Legal & Law Firms · Client Onboarding
Digital Client Intake
Digital intake replaces scattered emails, voicemail notes, and paper forms with one guided entry point for new matters. It captures the facts the firm actually needs, triggers conflict screening, and puts uploaded documents in the right matter workspace immediately.
How It Works
Send the intake link
A new lead or referred client receives a secure intake form tailored to the firm's practice area and matter type.
Collect parties and case facts
The workflow gathers contact information, opposing parties, event dates, and a short narrative of the issue.
Route uploads and checks
Documents such as demand letters, contracts, or police reports are stored in the matter folder and key names are pushed into conflict review.
Create the intake summary
Staff receives a concise intake packet with client details, uploaded files, and any missing items flagged for follow-up.
Tools & Platforms
Key Benefits
Standardizes intake across staff and attorneys Reduces manual re-entry of client information Gets supporting documents into the file sooner Speeds up initial review and conflict screening
In Practice
A family law firm sends a divorce intake form to a new prospect. By the time the attorney reviews the matter, the spouse names, marriage date, children information, and uploaded tax returns are already organized in the matter record.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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