Automate Your Intake
EffortlessIntake automates your entire intake process:
- Invite potential clients
- Sign up clients from your website
- Automate conflict checks
- Comes with several ready-to-use intake forms
- Customize your own intake forms
We make interviewing new clients effortless!
Automated intake process: Online forms for potential clients, saving time, money, and paperwork for attorneys!
Conflict Check: Automatically conflict checks existing matters with your practice management system.
Integration: Import your intake forms into your favorite practice management software systems to store all information in one place.
Modifiable Templates: Basic templates may not cover all the specific fields you may need, but our templates can be customized to create forms more tailored to your firm or practice area.
Simple to Build: No need for prior knowledge in software development or coding. Simply drag and drop the fields you want on your intake forms.
Limitless Possibilities: forms can be enhanced with the following features
- Text Fields
- Number Fields
- Radio Buttons
- Check Boxes
- Drop-down Menus
- Comment Boxes
Effortless Intake also has more advanced custom field add-ons such asL
- Phone Number
- Conditional formatting options
Integrate with your favorite practice management software to keep your client intake process in one place.
Integration partnerships include:
- Practice Panther
- Rocket Matter
- LexisNexis TimeMatters, Firm Manager, Juris
- Thomson Reuters Firm Central, Elite
As well as non-legal platforms such as:
- Microsoft Office 365
- Google Drive
- SQL Connector
Paperless: No more stacks of intake forms in filing cabinets that need to be scanned and uploaded. Going paperless means everything is automatically uploaded online, saving time while reducing paper consumption, and office space!
Easy to Access: Clients can simply download forms from your website without any issues.
Form Building Service: No time to build a form? Contact us and our team will create forms for you based on your needs!