Expert Lawmatics Implementation

Legal Forms Software

Capture client data effortlessly with custom intake forms. Embed on your site, use internally, and trigger automations instantly.

Certified Lawmatics Experts
100+ Firms Served
Client Intake Feature

Legal Forms Software

Legal Forms Software

Simplify data collection and eliminate manual entry with Lawmatics’ custom form builder. Create professional, branded forms for every scenario, from website inquiries to detailed client questionnaires.

Custom Form Builder

Build forms that fit your exact needs without any technical skills.

  • Drag-and-Drop: Easily add fields for contact info, case details, file uploads, and more.
  • Conditional Logic: Show or hide questions based on previous answers (e.g., “Are you married?” -> Show Spouse fields).
  • Branding: Customize fonts, colors, and layout to match your firm’s brand identity effortlessly.

Versatile Deployment

Use your forms wherever your clients are.

  • Website Embedding: Seamlessly embed forms on your website to capture leads 24/7.
  • Shareable Links: Send direct links via email or text for clients to fill out on their own time.
  • Internal Use: Create streamlined forms for staff to input phone intake data quickly and consistently.

Smart Data Handling

Forms that do more than just collect text.

  • Duplicate Prevention: Intelligent matching by email prevents cluttered data and duplicate contacts.
  • Relationship Linking: Capture related contacts (spouses, children, business partners) directly within the main form.
  • File Uploads: Allow clients to securely upload documents (IDs, evidence) directly through the form.

Automated Actions

Turn submissions into immediate action.

  • Instant Follow-Up: Trigger an auto-response email or text immediately after submission.
  • Pipeline Movement: Automatically create a new matter and move it to the “New Lead” stage.
  • Notification: Alert your intake team instantly when a high-value lead submits a form.

Ready to optimize your firm?

See how our Legal Forms Software solution can transform your daily operations.

Trusted by leading law firms nationwide

5-star rated
Certified experts
100+ firms served