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Nexa - Legal Intake Assistant

Nexa is a scripted legal intake assistant for immigration law firms. It provides a professional and user-friendly chat interface to collect client information and, upon the client's confirmation, notifies the law firm via email.

Features

  • Scripted Conversation: Guides clients through a predefined set of questions.
  • Client-Controlled Submission: The client's information is only sent after they explicitly click a "Send" button.
  • Email Notifications: Automatically sends an email with the complete client intake form to the law firm.
  • Secure, Environment-Based Configuration: Exclusively uses environment variables for securely managing email credentials.

Getting Started

Prerequisites

  • Python 3.7+

Installation

  1. Clone the repository:

    git clone <repository-url>
    cd nexa-legal-assistant
  2. Install the dependencies:

    pip install -r requirements.txt

Configuration

The application requires SMTP credentials to send email notifications. These settings must be configured using environment variables. The application will not start if any of these are missing.

Set the following environment variables:

  • RECIPIENT_EMAIL: The email address where intake forms should be sent.
  • SMTP_HOST: The hostname of your SMTP server (e.g., smtp.gmail.com).
  • SMTP_PORT: The port number for your SMTP server (e.g., 587).
  • SMTP_USER: The username for your SMTP account.
  • SMTP_PASS: The password for your SMTP account.

Running the Application

Once the environment variables are configured, run the application:

streamlit run app.py

Client Experience

The client using the application will have a clean, focused experience. They will be guided through the questionnaire and, at the end, will be presented with a button to securely send their information to the firm. No configuration options are ever shown to the client.

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AI Receptionist Agent for Law firms

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