Client Intake Software

Streamline Your Intake Process

Client intake is an important step in the process of delivering legal services to clients. It’s where the communication takes place, how the information is gathered, and how the attorney-client relationship is formalized.

Lexicata’s client intake software has valuable tools to help your firm develop a streamlined process for managing each step of client intake. It enables you to intake clients more quickly and easily, with online forms, e-signatures, file attachments, and more.

Benefits

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Built for a Mobile World

Smartphones have revolutionized the way we communicate, and have been rapidly adopted by people around the world. Our client intake software is fully compatible with mobile devices to enable your clients to fill out forms and sign documents from anywhere. No more downloading, printing, scanning, or faxing.

Reduced Data Entry

Unlike paper forms and PDFs, our online intake forms sync with your Lexicata account and integrate with Clio, allowing you to export the data filled in by your clients to your case management system or document automation program. This saves time and hassle by eliminating hours of manual data entry.

Easier On Clients

Delivering a better customer experience is great for your business. Filling out paperwork by hand is a pain, but by allowing your clients to handle the process online, you will save them time and make their lives easier.

Tracking Deadlines and Automatic Follow Ups

Each form or document you send out can be assigned a due date to manage deadlines and stay on schedule. You can also set up automatic follow up reminders that only go out if the client has not submitted the form or signed the document by a certain date.

Features

Intake forms

Online Intake Form Builder

Our intake form builder is incredibly easy to use, and powerful. Build your forms in a matter of minutes, and send them for clients to fill out with just a few clicks.

Document Template Editor

Save time drafting engagement letters and fee agreements. You can store unlimited document templates on Lexicata that you can modify with our text editor before finalizing a PDF version to send out.

E-signatures from Any Device

Collecting signatures is always a hassle and can cause major delays in the intake process. Using our integration partner HelloSign, you can insert signature fields in your documents and get e-signatures from your clients from their computer or mobile devices.

Email Templates

Stop wasting time drafting those same, repetitive emails for each client. With our client intake software, you can create unlimited email templates that allow you to draft and send out an email in a second.

Law Firm CRM

Not only does Lexicata’s client intake software help streamline the intake process and provide a better client experience, we combine it with a powerful law firm CRM to help you track your leads and manage your pipeline of upcoming client work. Read more about our law firm CRM.

Ready to schedule your free demo?