📋 Client Intake Software

CASEpeer

The #1 Case Management Software for Personal Injury Law Firms.

A cloud-based case management software designed specifically for personal injury firms.

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LollyLaw

The All-in-One Practice Management Solution for Immigration Lawyers.

A comprehensive case management and client intake software designed specifically for immigration law firms.

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CASEpeer

The Practice Management Platform for Personal Injury Law Firms.

Cloud-based case management software designed specifically for personal injury law firms.

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CASEpeer

Case Management Software for Personal Injury Law Firms.

A specialized case management software for personal injury firms with integrated intake tools.

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Shape Software

The All-In-One Platform to Manage & Grow Your Business.

A versatile CRM and automation platform with a specific solution for the legal industry.

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Lawmatics

The #1 Attorney-Client Relationship Management Platform.

Provides marketing automation, CRM, and client intake for law firms.

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Smokeball

Run your best firm.

A cloud-based legal practice management software with automatic time tracking.

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Shape

The All-in-One Sales and Marketing Platform.

A CRM and marketing automation platform for various industries, including legal.

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Lawmatics

The #1 Attorney-Client Relationship Management Platform.

A legal-specific CRM and marketing automation platform designed to streamline client intake and marketing processes for law firms.

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Smokeball

Run your best firm.

Cloud-based legal practice management software with automatic time tracking and a strong focus on document automation.

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Casepeer

Practice management software for personal injury law firms.

A cloud-based case management software specifically designed for the needs of personal injury law firms.

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CASEpeer

Case Management Software for Personal Injury Law Firms.

A specialized case management software for personal injury firms, featuring robust intake and case tracking tools.

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IntakeQ

The all-in-one practice management software for health and wellness professionals.

A practice management platform, primarily for health professionals, that offers powerful and secure online intake forms suitable for law firms.

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Lawmatics

The #1 Attorney-Client Relationship Management Platform.

A legal CRM and marketing automation platform that includes client intake and conflict checking features.

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Smokeball

Run your best firm. Live your best life.

A cloud-based legal practice management software that focuses on productivity and profitability, with automatic time tracking.

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Filevine

The Operating Core for Legal.

A comprehensive legal work platform that combines case management, document management, and business intelligence.

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Lawmatics

The #1 Attorney-Client Relationship Management Platform.

An all-in-one platform for legal marketing, CRM, and client intake automation.

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Smokeball

Run your best firm. Live your best life.

A cloud-based legal practice management software with automatic time and activity tracking.

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Lead Docket

Never Miss a Lead.

A lead management software for law firms to track and manage potential clients.

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Lawmatics

The #1 Attorney-Client Relationship Management Platform.

A legal CRM and marketing automation platform that helps firms streamline their intake process and manage client relationships.

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Smokeball

Run your best firm.

A comprehensive legal practice management software that includes lead management and client intake automation.

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Filevine

The Operating Core for Legal.

A comprehensive legal work platform with case management, document management, and client intake capabilities.

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Jotform

Easy-to-use online form builder for every business.

A versatile and powerful online form builder that can be used to create custom client intake forms for law firms.

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Clio

The #1 legal software for clients, cases, billing, and more.

Cloud-based legal practice management software with a suite of tools including client intake.

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Filevine

The Operating Core for Legal.

A comprehensive legal work platform with case management, document management, and client intake capabilities.

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Filevine

The Operating Core for Legal.

A comprehensive legal work platform with case management, document management, and client intake capabilities.

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Zola Suite

The Most Comprehensive, Cloud-Based Legal Practice Management Software.

An all-in-one practice management platform with built-in email, accounting, and CRM features.

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Lawcus

Modern Law Practice Management Software.

A visual, Kanban-based law practice management software with CRM and intake features.

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Filevine

The Operating Core for Legal.

A comprehensive case and matter management platform for law firms.

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Zola Suite

A single, complete practice management solution.

An all-in-one legal practice management software with built-in email and accounting.

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Lawcus

Legal Practice Management Software with a Simple, Visual Interface.

