Client Intake Software for Law Firms
Intake Manager
Drive growth with a digital client intake process
Convert potential clients into active cases faster by eliminating manual processes and centralizing client information. With our intake software you can maximize efficiency and create a client-focused experience from the very first interaction.
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Legal client intake system
Client intake software with intelligence
Streamline your case evaluation process
With our digital intake capture, your legal team can efficiently gather necessary information from clients. From completing client intake forms to sharing important documents – the Intake Manager simplifies your process by automating the collection and organization of data—so you never miss a detail.
Make informed decisions with ease
Evaluate potential clients quickly and confidently. Get the full picture—legal documents, medical records, contact information, and more—all in one place. Make smarter decisions about whether to accept, refer, or decline cases without second-guessing.
Digitize your client intake process
Bid farewell to paper intakes and collect client intake information using web forms, chat and APIs that adapt to your firm’s specific needs. Plus, it’s an easy transition from traditional paper intake to a digital platform that saves time and effort, while ensuring error-free intakes.
Gain valuable insights with powerful analytics
Track the number of incoming leads, analyze conversion trends and gain insights into the cases you handle. Fuel smarter decisions and better outcomes by optimizing your firm’s performance using legal practice analytics dashboards.
Convenient and tech-savvy client experience
Share intake questionnaires via email or text so clients can complete them on their own devices at their convenience, providing as much or as little data as they have. This self-guided approach boosts client communication, enhances trust, and saves time for both parties.
Convert more leads & grow your personal injury practice with intake management software
Request a DemoIntake Manager
Simplify your client intake process
01
Share intuitive intake forms
Offer prospective clients intake forms that are clear, responsive, and tailored to their case type. Whether they’re at home or on the go, clients can submit their contact information and case details easily reducing friction and creating a better client experience from the start.
Populate case info with intake forms
Enhance data accuracy
Share and capture intake info remotely
02
Never miss a lead or potential revenue
Speed up your client intake process by capturing data through digital forms and auto-filling your case management system—eliminating manual tasks and reducing errors.
Enhance data accuracy with automation
Share and capture intake info remotely
Never miss a lead or potential revenue
03
Convert intakes to cases faster
Remove bottlenecks in your legal services by consolidating plaintiff information, documents, contacts, and intake-related events. If the case is accepted, convert it into an active matter within your matter management software with a single click. Alternatively, refer it out to another firm seamlessly.
No need for multiple software tools
Eliminate errors and extra work
Integrated e-signature solutions
04
Track your leads and ROI
Keep tabs on your marketing efforts and see which campaigns bring in the most qualified leads. CloudLex’s built-in tracking tools help you spend wisely and maximize return on investment.
Consistent, repeatable and streamlined process
Turn data into insights using real-time updates
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.
Ward Rasmussen
Rasmussen Injury Law PLLC | Founding Partner
Frequently asked questions
What is legal client intake management?
Legal intake management is the structured process of collecting and reviewing prospective client information to determine if a personal injury case is viable. This typically involves gathering contact details, incident data, and medical history, conducting conflict checks, and providing an initial consultation. A well-managed client intake process improves client engagement, increases accuracy, and helps law firms make confident decisions quickly.
How do client intake workflows work?
Client intake workflows automate repetitive tasks throughout the intake process. With tools like CloudLex’s Intake Manager, your team can automatically assign tasks, share digital client intake forms, schedule follow-ups, and trigger next steps based on each intake’s progress. This not only streamlines processes but also reduces the risk of manual errors—improving efficiency and ensuring a consistent client experience.
Can intake data be transferred to a case?
Yes. Once a potential client is accepted, all collected intake information—including legal documents, case notes, events, and contact details—can be transferred directly into CloudLex’s case management system with a single click. This eliminates repetitive manual data entry and administrative tasks but ensures continuity, allowing your team to begin casework immediately.
Is CloudLex secure and HIPAA-compliant?
Absolutely. CloudLex is built on a HIPAA-compliant infrastructure to safeguard sensitive client information and legal documents. Our cloud-based platform offers enterprise-grade security, giving personal injury law firms and legal departments peace of mind that their data is protected at every step of the intake and legal services lifecycle.
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