Engage and retain new clients in moments, from anywhere
Intake Management Solutions
Intake Automation
Prospect Management
Referral Tracking
Reporting
Breeze through your lead nurture and client intake process
Intake Forms
Instantly transform form submissions into structured client records, reducing manual data entry and ensuring a smooth, error-free onboarding process.
Automated Call Tracking
Captures and log all client communications, seamlessly linking conversations to client profiles for efficient follow-ups and performance insights.
Effortlessly track and analyze your referral channels
Gain insights into which sources bring in the most valuable leads and enhance your referral strategies.
Monitor intake metrics, prospect activities, and referral performance to make informed decisions and improve results.
Access detailed reports and analytics effortlessly.
Frequently Asked Questions
Using client intake software offers several key benefits:
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Efficiency: Automates the data collection process, reducing the time spent on manual entry.
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Improved Client Experience: Provides potential clients with a user-friendly way to submit their information, making the process smoother and more accessible.
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Better Organization: Centralizes client data, making it easy to track leads and follow up promptly.
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Enhanced Accuracy: Reduces the risk of errors in data entry, ensuring that critical information is captured correctly.
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Informed Decision-Making: Helps assess potential cases quickly, allowing you to make informed decisions about which leads to pursue.
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Once a potential new client becomes a client, the following typically happens:
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Data Transfer: Their information from the intake process is securely transferred to your case management system.
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Case Assignment: The client’s case is assigned to the appropriate attorney or team within your firm.
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Onboarding: You may initiate an onboarding process, which could include setting up initial meetings, collecting further documentation, and discussing the case strategy.
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Ongoing Communication: Establish a communication plan to keep the client informed about their case progress and next steps.
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Documentation: Create and manage any necessary legal documents related to their case within your practice management system.
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Yes, you can reuse legal client intake forms and documents. Most client intake software, including CoCounselor, allows you to create customizable templates that can be easily reused for future clients. This feature saves time, ensures consistency, and helps maintain compliance with your firm's procedures. You can also update these forms as needed to reflect any changes in your practice or legal requirements.
What is client intake software?
Client intake software automates and organizes the client intake process. This includes collecting information on potential new clients, making sure they’re a good fit for your law firm, scheduling consultations and other client intake meetings, and retaining them as a paying client.
Optimize your lead management, enhance client engagement, and boost your firm's productivity
Integrated Communication
seamlessly integrate with email, SMS, and phone systems to communicate with leads directly from within the platform
Workflow Management
Automate key tasks and stages in the intake process, from initial contact to case onboarding.
Centralized Lead Tracking
Organize and monitor all prospects from a single dashboard, ensuring no lead is missed.