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  1. Legal Automation
  2. Legal Client Acquisition
  3. Legal intake automation

Capture client information for legal intake from form submissions

Legal intake automation seamlessly captures client information from online form submissions and routes it into your systems for immediate processing. By eliminating manual data entry, it ensures accurate, consistent records and accelerates your client onboarding process. This automation reduces administrative workload, minimizes errors, and ensures timely follow-ups for improved client satisfaction.

Filter by common apps:

  • Cognito Forms
  • Pipedrive
  • Formsite
  • HubSpot
  • QuickBooks Online