Spin up a tailored intake to collect answers and supporting files from a client.
Organise client responses and documents automatically according to your filing system.
Gate access control and work with multiple clients for complex intakes.
Applications
Kickoff
Turn a checklist into a guided intake that works on any device.
Creation
Automatically create follow-up documents such as a letter of intent.
Sync
Maintain an up-to-date immutable trail for each matter.
Frequently Asked Questions
What does client intake software help me achieve?
Client intake software helps firms collect structured information, capture more leads, and produce documents faster.
How does intake data integrate into drafting workflows?
Client responses can be used for rules-based or AI-assisted document drafting.
Can clients complete an intake on any device?
Yes. Guided intake flows can be completed across devices. Clients can start/stop at any time, and progress is tracked.