A visual and intuitive practice management software for law firms.

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SmartAdvocate

The All-in-One Case Management Software for Your Law Firm.

A comprehensive case management software for personal injury and litigation firms.

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Clio

The #1 legal software for clients, cases, billing, and more.

Cloud-based legal practice management software that offers features for case management, client intake, billing, and more.

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Zola Suite

The most comprehensive, cloud-based practice management platform.

An all-in-one, cloud-based legal practice management software with built-in business and trust accounting.

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Filevine

The Operating Core for Legal.

A customizable legal case management platform with a focus on workflow automation, collaboration, and document management.

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Clio Grow

Client intake and legal CRM software for law firms.

Streamlines the client intake process from first touch to hired case, integrating seamlessly with Clio's practice management suite.

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Lawcus

Legal Practice Management Software with a Smarter Workflow.

A visual, Kanban-based legal practice management software that includes CRM and client intake features.

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Clio

The #1 legal software for clients, cases, billing, and more.

A comprehensive, cloud-based legal practice management software that includes client intake and conflict checking.

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Zola Suite

The Most Comprehensive, Cloud-Based Legal Practice Management Software.

An all-in-one legal practice management platform with built-in email, accounting, and robust case management features.

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CloudLex

The Leader in Personal Injury Tech.

A cloud-based legal platform designed specifically for personal injury law firms, with intake and case management features.

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CosmoLex

One Login. One Solution. Your Entire Practice.

A cloud-based legal practice management system that includes case management, billing, and fully integrated trust and business accounting.

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SmartAdvocate

The Ultimate Case Management Software.

Fully integrated case management system for litigation and personal injury firms.

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MyCase

The all-in-one case management software for law firms.

A comprehensive law practice management solution with integrated client intake features.

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Law Ruler

Legal CRM, Intake & Marketing Automation Software.

A comprehensive CRM, intake, and marketing automation platform for law firms.

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SimpleLaw

The smart, simple way to manage your law firm.

A streamlined law practice management software with a focus on connecting attorneys with clients.

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Freshsales (by Freshworks)

Unify customer data. Automate experiences. Grow your business.

A sales-focused CRM with AI-powered insights that can be used for client intake.

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MyCase

The all-in-one case management software for your law firm.

Provides case management, client intake, billing, and communication tools.

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CosmoLex

The only all-in-one, cloud-based legal practice management, billing, and accounting system.

An integrated solution for practice management, billing, and accounting.

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MyCase

The all-in-one case management software for your law firm.

Web-based practice management software for legal professionals, offering a suite of tools to manage cases, track time, and communicate with clients.

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CosmoLex

The #1 choice for all-in-one legal practice management software.

A fully integrated, cloud-based legal practice management system that includes practice management, billing, and complete accounting in one application.

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CaseFox

Legal Billing and Practice Management Software.

A cloud-based legal billing and practice management software aimed at solo, small, and mid-sized firms, offering a free tier.

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TimeSolv

The most comprehensive and intuitive legal billing software.

A cloud-based time tracking and billing software for law firms and other professional services, with project management capabilities.

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Zola Suite

The all-in-one legal practice management platform.

Now part of CARET Legal, Zola Suite is a comprehensive practice management platform with built-in CRM and intake features.

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MyCase

The all-in-one case management software your law firm will love.

A web-based legal practice management software designed for small to medium-sized law firms, featuring conflict checking capabilities.

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CaseFox

Simplifying Legal Practice.

A web-based legal billing, timekeeping, and case management software that includes a conflict check feature.

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PracticePanther

The simple and secure law practice management software.

Cloud-based law practice management software with features for case, client, and billing management.

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CosmoLex

The only all-in-one, cloud-based legal practice management, billing, and accounting system.

An all-in-one practice management solution with built-in accounting and client intake.

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HubSpot CRM

Get a unified view of every customer interaction.

A powerful, general-purpose CRM platform that can be customized for law firm client intake.

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Law Ruler

Legal CRM, Intake & Marketing Automation Software.

