Client intake gives every enquiry a single record from first contact to retainer. You see who came in, what they need, who owns it, and what’s holding it up. Prospects who convert become matters with their information already captured. Prospects who don’t leave a trail you can learn from.
A criminal defence enquiry and an estate planning enquiry need almost nothing in common. Build a form per practice area, with conditional logic so questions appear only when they’re relevant. A client who answers “yes” to owning a business gets the corporate holdings section. A client who doesn’t, never sees it.
Request and remind you clients to fill out the intake forms, details you already have are prefilled so a duplicate effort is not necessary.
A pipeline of your intake stages: New Enquiry, Contacted, Consultation Booked, Retainer Sent, Retained, Declined. Drag a card to move it. Filter by lawyer, practice area, or source.
The board is the answer to “what’s in the pipeline this week” without asking anyone.
Not every firm works the same way, and you shouldn’t have to abandon the tools you already use. Our integration with Zapier connects your intake to thousands of applications, so a new enquiry can trigger anything: a Slack notification, a row in a spreadsheet, a calendar hold, a record in your CRM.
Most firms spend on referrals, ads, and directories without knowing which ones produce retained clients. Intake reporting closes that loop: every enquiry is tagged with its source and tracked to its outcome.
Most visitors to a law firm website read a page and go. A chat widget catches them at the moment of intent.
It opens the intake questions conversationally, one at a time, and creates the same record a full form would. No inbox to monitor, no missed message.
