Legal Onboarding

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 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 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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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 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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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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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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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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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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