Setting Up AI Evaluations in LegalBridge
Automate lead capture, outreach, and visa assessments with the LegalBridge AI Evaluation system.
This tutorial explains how to configure and use the AI Evaluations feature in LegalBridge — a tool designed to help law firms and immigration consultants automatically collect, qualify, and follow up with leads. You’ll learn how the system integrates a “Free AI Visa Evaluation” button directly on your firm’s website, allowing visitors to complete assessments that instantly appear in your LegalBridge dashboard.
The video walks through the full setup process: embedding the evaluation form via link or iframe, customizing the call-to-action text, selecting which fields (like phone number) to require, and designing the post-evaluation flow where users can book a consultation call. You’ll also learn how to activate automated email outreach, which sends follow-up emails to qualified leads based on their AI evaluation score — including how to edit the subject line, reply-to email, CCs, and message content.
Additionally, the tutorial covers how to export evaluation data into Google Sheets or CSV, set up API endpoints, and manage manual or automated follow-ups directly from the LegalBridge interface. By the end, you’ll know how to turn website visitors into pre-qualified leads — automatically, efficiently, and seamlessly integrated into your case pipeline.