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.