Thinking a chatbot can help your clients? Learn how the basics to building your own chatbot that can screen clients or complete documents, all while syncing with your Clio account. Tom Martin, creator of LawDroid corporate filings, shares his expertise in building your own chatbot in this hands-on session.

1. How to Build a Chatbot
Tom Martin
09/25/2017
3 – 3:30 pm

2. I am a Yale philosophy major, Fastcase 50
honoree, lawyer, technophile and
entrepreneur.
I am also the founder of LawDroid, an AI legal
innovation company dedicated to helping
ordinary people solve their legal problems.
I am very excited to introduce you to how to
build a bot!
Tom Martin
@LawDroid1

3. What is a Chatbot?What is a Chatbot?

4. A bot is a computer
program that automates
a conversation or task.
Definition

5. Concerns

6. • Do people really want to be talking to
disembodied AI assistants?
• Don’t people value the personal touch of a
handshake and speaking face to face?
Here’s what consumers had to say…

7. “What’s most important when
communicating with a company?”
“Reaching desired
outcome”
68%
Ubisend 2017 Chatbot Report

8. “Ease of experience” “Speed”
“Convenient time”
48% 44%
39%

9. “Why would you consider asking a
chatbot before a human?”
“Instantaneous answer”
69%

10. Examples

14. Why Now?

18. Let’s Build a Chatbot

19. What is you bot’s purpose?

20. Informational Bot
Push News, Resources and Developments

22. Task Bot
Taking Orders, Booking Appointments, Draft Forms

24. Where is you bot’s home?

26. It might depend on where
your clients live…

27. Slack = potential business client
Messenger = potential divorce client
WhatsApp = potential immigration client
Percentage of Fortune 100 that use Slack: 77%
Percentage of non-US users of WhatsApp: 98%
Facebook indicates change in relationship status

28. Tools to Build a Chatbot

29. Easy Way
Motion.ai, Chatfuel, Manychat

30. Bot

34. Hard Way
API.ai, Watson, Amazon Lex

35. NLP Bot
DB
API

37. Intent
An intent represents a mapping between what a user says and
what action should be taken.

39. Entity
An entity is a tool for extracting parameter values from natural
language inputs.

41. What is you bot’s personality?

42. 😐 Straight
😋 Snarky
😉 Sarcastic
🤡 Funny
🤡 Ironic
😎 Easygoing

44. What is your bot’s flow?

45. Open-Ended
FAQ, Q&A

47. Closed
Directed, Guided Interview

49. Publish Your Bot

50. Easy Way
One-click deployment: Motion.ai, Chatfuel, Manychat

51. Hard Way - Create SSL secured webhook
- Add webhook to Messenger
- Verify webhook validation token
- Connect bot to FB Page
- Generate FB page token
- Authenticate bot with FB Page token
- Answer FB Notes
- Submit to FB for approval

52. Test Your Bot

54. What might an automated legal
assistant look like?

55. How Can I Help?
A search interface could be
used to access various services
once a suitable number of
services are available.

56. Here’s How I Can Help:
Consumer would be presented
with appropriate legal services
in response to their query.

57. Conversational interface guides
consumer through interview to
gather information needed to
create custom letter.

58. Letter is customized to address
the specific legal needs of each
consumer.

59. A consumer would be prompted
to schedule an appointment
with a telephone advice lawyer.

60. What other legal services might be
made automated?

61. Qualifying
Potential New
Clients
Onboarding
New Clients
Triaging Legal
Issues

62. Scheduling
Appointments
Client
Interviews
Ways You
Invent!

63. Market Your Bot

66. Learn More

68. Thank You!
@LawDroid1#ClioCon2017