Intaken

INCREASE LAW FIRM REVENUE INSTANTLY
BY UTILIZING INTAKEN’S ELECTRONIC CLIENT
INTAKE AND DOCUMENT GENERATION SYSTEM

Substitute your outdated paper questionnaires for Intaken’s online, editable intake forms that automatically sync the information your clients input with your documents and court forms!

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How Intaken Can Help Your Firm


Your law firm's revenue and productivity will increase in 3 easy steps with Intaken:

Step 1 - Your prospective client completes an online, electronic questionnaire provided by Intaken at no charge, which is easily accessible via email.

Step 2 - Meet with your client to confirm the information input on the questionnaire is correct and easily make any changes to the information directly on the Intaken system, if necessary.

Step 3 - With a click of the mouse your documents and court forms are rapidly generated with the client information automatically input from the online questionnaire.

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Our Main Services

ONLINE CLIENT INTAKE

Clients will automatically receive an email from you (generated by the Intaken system) with a link to the online questionnaire for completion before their appointment.

DOCUMENT & FORM GENERATION

The information input by your clients on the online questionnaire is used to rapidly generated error-free documents and court forms.

LEAD RELATIONSHIP MANAGEMENT

Manage prospective clients input in the Intaken system by scheduling automatic follow-up emails, task reminders, and notes about your previous discussions.

Other Benefits of Intaken

Our staff will sync your documents to the Intaken system so you can use the documents your firm is already familiar with.

Attorneys can download, edit, and re-sync documents to the Intaken system with ease.

Clients and leads will automatically receive appointment email reminders from you (generated by the Intaken system).

Securely store legal documents and forms accessible by your clients 24/7 on Intaken’s online, cloud-based Document Vault.

Sync your Outlook or Gmail account with the Intaken system by a click of the mouse. Any email you send to or receive from a lead or client is instantly viewable on the Intaken system.

All law firm staff emails to and from clients and leads are viewable by all staff in the Intaken system. No toggling between your email and Intaken – all email correspondence is in one central location, including emails to and from your associates!