might arise communicating via live web chat. Issues related to exposing client confidences, misunderstandings about attorney-client relationships and a host of other legal ethics issues may come into play when communicating with clients and prospective clients through live chat features.

Live Chat As A Marketing Investment

In addition to ethics considerations, there are economics considerations to choosing live chat software. Some live chat software providers charge per live chat request. If your site receives a lot of visitors that are interested in using the live chat feature, you might end up with a pretty expensive chat bill.

Live chat software vendors will contend that the per inquiry fee is easily absorbed by the increase in potential client conversion. In other words, many more visitors to your website will inquire about hiring you than would have without the chat feature.

In my experience, the effectiveness of live chat varies wildly. While it is true that the chat function can increase engagement, depending upon your implementation, the quality of these inquiries is likely to be lower than those that occur by phone. Obviously, this is a generalization that won’t apply equally to all law firm websites.

Tips on Live Chat

If you’re currently using live chat on your law firm website, or in the process of considering adding it, here are a couple of questions to consider:

  • Who Answers Chat Requests? – A lawyer? An assistant? A virtual receptionist? There are ethical and effectiveness consequences of who actually answers the request. If it’s a secretary, paralegal or other assistant, make sure it’s clear to the person making the chat request. You should consider including language both on your site, as well as, during the chat discussion that makes it clear with whom the user is chatting.
  • How Are Chat Requests Answered? – This is especially important if you’re outsourcing chat functionality. What questions is the person who is fielding the chat asking? What answers are they permitted to provide? Are there clear guidelines about what can permissibly be discussed via chat? Is the person fielding chat requests good at typing in English?
  • How Are You Paying For Chat? – There are a variety of licensing fee arrangements for chat software. Some, like Livezilla, are free. However, you have to provide the chat agent. Others provide the software and the chat agent. Generally, these services charge by the number of chats that occur. If you’re using a pay-per-chat service, you had better have some benchmark numbers in place to measure whether live chat is actually increasing conversion or just stealing from other means of communication (like phone, email or form fills). If you’re seeing your phone calls from your website go down as your chat numbers increase, I would suggest that you might be paying a premium for inquiries that you would have received anyway.

Ultimately, live chat functionality can be a good way to communicate with both clients and potential clients. However, as with other means of communication, lawyers must be thoughtful about how they are communicating via live chat.

So, what are your experiences? Does your firm currently offer your website visitors the ability to chat with your firm? Have you run into any issues? Has it been an effective and efficient means of communication with clients and/or prospective clients?


  1. Avatar Brendan says:

    Mr. Tsakalakis:

    We believe live video chat is a great way for attorneys to interface with prospective clients online. Our platform allows licensed attorneys to register a profile and communicate directly with prospective clients. Only attorneys are allowed to use our service, and it is free so I think we are addressing the issues you raise. Please check us out.

    Brendan Ludwick

  2. Avatar James David says:

    I know more often than not these “live chat” pop ups are just something outsourced to India or the Philippines. Things like Engage work well for many people and it’s hard to argue with the results, but would I use them for my own site? No.

    • Avatar James David says:

      I feel like I should mention to for those unaware.. Engage is one of the most common live chat programs for lawyers, well at least one of the most common around here in Boston, MA.

  3. Avatar Aaron Hines says:

    Gyi — thank you for the article and opportunity to discuss the use of live
    chat for attorneys. I am with Client Chat Live, so I wanted to give a
    perspective from the service provider.

    Ethical concerns:
    Our chat operators are clear before the chat begins that they are not
    attorneys and that their job is to potentially connect them with an attorney
    who can help. Our in house operators ask questions and
    respond by using a transcript specifically written for the legal industry
    in order to obtain contact information, but still maintain the human
    element the visitor is looking for.

    Marketing Tool:
    As the legal industry continues its evolution towards a greater dependence
    on obtaining potential clients via the web, every tool you can use could
    give you an advantage over competition. Most websites are reactive and wait
    for the visitor to fill out a contact us form or pick up the phone and call,
    but our service proactively invites that person to chat. One key to gaining
    new clients is actual or even perceived accessibility and live chat adds
    another option for their visitors to contact the firm.

    Because of the same concerns you mentioned, we actually now offer a 30 day
    trial to let our clients decide if it is of value before committing to pay.

    Aaron Hines
    Client Chat Live

  4. Avatar John says:

    As an attorney who has used live chat on their personal website (Client Chat Live), there is a great benefit to adding this option to your site. I did not personally have any legal issues or see a decrease in my phone/contact form leads. There may have been some that I had to pay double for but I feel like overall it definitely had its worth. However, I decided to cancel with Client Chat Live due to the fact that I found out that Aaron is also an attorney and was not entirely comfortable with another attorney having access to the leads that come from my website. If another attorney has another chat company that is working for them, please post on here so that I can investigate further.

  5. Avatar Jace Hudak says:

    Are chat sessions with companies such as Time Warner, Dish or DirectTV legally binding? If a chat representative mentions a “2 Year Commitment or Contract” and you misinterpreted it, are you bound to the commitment or contract?

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