Client Intake for Law Firms
One link. One flow. One closed client.
Missed calls
+7
Open tabs:
2.5 hrs/intake
Link Sent
via SMS
Retainer Signed
2 min ago
Intake Complete
Just now
Synced to Clio
50 fields
10 min total
vs 2.5 hrs before
Zero data entry
Auto-synced
New Client Retained
10 minutes vs 2.5 hours
Trusted by forward-thinking law firms across the country
1,000+ client intakes completed and counting
These problems cost law firms thousands in lost revenue every month.
You email the retainer. They don't sign. You call. They're busy. Days pass. They hire someone else.
DocuSign for signatures. Stripe for payment. Google Forms for intake. Every extra step is another chance to lose them.
Your team types the same lead info into five systems. Errors happen. Time is wasted. New leads wait.
From new lead to retained client in five simple steps.
Leads flow in from your website, Clio, or marketing tools. Or staff enters them manually. Either way—ready to go.
Sarah Johnson
Website form
Michael Chen
Clio referral
Emily Rodriguez
Google Ads
Pick a retainer template, send via SMS or email. One click. Done in seconds.
Hi Sarah, please complete your intake for Smith Law. Sign your retainer and fill out the form here:
They sign your retainer, pay the deposit, and fill out intake—all in one flow. Or staff helps them through it on a call.
Review, add internal notes, submit. No retyping. No delays.
Every intake syncs instantly to your CRM and triggers drip campaigns—no duplicate entry, no manual exports. Partners sleep well knowing no detail is lost from first contact to case opening.
DocuSeal-powered signatures embedded in the flow. Clients sign without leaving the page.
Collect retainer deposits via Stripe. Before signing, after, or optional—your choice.
Send intake links via text with one click. Meet clients where they are.
Trigger Make.com, Zapier, or direct API calls when intake completes.
Internal notes, conflict checks, matter assignments—visible to you, hidden from clients.
Custom colors, logo, and subdomain. Clients see your firm, not ours.
“Intake at my prior law firms, from the time the client walked in the door until the case was fully opened, usually took me and my team about two and a half hours. Now, the entire process takes at most 10 minutes, leaving me more time to do what I love best—strategizing how to get clients the best result possible. The results have positively impacted everything from personal time management to the client's bottom line, in addition to vastly improving client satisfaction, workflow efficiency, and even internal team morale.”
Elliot Singer
Managing Partner
Start free. Upgrade when you need more.
Get started today
The complete solution
White-label + CRM
Create your intake page in 60 seconds.
Free forever. No credit card required.
