Convert More Leads with Intelligent Client Intake
Capture, qualify, and onboard new clients faster with branded intake forms, automated workflows, and seamless integrations.
First Impressions Matter
Your intake process is often a potential client's first real interaction with your firm. Make it count with a professional, efficient experience that builds trust and captures critical information from the start.
Custom Intake Forms
Build branded intake forms that collect exactly the information you need. Use conditional logic to show relevant questions based on practice area, case type, or previous answers. Embed forms on your website or send them via email.
- Drag-and-drop form builder with 20+ field types
- Conditional logic for dynamic questionnaires
- Mobile-responsive design for on-the-go clients
- Multi-page forms for complex intake processes
- Auto-save functionality prevents data loss
E-Signatures & Document Automation
Streamline your onboarding with built-in e-signature capabilities and document generation. Automatically populate engagement letters, retainer agreements, and fee schedules with client data.
- Legally binding electronic signatures
- Template library for common documents
- Automatic data population from intake forms
- Multi-party signing workflows
- Audit trail for compliance and security
Automated Workflows
Save hours with intelligent automation. Automatically assign leads, send follow-up emails, create tasks, and move prospects through your pipeline based on their responses and behavior.
- Trigger actions based on form submissions
- Automated lead routing to the right attorney
- Instant email confirmations and next steps
- Task creation for intake coordinators
- Integration with your case management system
Client Portal Access
Give clients 24/7 access to upload documents, check case status, and communicate securely. Reduce phone calls and emails while improving client satisfaction.
- Secure document upload and storage
- Real-time case status updates
- Two-way messaging with your team
- Payment processing integration
- Mobile app for iOS and Android
Lead Scoring & Qualification
Identify your best leads automatically. Score prospects based on practice area fit, case value, urgency, and other criteria. Focus your team's time on high-value opportunities.
- Customizable scoring criteria
- Automatic prioritization in your pipeline
- Qualification workflows to filter leads
- Analytics on lead quality by source
- Integration with marketing attribution
Explore Client Intake Features
Dive deeper into the tools that power faster intake, cleaner data, and better client experiences.
Legal Workflow Management Software
Automate processes with visual pipelines.
Legal Forms Software
Capture data with custom intake forms.
Legal Calendaring Software
Automate scheduling and reduce no-shows.
Electronic Signature Software
Secure, compliant e-signatures built-in.
Legal Document Automation Software
Generate error-free docs in seconds.
Legal File Management Software
Securely request and organize client files.
Built for Every Practice Area
Personal Injury
Gather accident details, medical history, and insurance information upfront
Family Law
Collect sensitive information securely with privacy controls and e-signatures
Immigration
Multi-language forms with document checklists and status tracking
Estate Planning
Comprehensive questionnaires for assets, beneficiaries, and wishes
Frequently Asked Questions
How long does it take to set up intake forms?
With our drag-and-drop builder, you can create a basic intake form in 15-20 minutes. More complex forms with conditional logic and document automation typically take 1-2 hours. We provide templates for common practice areas to help you get started quickly.
Can I customize the look and feel of my intake forms?
Yes. You can add your firm logo, customize colors to match your branding, and configure the form layout. Forms can be embedded directly on your website or hosted on a branded landing page.
What happens when a client submits an intake form?
You have complete control over the workflow. Common actions include: sending the client a confirmation email, notifying your intake team, creating a lead in your CRM, assigning the lead to an attorney, and triggering follow-up sequences. All of this happens automatically based on your configuration.
Are e-signatures legally binding?
Yes. Our e-signature feature complies with the ESIGN Act and UETA, making signatures legally binding in all 50 states. Each signature includes a complete audit trail showing who signed, when they signed, and their IP address for additional security.
Can intake forms integrate with my existing practice management software?
Absolutely. We integrate with Clio, MyCase, PracticePanther, Smokeball, and 30+ other platforms. When a client completes intake, their information can automatically create a contact and matter in your practice management system.
Ready to Transform Your Intake Process?
See how our client intake solution can help you capture more leads and onboard clients faster.
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