Conditional intake forms
Show the right questions by practice area, case type, and prior answers.
Web-to-lead forms
Capture website inquiries directly in the intake pipeline without re-keying.
Rapid follow-up
Send immediate text and email responses while the prospective client is still looking.
Branching call scripts
Guide intake staff through consistent questions and next steps.
AI lead screening
Screen inquiries around the clock and offer qualified prospects a consultation time.
Secure uploads
Collect photos and documents from prospects in a protected portal.
Features
Everything your intake operation needs, connected.
Open any area to see what it does. Every feature is included for the whole firm.
Build intake around the way your firm works.
One-time design and setup starting at $399, monthly estimated at $99, every feature included.