Client Intake
Client-facing intake and BD tooling for firms.
61
Tools Reviewed
673
Research Articles
Tools under Client Intake
61 total
Spend 75% less time on admin with immigration legal case management software
A free, open-source expert system for guided interviews and document assembly
Deliver Your Legal Services Online
Meet price transparency rules and win more business
Equipped with the industry-leading Digital Case Assembly Solution.
Canadian Immigration Practice Management, Simplified
Legal case management software with built-in AI
It's like having a lawyer in your pocket
Turn client intake into a revenue driver with an AI-powered legal CRM
Law Firm Management. Simplified. Streamlined. Smarter.
The intake operating system to sign more cases.
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.