Will Chatbot Form
Please complete the below for tracking of any/all Will Chatbot submissions to LegalShield Members.
Adonis Intake - Website / URL
Please copy and paste the Website URL from Adonis into this form.
How was the will questionnaire or chatbot delivered?
Text / SMS
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
Date / Time of Auto Generate Will Package From Chatbot
Date / Time of Will Package Delivery By MWM Will/Estate Team
Did you send the Member a Survey request?
Yes - Sent by E-Mail
Yes - Sent by Text
Was the member charged for ADDITIONAL legal services?
What were the Total Charges for ADDITIONAL legal services?
MWM Employee Name Completing Form
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