Smart Intake

Smart Intake Software for Law Firms

Streamline client onboarding with real-time conflict checks and automation, so every new enquiry becomes an open matter without manual re-entry.

Key features

What you get with Smart Intake

Design and deploy forms by practice area or case type.

Run automatic checks during form submission.

Turn intake forms into open matters with mapped fields.

Clients can submit from any device.

Request IDs or supporting files at intake.

Trigger case tasks upon submission.

Keep exploring

Trigger deadlines, checklists, and document templates automatically based on matter stages.

AI-tagged document storage with access control and instant retrieval.

Use pre-set templates to generate agreements, motions, and more using case data.

From intake to invoicing, streamline workflows, automate tasks, and delight clients, all in one unified platform.