Intaken

main services

Substitute your hard-copy questionnaires for Intaken’s online, editable intake forms that automatically sync the information your clients input with your documents and court forms. Don’t lose revenue to your law firm by allowing prospective clients to slip through the cracks. The Intaken system will allow your staff to manage prospective clients by scheduling automatic follow-up emails, task reminders, and notes about your previous discussions.

Online Client Intake

The system will email an online intake form to your prospective clients to complete prior to appointments, and staff can edit the information on the forms with ease.

Document Generation

Utilize our document and form generation system to rapidly generate error-free documents and court forms for your clients.

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.

Additional services

Pre-Made Online Client Intake Form

The online Intaken forms are already developed for immediate use by your law firm, and they are editable by your law firm staff.

AUTOMATIC APPOINTMENT UPDATES

Schedule automatic emails to be sent to clients to remind them of appointments.

LAW FIRM LOGO AND COLOR-SCHEME

Your law firm’s logo and color scheme are incorporated into the website so your clients will always associate your Intaken website with your law firm. We also provide a unique URL for the law firm.

HANDS-FREE DOCUMENTS SYNCING

Our staff will sync your document templates with the Intaken system, eliminating further setup time.