Client Intake Software for Law Firms
Drive growth with a digital client intake process
Our secure cloud-based client intake software helps you convert potential clients to ongoing matters faster, maximizes efficiency and improves the client-focused experience.Request a Demo
Client intake software with intelligence
Streamline your case evaluation process
With CloudLex’s intuitive features and digital intake capture, firms can efficiently gather client information and collect legal documents and records for evaluation. From within the Intake Manager you can also track leads, track accepted cases and access the firm’s analytics.
Make informed decisions with ease
Quickly determine the viability of a case. Effortlessly gather all the information needed to accurately evaluate whether to accept, reject or refer a potential case.
Digitize your client intake process
Bid farewell to paper intakes and collect client intake information using web forms, chat and custom APIs. Seamlessly transition from traditional paper intake to a digital platform, saving time and effort while ensuring error-free intakes.
Gain valuable insights with powerful analytics
Track the number of incoming leads, analyze acceptance conversion ratios and gain insights into the types of cases you handle. Make data-driven decisions to optimize your firm’s performance using legal practice analytics dashboards.
Convenient and tech-savvy client experience
Share intake questionnaires via email or text and let clients complete forms on their own devices. Clients can enter as much or as little data as they have, enhancing transparency, law firm communications and convenience for both parties.
Simplify your client intake process
Share intuitive intake forms
Potential leads can easily fill out intuitive intake forms that ask questions relevant to their specific case. Clients can complete these forms anytime, anywhere and on any device. Create consistent, error-free intake processes.
Populate case info with intake forms
Enhance data accuracy
Share and capture intake info remotely
Never miss a lead or potential revenue
Our state-of-the-art client intake software guides you through the whole intake process. Our failproof process gathers everything you need, from contact information to case details, to injury checklists.
Legal workflow automation and set up calendar reminders
Information accessible to all
Eliminate paper and manual data entry
Convert intakes to cases faster
Consolidate plaintiff information, documents, contacts and intake-related events. If the case is accepted, convert it into an ongoing matter and transfer all data into matter management software with the click of a button. Alternatively, refer out to other firms with a single click.
No need for multiple software
Eliminate errors and extra work
Integrated e-signatures solution
Track your leads and ROI
Track leads from marketing campaigns and see what campaigns give you the most qualified leads, conversions and maximum ROI, thereby helping you spend your marketing budget prudently and maximize your profits.
Consistent, repeatable and streamlined process
Turn data into insights
Increase your law firm revenue
See what your peers are saying about CloudLex!
Capturing all inquiries, organizing facts and documents
More efficient Intake Manager; better practice control/analysis from reports. One place for almost all practice management needs.
Rasmussen Injury Law PLLC | Founding Partner
Frequently asked questions
What is legal client intake management?
A personal injury firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case.
Thus a legal client-intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this process, law firms may run conflict checks and provide an initial consultation to prospective clients. At the end of this intake process, the law firm may accept or decline representation to the client.
What legal software manages intake?
CloudLex helps you manage client intake processes efficiently and effectively by ensuring that you don’t miss out on important case details which could lead to unnecessary follow-ups with prospective clients or worse, incorrect decision of whether to accept or reject a case.
Its intake management software is built for personal injury law firms to manage the entire client intake process.
It is also seamlessly integrated with its legal case management system so if you have accepted intake, you can then convert your intake into cases with just a click of a button transferring all the intake information including documents, tasks, events, medical records, expenses etc into matter manager.
How do client intake workflows work?
With CloudLex’s Intake Manager, your law office can become more efficient in handling new intakes, and improve client experience. It provides you with powerful tools and features that can run the intake process smoothly.
We have to accept the fact that everyone hates repetitive tasks. They seem as a drudgery, are error-prone and frustrating for the team, but here is where legal workflows automation can help. You can automate these/such mundane and repetitive tasks thus improving efficiency, streamlining approvals and reducing errors throughout the case lifecycle.
For example, every time you qualify an intake, you need to send intake forms to the client to fill in. Intake workflows can help you assign tasks automatically to a paralegal to collect case information using intake forms. Forms can be shared through email and help you capture case information that would have been impossible using paper-based forms.
Once the case information is collected, if you want to send the fee agreement to the client to sign, a workflow can assign tasks to a paralegal automatically to send out fee agreements to clients.
It also gives you visibility into the status of workflow activities of each task across all the intakes. So using forms, you can collect data efficiently and can please the client with a faster response time.