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.