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Will Chatbot Form
Please complete the below for tracking of any/all Will Chatbot submissions to LegalShield Members.
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Member Name
*
First
Last
Email
*
Phone
*
Adonis Intake - Website / URL
*
Please copy and paste the Website URL from Adonis into this form.
Jurisdiction
*
New Jersey
Delaware
Pennsylvania
Other
How was the will questionnaire or chatbot delivered?
*
Text / SMS
E-Mail
Mailing Hard-Copy
Other
CSR or Will & Estate Department
*
I am a CSR who opened the intake, placed it as waiting for member, and sent the link for the chatbot to the member.
I am a CSR who sent a postcard because the Member did not respond to the link
I am part of the wills/estate team and I am processing the chatbot will package.
What was the outcome of the Chatbot Beta Test
Member did not complete chatbot after receiving the link
Member was sent a postcard due to non-submission
Member submitted chatbot info and will was populated
Other
Date / Time of Auto Generate Will Package From Chatbot
Date
Time
Date / Time of Will Package Delivery By MWM Will/Estate Team
Date
Time
Did you send the Member a Survey request?
No
Yes - Sent by E-Mail
Yes - Sent by Text
Was the member charged for ADDITIONAL legal services?
Yes
No
N/A
What were the Total Charges for ADDITIONAL legal services?
MWM Employee Name Completing Form
*
First
Last
Additional Comments (Briefly Describe)
For example if the Member is calling back a second time after receiving a postcard for non-submission this would be something to note in this field.
Submit Intake for Chatbot Beta Test Tracking
