Every channel, one pipeline
Phone calls, web forms, emails, texts, walk-ins and chatbot conversations all land in the same intake list.
Client intake
Legal client intake
software for law firms
CaseQube brings every new inquiry into one intake pipeline, whether it comes in by phone, web form, email, text, walk-in or the AI chatbot. You run conflict checks, collect documents, generate the retainer and turn the signed client into a matter in one click.
Conflict check
No conflicts
4 fields searched · K. Ward
Converted to matter
J. Brooks · 1 click
What sets CaseQube apart
Client Intake Software That Ends In An Open Matter
Most intake tools stop at the signed client. CaseQube keeps going.
Conflict checks built in
Search names, contacts, identifiers and locations before you take the case. Results are scored and color-coded.
Questions that fit the case
Intake questionnaires change by case type, and so does the list of documents you ask for.
Intake becomes the matter
Convert a signed client into a matter in one click. Their details, documents and history carry over.
Capture every inquiry in one legal intake pipeline
No more leads sitting in someone’s inbox or on a sticky note.
- Intake from every channelLog walk-ins and phone calls, and receive inquiries from web forms, email, SMS and the AI chatbot in one place.
- Clear pipeline stagesEach potential client moves through Open, Working, Under Review, Retainer and Converted, so you always know who needs a follow-up.
- One record per inquiryContact details, answers, uploaded documents and notes stay on the intake record from first call to signed retainer.
New inquiriesAll channels
M. Alvarez
via Chatbot · Just now
T. Okafor
via Phone · 12 min
S. Patel
via Web · 1 h
R. Diaz
via SMS · 3 h
Online intake forms for law firms that change by case type
Ask the right questions the first time, without sending a second form.
- Forms by practice areaBuild intake forms for each practice area and case type. A car accident inquiry and an immigration inquiry get different questions.
- Questions that adaptQuestionnaires change based on the case type, and the documents you request change with them.
- Client document uploadsPotential clients upload IDs and supporting documents through a secure client portal, so your staff don’t have to chase files by email.
Car accidentImmigrationFamily law
Date of accident
March 4, 2026
Were you treated at a hospital?
Yes
New question · Which hospital?
Mercy General
Documents requestedIDER records
Law firm conflict check software built into intake
Find conflicts before you take the case, not after.
- Automatic and manual checksConflict checks run automatically during intake, and your team can run a manual check at any time.
- Search across many fieldsChecks look at names, contacts, identifiers and locations, not only the client’s name.
- Scored, color-coded resultsEach possible match is scored and color-coded, so your team can see quickly which ones need a closer look.
Conflict check · K. WardAuto
NamesContactsIdentifiersLocations
Kevin Ward92
Name · exact
Ward Logistics LLC48
Contact · partial
412 Pine St12
Location
Client onboarding from signed retainer to open matter
The last steps of intake take minutes instead of a morning of data entry.
- Retainers and welcome lettersGenerate retainer agreements and welcome letters from your templates, filled with the client’s intake details.
- One-click conversionConvert the intake into a matter in one click. Data, documents and history move with it, so nothing is typed in twice.
- Tasks that start on their ownIntake can trigger the first tasks for the case, so work begins as soon as the client signs.
PDFSigned
Convert to matterRetainer + welcome letter
Filled from K. Ward’s intake
Ward v. Lakeside AutoMatter opened
Client details carried over3 documents movedFirst 4 tasks created
AI Legal Intake In CaseQube
AI handles first contact and the paperwork that comes with it.
Trust
Security, Support And Getting Started
SOC 2 Type II certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria. The report is available under NDA for security reviews.
Built on Salesforce
Access can be set at the profile, role and field level, and every action in the system is logged.
Support from our own team
Our support team knows CaseQube and law firm workflows, not just software tickets.
Migration and training included
Our implementation team moves your data from your current system and trains your staff before go-live.
Explore More CaseQube Features
Matter ManagementOne record for every matter, with stages, task templates, deadlines, documents, billing and trust.Document ManagementMatter folders, version history, tags and AI document sorting in one place.Document GenerationCreate retainers, letters and agreements from Word templates and matter data.PI Settlement WorkflowsCalculate fees, liens and medical bills, then produce the client settlement statement.Time & ExpensesRecord hourly time, flat fees and costs against each matter.Flexible InvoicingHourly, flat fee and contingency billing with pre-bill review and LEDES.Integrated PaymentsA client payment portal for card and ACH payments.Full Legal Accounting SuiteTrust accounting, three-way reconciliation and a full general ledger.
Make your firm’s intake easier to run
Book a demo and we’ll show you an inquiry moving through CaseQube, from first contact to open matter.
What is legal client intake software?
Legal client intake software is a system law firms use to capture and manage new inquiries. It collects the potential client’s details and documents, runs conflict checks, tracks each inquiry through stages and helps the firm sign the client. In CaseQube, the intake then converts straight into a matter.
What is AI legal intake?
AI legal intake uses AI to handle parts of first contact and screening. In CaseQube, an AI chatbot on your website collects a visitor’s details, questionnaires adjust to the case type, and AI sorts and tags uploaded documents. Your team reviews the results before acting on them.
What should a law firm client intake form include?
A good intake form collects contact details, the type of case, key facts and dates, the names of other parties for conflict checks, and the documents you need to evaluate the case. The questions should change by practice area, so each potential client only answers what applies to them.
Why use intake software instead of paper forms or spreadsheets?
Paper forms and spreadsheets have to be retyped, they get lost between staff, and they don’t show who needs a follow-up. Intake software keeps every inquiry in one pipeline, runs conflict checks and moves the client’s information into the matter without anyone entering it again.
How does client intake work in CaseQube?
Inquiries come in from phone, web forms, email, SMS, walk-ins and the AI chatbot. Each one moves through the stages Open, Working, Under Review, Retainer and Converted. Along the way you run conflict checks, collect documents and generate the retainer, then convert the client into a matter in one click.
Can intake forms change by practice area or case type?
Yes. You can build different intake forms for each practice area and case type. Questionnaires adjust to the case type, and the list of documents requested changes with them, so a personal injury inquiry and an immigration inquiry each get the right questions.
How does CaseQube run conflict checks during intake?
Conflict checks run automatically during intake, and your team can also run them by hand. CaseQube searches names, contacts, identifiers and locations across your records. Each possible match is scored and color-coded, so your team can decide quickly which ones need review.
Can potential clients upload their own documents?
Yes. Potential clients upload IDs and supporting documents through a secure client portal. The documents attach to their intake record and move into the matter when the client is converted.
Can I see where each potential client is in the intake process?
Yes. Every inquiry sits in the intake pipeline under one of five stages: Open, Working, Under Review, Retainer or Converted. Your team can see which inquiries need a follow-up, which are waiting on review and which are ready to sign.
Can CaseQube generate retainer agreements and welcome letters?
Yes. CaseQube generates retainer agreements and welcome letters from your firm’s templates, filled in with the details collected during intake. You can review each document before sending it to the client.
What happens when a potential client becomes a client?
You convert the intake into a matter in one click. The client’s details, uploaded documents and intake history carry over to the new matter, and the first tasks for the case can start automatically.
How does the AI intake chatbot work on my firm’s website?
The chatbot sits on your website and talks with visitors who want legal help. It answers their questions and collects their contact details and case information. Each conversation arrives in your intake pipeline so your team can review it and follow up.