Client intake software

Notes on intake that finishes

Forms, conversations and the handoff into Lead Docket, Litify or Salesforce.

Most client intake software for law firms is a form with a chat window. The questions that separate a form from an intake.

People search for an AI intake form, but a form that abandons at question four is the problem. Why a conversation finishes more intakes.

Automated intake is only automated if the finished file lands in Lead Docket, Litify, Filevine or Salesforce without retyping.

See the intake it would run for your firm

Bring your questionnaire. We will show you the conversation, the file and the routing in thirty minutes.