A comprehensive platform for legal marketing, client intake, and CRM.

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Actionstep

The adaptable legal practice management software.

A flexible and customizable practice management platform for law firms.

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Litify

The Breakout Law Firm Platform.

A legal operating platform built on Salesforce for law firms.

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PracticePanther

The leading law practice management software.

A user-friendly, cloud-based law practice management software for solo to large firms, focusing on automation and ease of use.

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Actionstep

Build your firm advantage.

A flexible, cloud-based practice management platform with a strong focus on workflow automation and legal accounting.

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Litify

The Legal Operating Platform That Breaks Down Silos.

A legal operating platform built on Salesforce, designed for law firms, in-house teams, government agencies, and nonprofits.

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MyCase

The all-in-one case management software for law firms.

An integrated legal practice management solution that includes client intake, case management, billing, and client communication features.

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Law Ruler

Legal CRM, Marketing Automation, and Intake Software.

A comprehensive legal CRM and intake software designed to help firms automate their processes and increase lead conversion.

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CosmoLex

The Only All-in-One, Cloud-Based Legal Practice Management, Billing, and Accounting System.

A fully integrated legal practice management software that includes client intake, billing, and built-in accounting.

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Actionstep

The adaptable legal practice management software.

A flexible and comprehensive practice management platform with powerful workflow automation, including for client intake.

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CaseFox

Legal Billing and Case Management Software.

An affordable, cloud-based legal billing and case management software with a free tier for basic use.

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PracticePanther

The simple & secure law practice management software.

Cloud-based law practice management software with features for case management, billing, and client intake, including conflict checking.

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Law Ruler

Legal Case Intake & Marketing Automation Software.

A legal CRM, client intake, and marketing automation software designed to help law firms convert more leads into clients.

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Actionstep

The adaptable legal practice management software.

A flexible, cloud-based legal practice management platform with powerful workflow automation and integrated accounting.

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Litify

The Breakout Law Firm Platform.

A legal operating platform built on Salesforce that provides marketing, intake, case management, and billing capabilities.

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MerusCase

The Ultimate Legal Practice Management Software.

A cloud-based legal practice management software specializing in workers' compensation, employment, and construction defect law.

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Rocket Matter

Legal Practice Management Software That Helps You Grow.

A cloud-based legal practice management software designed to improve law firm efficiency and profitability.

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Centerbase

The most configurable cloud-based legal practice management software.

A flexible, cloud-based legal practice management and accounting platform for mid-sized law firms.

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Assembly Neos

The Ultimate Case Management Solution.

Cloud-based legal case management software with a focus on workflow automation and client intake.

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MerusCase

Technology for Attorneys.

Cloud-based legal practice management software with a focus on document automation and case management.

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Clio Grow

Client intake and legal CRM software for law firms.

Streamlines client intake and manages client relationships to help law firms grow.

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PracticePanther

The simple & intuitive law practice management software.

A cloud-based law practice management software with features for client intake and CRM.

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Litify

The Breakout Law Firm Platform.

A legal operating platform built on Salesforce, providing CRM, intake, and case management.

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Actionstep

A flexible practice management system, built for ambitious law firms.

A highly adaptable practice management platform with powerful workflow automation and intake capabilities.

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Clio Grow

Client intake and legal CRM software.

Streamlines the client intake process and manages client relationships for law firms.

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PracticePanther

The simple and secure law practice management software.

Offers case management, billing, and client intake for law firms.

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Rocket Matter

The original cloud-based legal practice management software.

A comprehensive practice management solution with a focus on usability.

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MerusCase

The Legal Practice Management Software That Adapts to Your Firm.

A customizable and cloud-based practice management software for various practice areas.

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Rocket Matter

The Powerful, Easy-to-Use Legal Practice Management Software.

A cloud-based legal practice management software designed to boost law firm productivity with features for case management, billing, and payments.

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Rocket Matter

The Powerful Legal Practice Management Software.

