Online Intake Forms

Start your client relationships off on the right foot with Lexicata’s efficient, online approach to intake.

Intuitive Form Builder

Our simple drag-and-drop form builder makes it incredibly easy to create an online intake form. You can even add new questions with a single click.

Lexicata drag and drop form builder

Customized & White Labeled

Upload your own logo and branding to create a sense of professionalism and personalize the experience for clients.

Lexicata custom law firm branding

Eliminate Data Entry

Connect your forms to custom fields so client and matter information will populate automatically. Say goodbye to manual data entry.

Lexicata matter fields

Automatic Email Reminders

Follow up on incomplete intake forms with custom, automated email triggers. Stay on top of your clients without having to think about it.

Lexicata automated appointment reminders

Mobile Friendly

Lexicata's forms are fully responsive for mobile devices. Your clients can fill them out and submit them anytime, whether they are at home or on-the-go.

Lexicata is mobile friendly

Join the thousands of firms using Lexicata, the #1 law firm CRM and client intake solution.