WhatsApp Legal & Real Estate Lead Qualifier
Meet the automation that knows exactly what your next client needs, without you lifting a finger.
Manually qualifying legal and real estate leads over WhatsApp is tedious and error-prone—responding to every inquiry, collecting detailed information, and ensuring consistency eats up hours that could be used actually closing business. If you're slow to answer or forget key questions, hot leads slip through the cracks, leaving money on the table and your reputation at risk. As your lead volume climbs, it's almost impossible to stay efficient and never miss a prospect without some smart automation.
This Botize formula transforms your WhatsApp lead intake by using a customizable script and GPT-powered assistant to instantly engage and qualify every incoming message. Whether they’re looking for legal advice or real estate services, the bot guides users in natural language through branching questions—collecting all the details sales teams need, saving the entire history, and handing over only warmed-up, fully qualified leads. You decide what information matters, how the convo flows, and how often the process repeats or filters leads—turning chaos into a predictable, scalable pipeline.
Ready to experience a new level of lead qualification, all hands-free? Follow the simple step-by-step with Botize and make the most of available customization options. For those who want the quickest results, you’ll find this formula pre-built and ready to activate—with expert-approved flows proven in real estate and legal markets. Let’s automate your success, today!
Automate this task with 7 simple prompts
Copy and paste the following prompts into Botize's AI task editor
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1
Access the Botize automated task editor.
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2
Select the AI editing tool.
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3
Create the initial trigger so the automation is always ready to start when needed.
Copy and paste this prompt into the AI editing tool.
Set up the automation to be ready to run at all times, checking every hour for new activity. ⤵
Click the 'Apply this task' button to confirm.
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4
React as soon as a new text message comes in via WhatsApp.
Copy and paste this prompt into the AI editing tool.
Add a trigger that activates instantly whenever a text message is received on WhatsApp. ⤵
Click the 'Apply this task' button to confirm.
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5
Make sure to repeat the classification process a set number of times, allowing multiple chances for proper lead classification.
Copy and paste this prompt into the AI editing tool.
Implement a loop that allows the classification process to be repeated up to three times if needed. ⤵
Click the 'Apply this task' button to confirm.
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6
Use AI to analyze each incoming message and help guide the conversation to classify the lead.
Copy and paste this prompt into the AI editing tool.
Add a step where GPT analyzes the user's WhatsApp message and responds according to a classification script, using structured JSON output. ⤵
Click the 'Apply this task' button to confirm.
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7
Guide the conversation step-by-step to gather all relevant information and classify the user's request.
Copy and paste this prompt into the AI editing tool.
Design a conversation flow for the AI that greets the user, asks if they want legal or real estate assistance, collects the necessary details for their choice, and thanks them at the end. ⤵
Click the 'Apply this task' button to confirm.
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8
Gather all information collected during the repeated classification attempts.
Copy and paste this prompt into the AI editing tool.
Create a step to collect all of the AI's structured responses into a single list for easy review. ⤵
Click the 'Apply this task' button to confirm.
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9
Send the AI's response back to the user on WhatsApp to keep the conversation moving.
Copy and paste this prompt into the AI editing tool.
Add a step to send the assistant's response back to the user on WhatsApp as a text message. ⤵
Click the 'Apply this task' button to confirm.
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Your automation is ready to use. Click the 'Save changes' button.
Save changes
Turn WhatsApp Chats into Qualified Legal or Real Estate Leads—Automatically
Here’s the magic: anytime someone texts your WhatsApp bot, this system uses a friendly, smart script (powered by GPT, but let’s skip the tech lingo!) to ask the right questions and instantly sort them: Are they looking for legal advice, or is it about a house, a sale, or a rental? The conversation feels totally human, guides users step by step, and collects all the details you’d spend hours chasing.
| Manual | Botize | |
|---|---|---|
| Read and sort each WhatsApp message manually | 2 min | 0 Minutes |
| Reply with the right questions for each context | 3 min | 0 Minutes |
| Chase missing details across multiple chats | 5 min | 0 Minutes |
| Organize and tag the lead | 2 min | 0 Minutes |
| Total | 12 min/lead | 0 Minutes |
If you’re tired of wasting hours sorting WhatsApp messages, and just want the right clients, right away—you’re in the perfect place.
Real Estate Agent: Filter the Noise
Sarah gets 30 WhatsApp messages daily—some want to buy, some to rent, some just ask random questions. This automation greets each contact, asks what they’re after, and digs for useful info: location, budget, house or apartment, cash or mortgage. Now, Sarah only follows up with fully-qualified prospects.
Zero Guesswork
Every lead sorted, every answer tailored—no mixed-up messages or missed info.
Human-Like Flow
Leads feel supported, not interrogated. Your brand stays warm and personal.
Ready-to-Use
Plug it into your WhatsApp today, no tech headaches. Stop filtering by hand!
Lawyer: Details Before the Call
Carlos deals with endless vague inquiries: ‘Can you help with a contract?’ With the automation, every new WhatsApp message is greeted and prompted for details—area of law, problem summary, urgent needs. Carlos never gets on a call unprepared.
⌾︎ This system is ideal if you receive legal or real estate inquiries on WhatsApp and need clear, organized info before you even reply.
⌾︎ It’s perfect if you want to follow up only with leads who’ve already told you exactly what they need—no vague chats, no wasted calls.
✕ Not useful if you never get WhatsApp messages for your services.
✕ Doesn’t make sense if you don’t care about faster response or better-qualified leads.
✓ Personalize the script: tweak every question or response in the flow to match your brand’s vibe.
✓ Add or skip lead categories: only collect what matters to you (maybe add ‘Commercial Property’ or a special legal topic).
✓ Connect other steps after: automatically send hot leads to your CRM, team Slack, or straight to a Google Sheet.
This automation is triggered every time your WhatsApp bot receives a text message. It uses a customizable script to classify legal and real estate leads based on the user’s answers. With the help of GPT, the assistant guides the conversation in natural language following that flow.