Intake Forms

Transform your instruction-taking process and deliver a better client experience with Intake Forms. Spend time giving legal advice and building relationships instead of taking notes and entering details.

Schedule a demo

Stop wasting time entering client details.

Each Smarter Drafter document is linked to a client-friendly Intake Form. Simply send the link to your clients and they’ll be able to complete a Smart Q&A Form online that you can review, edit and submit to generate the document.

Want to see Intake Forms in action?

Join our legal automation specialist on a guided tour.

Schedule a demo