- Legal Automation
- Legal Client Intake
- Automated Client Intake
Initiate client intake process for new legal matters
Client intake automation streamlines the process of capturing and organizing new legal matter details, reducing manual data entry and errors. It automates the transfer of intake form submissions into case management systems, document generation, and notifications, ensuring consistent and timely handling of every new client. This approach frees up staff time, accelerates onboarding, and enhances client satisfaction by delivering a seamless, professional experience from the very first interaction.
Filter by common apps:
Gravity Forms
PracticePanther Legal Software
Pipefile
Jotform
Clio
- Capture client intake forms, find or create contacts in PracticePanther, and add to Pipefile
- Process new client intake from Jotform, find matter in Clio, and upload documents to client matter
Process new client intake from Jotform, find matter in Clio, and upload documents to client matter