Client Intake Forms

More business, less busy work with custom new client intake forms

Accelerate the growth of your law practice by engaging and retaining new clients with Lawmatics legal intake solutions. Developed by attorneys and legal technology experts, our platform streamlines your processes so you can prioritize the things that matter most.
Client Intake Forms
So very glad we invested in this program when we did. We are getting more use out of it than we imagined we would ever have to. We are now using an automatic intake form, video-conferencing through GoToMeeting for our consultations, and e-sign with our rep. agreements.
— Alicia Bostrack, Orchard Law Firm

All-in-one Automation in Law Firms

Automate the entire client intake journey

With our all-in-one legal CRM, you can seamlessly move leads through the client intake process with custom, marketing automation workflows. Our technology is designed to simplify the process and eliminate chaos, while making a positive impression on your future clients.
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Automation in Law Firms
Form Builder

Form Builder

Build a custom law firm intake form for your clients

We make it easy to create your own intake process and efficiently capture the client information you need with a client intake form template for law firms. Simply define the details you want to collect based on your practice area and case type and build custom templates.

By establishing a clear and consistent process for client intake, you can save time, eliminate pesky errors and keep everyone in your practice on the same page.
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Appointment Scheduling

Appointment scheduling made effortless

Make it easy for your clients and leads to schedule time to meet with you. Simply sync your calendar, set your availability and allow them to book an appointment around your existing schedule. Say goodbye to double bookings, no-shows, mix-ups, and excessively long email chains trying to pinpoint the best time and date to meet.
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legal client intake software
electronic signature for legal documents

Electronic Signature for Legal Documents

Retain clients faster with legal document e-signature

Eliminate lengthy back-and-forths by getting the signatures you need quickly and securely. Focus on your clients’ cases and let Lawmatics manage the rest.
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File Requests

Stop chasing after documents

With our legal intake software, it’s easier than ever to collect and access files. Using file request templates, you can collect necessary documents from your clients electronically with ease.
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legal client intake software

Law firms love Lawmatics

Our customers give their clients the client-focused experience they deserve. Learn how they do it all with Lawmatics.
attorney client software
Case Study

How Nesevich Law Used Lawmatics to Drive More New and Repeat Business

With the help of Lawmatics, solo estate planning and elder law attorney, Russ Nesevich from New Jersey found a new strategy in growing his practice
Chris Gaddy
Case Study

How Nice Law Firm increased onboarding by 70%

With Lawmatics automation tools and integrated partner solutions, Nice Law Firm accelerated the client onboarding process by 70% and cut time spent on manual processes in half
Case Study

Complete visibility of the entire client journey

How Lawmatics helped Miller Estate and Elder Law increase the overall effectiveness of their marketing efforts while improving the client experience

Take the stress out of client intake

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Contact us if you have any questions
(800) 883-1105