Client Intake & Case Evaluation
Screen cases, onboard clients, and collect documents — all with secure forms and CRM.
Essential Forms for Legal Practice
Case Evaluation
Collect case details for initial screening. Practice area, facts, and timeline.
Client Intake
Comprehensive intake forms with contact info, case history, and documentation.
Consultation Booking
Let prospects book consultations with case type and availability.
Document Request
Request specific case documents with checklists and secure upload.
Retainer Agreement
Digital retainer agreements with signature capture.
Conflict Check
Gather necessary info to run conflict of interest checks.
Features for Law Firms
Secure File Uploads
Accept case documents and evidence securely.
Conditional Logic
Show relevant questions based on practice area.
Signature Capture
Digital signatures for retainers and authorizations.
Client CRM
All prospects and clients in one place. Track case lifecycle.
Email Automation
Automated follow-ups for consult bookings and document requests.
No Monthly Fees
One-time purchase. No per-case costs.
Modernize Your Client Intake
Screen cases faster, onboard clients smoothly.