Client Intake Forms and Lead Management

Eliminate manual data entry by Lawyers. Legal Marketing made easy

Client Intake Form Builder

Create forms for client onboarding, one for every Practice, by simple drag and drop. Forms can be sent to potential clients, or published in your public Website

Legal client intake form
Legal client intake form

Effective Lead Management

Legal CRM integrated with Practice Management. Review the data filled by your leads and qualify them. Apply business rules and set reminders for follow-up

Avoid Duplicate data entry

Reduce human error as the data entered by Leads are saved to ‘Smart Lists’. Contact or Matters can be created automatically. Email Marketing Campaigns can be launched, and the metrics are measured for various KPI

Legal client intake form
Legal client intake form

Automatic Engagement and Retainer document generation

Use the data entered by Leads to generate agreements, without need for data to be entered again. Get electronic signature from the clients – Go paperless