A prospective client calls or fills in your website form, and someone on your team copies their details into the case management system, emails a questionnaire and waits. Law firm client intake automation exists because that manual process is slow, and good cases slip away while a prospect waits for a callback.
Staff retype the same names and dates in several places, chase missing answers by email, and juggle inquiries for practice areas the firm does not even handle. Every day a qualified prospect spends waiting is a day they might sign with another firm. The intake team is not the problem; the hand-offs between calls, forms and systems are.
How law firm client intake automation works
An inquiry arrives
A new inquiry comes in through your website form, chat or a phone call, and is captured straight away.
The right intake form goes out
The prospect receives an intake form specific to their practice area, so a family law inquiry and a personal injury inquiry are asked the right questions.
Saved and flagged for conflicts
Their answers are saved to your case management system and flagged for a conflict check before anyone at the firm commits to the matter.
A consultation is offered
Qualified prospects are offered a consultation slot that fits the right attorney's calendar.
What it connects to
It connects the places inquiries arrive with the systems your firm already uses to open matters and book meetings. Nothing about how attorneys review new cases has to change.
Web forms
Captures inquiries from your website and landing pages.
Case management (for example Clio or MyCase)
Creates the contact and potential matter with the intake answers attached.
E-signature
Sends engagement letters or consent forms for signing when you are ready.
Calendar
Offers consultation times from the right attorney's availability.
Email and SMS
Sends the intake form, reminders for missing answers and booking confirmations.
Get it
Request this automation
Tell us which tools you use today and what should happen automatically. We are collecting requests for this automation, and they help decide what is added to the marketplace first. We will email you as soon as a ready-made version is available. No obligation and nothing to pay.
Get the template when it's ready
Leave your email and we will let you know when a ready-made client intake template is available.
Questions
Can intake forms differ by practice area?
Yes. Each practice area can have its own form with its own questions, and the inquiry is routed to the right one based on what the prospect tells you. You can add or change forms as the firm takes on new kinds of work.
Does it connect to Clio or MyCase?
It typically connects to both, and to other case management tools that can receive new contacts or matters, depending on your plan with them. Confirm the connection works with your account before setting it up.
How is client confidentiality handled?
That depends on how the system is set up and which providers are used. Intake answers can be collected through secure forms and sent straight to your case management system rather than sitting in email. Your firm decides the rules, and you should confirm the final setup against your own professional obligations.
Can it screen out cases we don't take?
Yes. Simple questions at the start, such as practice area, location or the type of matter, can route inquiries you do not handle to a polite reply, with referral details if you wish. Your team only spends time on inquiries the firm can actually take.
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