Legal Client Intake Software
Continuously capture and deploy client information
Spin up a tailored intake from a document template to collect answers and supporting files in one flow.
Organise client documents and trigger automatic document creation.
Integrate information from multiple stakeholders for complex documents.
Integrations
Kickoff
Turn a checklist into a guided intake completable on any device.
Creation
Built for frictionless follow-up document automation.
Sync
Keep information up-to-date with an immutable audit trail.
Frequently Asked Questions
Client intake software helps firms collect structured information, capture more leads, and produce documents faster.
Client responses can be used for rules-based or AI-assisted document drafting.
Yes. Guided intake flows can be completed across devices. Clients can start/stop at any time, and progress is tracked.