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Ready-Made Client Intake
A pre-built intake system for law firms. Prospective clients submit their matter through a structured form, the system runs your conflict checklist, opens a matter file, and gives the client a portal to upload documents and follow status. Setup is configuration, not development: we adapt the intake fields, document categories, notification rules, and branding to your practice. It is the same core system every firm gets, which is exactly why it costs a fraction of a custom portal and goes live in days.
What's included
- Structured client intake form and conflict checklist
- Matter file creation and status workflow
- Secure document upload with categories
- Client portal to track their own matter
- Email notifications on every status change
- Admin panel for staff
- First year of hosting, security, monitoring, and backups included
- Data export on request — your data stays yours
What happens next
- 1Secure your package and tell us where to reach you.
- 2We confirm scope and start date by email within one business day.
- 3You follow progress online and review at each milestone.