New client signed, conflicts checked, retainer collected — automatically.
Law firm intake should take minutes, not days. Automate intake questionnaires, conflict checks, and retainer agreements from the first inquiry.
The problem
Law firms lose potential clients who don't hear back within hours of inquiry. Those who do hear back face a paper-heavy intake process — phone tag, mailed engagement letters, and manual conflict checks. Firms with streamlined intake convert 2–3× more inquiries into retained clients.
How it works
New inquiries from your website, referral partners, or intake line trigger an instant intake questionnaire via text and email. Responses flow into a conflicts database check automatically. If clear, an engagement letter and retainer agreement are generated and sent for e-signature. The attorney reviews the signed file and approves or declines — all before the first consultation call.
What you get
Instant inquiry response
New inquiry triggers a text within 90 seconds with a link to the digital intake form.
Practice-area questionnaires
Family law, personal injury, estate planning, business — each with a different intake form.
Automated conflict check
Opposing parties from the intake form checked against your conflicts database before engagement.
Engagement letter & e-sign
Retainer agreement generated and sent via DocuSign or HelloSign automatically on conflict clearance.
Fee collection at signing
Initial retainer payment link embedded in the signing flow — card, ACH, or LawPay.
Case management system sync
Completed intake data creates a new matter in Clio, MyCase, or PracticePanther.
Common questions
Is e-signature legally valid for retainer agreements?
Yes — DocuSign and HelloSign signatures are legally binding under ESIGN and UETA in all US states.
Can intake forms be practice-area specific?
Yes — each practice group can have its own questionnaire and intake routing rules.
Does it handle Spanish or bilingual intake?
We can build bilingual intake forms for firms serving non-English-speaking communities.
Convert more inquiries to retained clients automatically
Tell us about your business and we\'ll scope this for you — no commitment required.
Get started on WhatsApp ↗Related solutions
Document Collection Automation for Mortgage Brokers
Automate mortgage document collection with secure upload portals, automated reminders, and real-time status tracking. Close loans faster with less chasing.
Client Document Collection for Accounting Firms
Automate tax season document collection for accounting firms. Secure client portals, automated reminders, and deadline tracking that replace email-based document chasing.
Candidate Tracking Software for Staffing Agencies
Purpose-built candidate tracking and pipeline management for staffing agencies. Automate screening, interview scheduling, and placement tracking from one ATS.