Built around firm review
Every request can carry contact details, practice area, source page, consent, intake answers, and appointment context for attorney or staff review.
Intake software
Law firm intake software for safer consultation requests
Collect the right visitor information, route it into CRM, and keep legal-advice boundaries clear before the firm responds.
Plain answer
What law firm intake software should do
Intake software should not be a long disconnected form. It should help the visitor request a consultation, explain the limits of online intake, and give the firm an organized lead record with source context.
- Forms, booking, and AI intake can create lead records
- Possible opposing-party fields stay labeled as possible matches only
- Attorney review remains the gate before legal advice
Connected to booking and CRM
The intake path can create a CRM lead, attach booking details, and keep follow-up work visible instead of sending information into a loose inbox.
Designed for legal safety
The assistant and forms collect information for the firm but do not evaluate case merits, provide legal advice, or create an attorney-client relationship.
Questions
Common questions
Does intake software replace a consultation?
No. It collects information for firm review and helps request a consultation.
Can AI answer legal questions?
No. AI intake is limited to firm information, process guidance, lead collection, and booking support.