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!

$49 /month

Cancel at any time

Important Features


Automated Intake Process: Easily send confidential links to potential clients to fill out your interview forms online, saving time, money, and paperwork for everyone!

Sign Up Clients From Your Website:  Personalize a website address you want to use to interview potential clients who visit your website!

Automated Conflict Checks: Automatically conduct conflict checks with your practice management system.


Sign up Clients from Your Website:  Our app allows you to interview new clients and automatically conduct conflict checks — directly from your firm’s website!

Simple to Build: No need for prior knowledge in software development or coding. Simply drag and drop the fields you want into your own intake forms.

Includes several sample forms:   We made sample intake questionnaires for you to start of with:

  • Probate
  • Divorce
  • Auto Accident (Defense)
  • Auto Accident (Plaintiff)
  • Medical Malpractice (Defendant Doctor)
  • Medical Malpractice (Defendant Hospital)
  • Medical Malpractice (Plaintiff)
  • Personal Injury 

Modifiable Templates:  Our sample questionnaires may not cover all the specific fields you may need, but the templates can be easily customized to create forms more tailored to your firm or practice area.

Limitless Possibilities:  Any intake questionnaire can be enhanced with the following features

  • Text Fields
  • Number Fields
  • Radio Buttons
  • Check Boxes
  • Drop-down Menus
  • Comment Boxes

EffortlessIntake also has more advanced custom field add-ons such as:

  • Address
  • Email
  • Phone Number
  • Conditional formatting options


EffortlessIntake integrates with your favorite practice management software to keep your client intake process in one place.

Integrations currently include:

  • Clio

Coming soon:

  • Practice Panther
  • Rocket Matter


Paperless: No more stacks of paper intake forms. No more data entry to get new clients set up in your systems.  Going paperless means everything is automatically uploaded online, saving time while reducing paper consumption, and office space!

Easy to Access: Clients can simply log in to your website to fill out conflicts questions, and respond to interview requests.

Form Building Service: No time to build a form? Contact us and our team will create forms for you based on your needs!

Encrypted and Secure

EffortlessLegal takes security seriously.  

Our systems are regularly checked and certified by security experts.  Contact us if you would like a copy of the latest report.

Like most quality online systems, all of your data with our app is encrypted both “in transit" and “at rest."  In other words, all transmissions to and from the EffortlessIntake app, and all items stored in our app, are all encrypted using at least 256-bit SSL certificates, providing strong “bank-grade" security.

As an additional and unique security measure, all of your confidential data is locked up with a separate “application level" encryption key.  This means that, even if hackers are somehow able to penetrate our various security measures, the hackers will still not be able to read your confidential information.

For more information about encryption, and why it is important, please see our article on the subject!

$49 /month

Cancel at any time

Would you like a free 30-day trial?       FREE TRIAL!