80%
Faster Onboarding
100%
Digital Process
24h
Average Completion
500+
Firms Using Intakes
Why Choose This Service?
Smart Intake Forms
Customizable forms that adapt to your case type and client needs
Document Upload
Clients can securely upload supporting documents directly in the intake flow
Instant Notifications
Get alerted the moment a client completes their intake form
Secure & Confidential
All client data is encrypted and handled with strict confidentiality
Team Collaboration
Assign intakes to team members and track progress in real time
Intake Analytics
Track completion rates, drop-off points, and onboarding trends
How It Works
Create Intake
Set up a new intake for your client with the relevant case type
Client Invitation
Client receives a secure link to complete their intake online
Form Completion
Client fills out their information and uploads required documents
Review & Validate
Your team reviews the submission and flags any missing information
Case Assignment
Intake is assigned to the appropriate team member or workflow
Onboarding Complete
Client is officially onboarded and case work begins
What You Get
What Our Clients Say
"We cut our onboarding time in half. Clients complete their intake before the first consultation and we walk in fully prepared."
Sandra M.
Immigration Attorney
"No more chasing clients for missing documents. The intake system handles all follow-ups automatically."
Carlos R.
Firm Administrator