Effortless Intake | Client Intake Software & Law Firm Automation

Support Page

User Guide

For a step-by-step guide on how to use EffortlessIntake, click here!

Product Demo Video

FAQ Videos

How to use your own email domain!

How to enable conflict checks and clio integration!

How to perform preliminary conflicts check and add contacts to Clio!

How to build an intake form with EffortlessIntake's wizard form builder.

How to add a new matter type!