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Client Intake Software

Client Intake Software for Law Firms

Intake Manager

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.

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Client Intake Manager

Legal client intake system

Client intake software with intelligence

Intake Manager

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


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!

What your peers are saying about CloudLex.

Capturing all inquiries, organizing facts and documents

Personal Injury case management made easy! I would recommend it to any personal injury firm!

More efficient Intake Manager; better practice control/analysis from reports. One place for almost all practice management needs.

Ward Rasmussen

Rasmussen Injury Law PLLC | Founding Partner

Frequently asked questions


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.


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.

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