Client Intake
Client-facing intake and BD tooling for firms.
61
Tools Reviewed
673
Research Articles
Tools under Client Intake
61 total
Legal practice management, all in one place
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Consulenza Legale Online: Trova l'Avvocato Giusto
The complete AML, KYC and client onboarding platform
The perfect blend for business success
Empowering Your Business Legally.
Get from first pass to final faster. AI contract review and document automation.
The end-to-end platform built for the business of law.
Verified, Experienced, and Local.
About Client Intake software
Client intake tools help law firms capture and convert new clients: intake forms, conflict checks, engagement letters, scheduling and follow-up. Firms use them to respond faster to enquiries and turn more of them into matters. When comparing, look at online forms and chat, conflict checking, automated engagement letters and e-signature, appointment booking, CRM features, and integration with your case management system.