Law Firm Client Intake Automation
About this offering
Automate the most time-consuming part of running a law firm: converting a new inquiry into a retained client. We build a custom intake system that captures leads from your website or referral sources, qualifies them against your practice criteria, schedules consultations automatically, and generates engagement letters — without a paralegal touching anything until the client is ready to sign. The system handles conflict checks against your existing client database, sends intake questionnaires, collects supporting documents, and populates your case management system. Firms handling personal injury, estate, family, or immigration cases see the fastest ROI. Built for law firms in Philadelphia, Center City, and surrounding PA counties. HIPAA and data security standards applied throughout.
What you'll get
- Web intake form with conditional logic by practice area
- Automated conflict check against existing client database
- Lead qualification scoring and priority routing
- Consultation scheduling with attorney calendar sync
- Automated intake questionnaire delivery and collection
- Supporting document upload portal for prospective clients
- Engagement letter generation from intake data
- E-signature integration for retainer agreements
- Case management system population on sign-off
- Referral source tracking and reporting
