CloudLex logo

What Legal Software Manages Intake?

Legal software for 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 manager application is built for personal injury law firms to manage the entire intake process.

It is also seamlessly integrated with its matter manager (a matter management software) 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.

Leave a Comment

See CloudLex in action

Discover why thousands of PI attorneys choose CloudLex

Whether you're a new firm branching out or are an established national practice, our diverse range of custom packages caters to the specific needs of personal injury law firms, ensuring you have the precise tools to optimize your operations, increase productivity and deliver superior client experiences.

Try CloudLex