Stop wasting time entering client details.

No more menial form-filling. Our Client Intake Forms allow you to focus on giving legal advice.

How do the Client Intake Forms work?

Invite your client

Each Smarter Drafter automated document has its own matching Client Intake Form. Simply invite your client to get them to fill in all the non-legal questions. This information then directly feeds into the final document.

Embed the Client Intake Forms in your website

Professional subscribers can embed the intake forms on their website, so prospective clients can access them just by visiting the site. The forms can be styled to take on your firm’s look and feel, so that branding is consistent across your website.

Get notified

Once your client has entered their details and submitted the form, you’ll receive an email notification, so you can get started drafting as soon as they’re done.

Complete the document

All of your client’s details are automatically populated into our Smart Q&A forms. You just need to make the legal decisions and hit ‘Submit’.

How do the Client Intake Forms work?

Invite your client

Each Smarter Drafter automated document has its own matching Client Intake Form. Simply invite your client to get them to fill in all the non-legal questions. This information then directly feeds into the final document.

Embed the Client Intake Forms in your website

Professional subscribers can embed the intake forms on their website, so prospective clients can access them just by visiting the site. The forms can be styled to take on your firm’s look and feel, so that branding is consistent across your website.

Get notified

Once your client has entered their details and submitted the form, you’ll receive an email notification, so you can get started drafting as soon as they’re done.

Complete the document

All of your client’s details are automatically populated into our Smart Q&A forms. You just need to make the legal decisions and hit ‘Submit’.

A better way to collect client information

Say goodbye to copy-pasting client information from Excel spreadsheets or emails. With our new Client Intake Forms you’ll be freed up from entering non-legal details, allowing you to focus on the important bits.

Send your client an intake form and let them fill in their information. This information then directly feeds into our Smart Q&A forms which you can view and edit. This way you already have all the basic information you need to begin so you can dive straight into the legal decision-making at your first in-person (or virtual) meeting. You’ll have more time to focus on the technical aspects of the matter and give your client the legal advice for which they came to you for.

For more information, book a demo with our automation specialist or get started with a free trial now.

A better way to collect client information

Say goodbye to copy-pasting client information from Excel spreadsheets or emails. With our new Client Intake Forms you’ll be freed up from entering non-legal details, allowing you to focus on the important bits.

Send your client an intake form and let them fill in their information. This information then directly feeds into our Smart Q&A forms which you can view and edit. This way you already have all the basic information you need to begin so you can dive straight into the legal decision-making at your first in-person (or virtual) meeting. You’ll have more time to focus on the technical aspects of the matter and give your client the legal advice for which they came to you for.

For more information, book a demo with our automation specialist or get started with a free trial now.