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.

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.

Invite your Client

Invite your client to answer some simple questions online.

Get Notified

Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Want to see Intake Forms in action?

Join our legal automation specialist on a guided tour.

Features Overview

E-Signatures

Smarter Forms

Document Management

Intake Forms

Self-Service Portal

Book a Live Demo

Create a Free Document

Watch a Video

Intake Forms

Stop wasting time entering client details.

Invite your Client

Invite your client to answer some simple questions online.

Get Notified

Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Invite your Client

Invite your client to answer some simple questions online.

Get Notified

Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Want to see Intake Forms in action?

Features

Legal

Company

Partners

Why Smarter Drafter

Try For Free

Features Overview

E-Signatures

Smarter Forms

Document Management

Intake Forms

Self-Service Portal

Book a Live Demo

Create a Free Document

Watch a Video

Intake Forms

Stop wasting time entering client details.

Invite your Client Invite your client to answer some simple questions online.

Get Notified Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Invite your Client Invite your client to answer some simple questions online.

Get Notified Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Want to see Intake Forms in action?

Features

Legal

Company

Partners

Why Smarter Drafter

Try For Free

Invite your Client

Invite your client to answer some simple questions online.

Get Notified

Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.

Invite your Client

Invite your client to answer some simple questions online.

Get Notified

Once your client has entered their details and submitted the form, you’ll receive a notification so you can complete the process.

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’.