A cloud-based legal practice management software that helps firms with billing, case management, and client intake.

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Captorra

The industry’s most powerful client intake software.

A specialized client intake and lead management solution designed for high-volume law firms, particularly in personal injury and mass tort.

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Intapp Conflicts

Identify and resolve conflicts of interest with speed and accuracy.

A specialized risk management solution for professional services firms, including law firms, to manage conflicts of interest.

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Rocket Matter

The Powerful, Easy-to-Use Legal Practice Management Software.

Cloud-based legal practice management software with tools for client intake, billing, and case management.

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Rocket Matter

Legal Practice Management Software That Works As Hard As You Do.

A cloud-based legal practice management software with tools for intake, case management, and billing.

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Pipedrive

The easy-to-use CRM for sales pros.

A sales-focused CRM known for its visual pipeline management, adaptable for client intake.

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Captorra

The Premier Legal Intake Software.

A dedicated client intake and lead management software, now part of AbacusNext.

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Legal Files

Case and Matter Management Software for People Who Value Performance.

A flexible case and matter management software for various organizations.

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HoudiniEsq

The best practice for your law firm practice.

A versatile legal practice management software that can be deployed in the cloud or self-hosted, with a focus on workflow automation.

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PracticePanther

The leading law practice management software.

A cloud-based law practice management software with features for case management, billing, and client intake.

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Litify

The Legal Operating Platform.

A comprehensive legal practice management platform built on Salesforce, with powerful intake and case management capabilities.

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MerusCase

The Ultimate Legal Practice Management Software.

A cloud-based practice management software specializing in workers' compensation, employment, and construction defect law.

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PerfectLaw

All-in-One® Software for Law Firms.

An integrated suite of software for law firms that includes case management, billing, accounting, and a dedicated conflict of interest module.

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iManage Conflicts Manager

Modernize conflicts of interest management.

An advanced software solution from iManage designed to streamline the conflicts of interest management process for large firms.

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Legal Files

Case & Matter Management Software.

A versatile case and matter management software for law firms, corporate legal departments, and government agencies.

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AbacusLaw

The original all-in-one legal software.

A comprehensive legal practice management software that can be deployed in the cloud or on-premise.

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AbacusLaw

All-in-one legal practice management solution.

A comprehensive legal practice management software that can be deployed on-premise or in a private cloud environment.

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Zoho CRM

The technology to transform your business.

A highly customizable and affordable CRM that can be adapted for law firm client management.

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Legal Files

Case and Matter Management Software.

A long-standing case and matter management software for law firms, corporate legal departments, and government agencies.

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AbacusLaw

The original all-in-one legal practice management software.

A long-standing, comprehensive practice management software with both cloud and on-premise options.

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Amicus Attorney

The world's leading practice management software for lawyers.

A comprehensive legal practice management software with a focus on organizing case files and client information.

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ProLaw

Connecting the business and practice of law.

A comprehensive business management solution from Thomson Reuters for mid-sized to large law firms and corporate legal departments.

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PCLaw

Practice management, billing, and trust accounting for law firms.

An on-premise legal practice management software offering integrated billing, accounting, and matter management.

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AbacusLaw

Full-Service Legal Practice Management Software.

A comprehensive practice management software that can be deployed on-premise or in a private cloud, with integrated intake forms.

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Amicus Attorney

The world's leading practice management software for lawyers.

A long-standing case management software with options for cloud or desktop deployment, including client intake capabilities.

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Firm Central

The one law practice management software that does it all.

A cloud-based legal practice management software from Thomson Reuters, integrated with Westlaw and other TR products.

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ProLaw

Connecting your entire firm.

An integrated practice management and financial accounting solution for mid-sized firms, from Thomson Reuters Elite.

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SimpleLaw

One platform to manage your firm from lead intake through to matter resolution.

A case management software designed to streamline operations for solo and small law firms, including client intake.

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Client Conflict Check

Online Conflict Checking for Attorneys.

A standalone, cloud-based software solution designed specifically for running conflict of interest checks for law firms.

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