Legal Client Intake Software

Lead management software is a dedicated system that helps in-house legal teams to organize their intake process. This includes:

- Capturing inquiries from websites, forms, calls, or email. And automatically organize leads by status, urgency, and practice area.

- The software tracks communication and follow-ups without the chaos of back-and forth calls and messages.

- With the help of legal intake software the legal team can convert potential leads into contacts and clients.

- It moves qualified leads directly into matters, clients or contacts and helps onboarding clients.

The software assists in-house teams in streamlining the overall intake process. Additionally, it helps the legal team to bridge the journey of the lead from finally becoming a client.

Client intake software automates and simplifies how in-house teams gather, organize, and manage new client matters. It replaces the old process with customizable intake forms that capture leads directly from emails.

The legal intake software helps teams to instantly check conflicts, organize leads by priority and matter type, and convert potential leads into organized clients, eliminating double entries and errors. It ensures faster response time, reduces administrative tasks, helps teams prioritize high-value matters, and streamlines workflow all at one centralized platform.

Legal intake software streamlines how in-house legal teams capture, organize, and convert leads into potential clients. Here are some of its important features:

- Customizable intake forms to collect leads from websites, emails, or social media. Made for the specific needs of in-house teams.

- Conflict checks at an early stage lead to identifying clients and matters of conflict.

- Convert potential leads into contact or client profiles, ensuring seamless working while reducing duplicate entries.

- It checks news leads and directs each qualified matter to the right team or attorney.

- Instantly record and timestamp all interactions—emails, calls, and chat—so every detail is captured in one searchable history.

- Submit in‑house help or resource requests through simple forms, and the software routes them for approval without extra emails.

- With one click, convert qualified leads into active matters, carrying over all intake data and documents into your matter management system.

Stay compliant with legal standards and ensure regulatory standards with legal intake software.

A legal intake system can help legal teams by streamlining the process of collecting new client information in an organized way. It saves time by automating data entry and document handling. All details and documents are stored in one place, making them easily accessible.

With customizable multilingual forms, the in-house teams can design forms as per the need. And clients can fill out online legal intake forms any time, avoiding the hassle of back-and-forth calls and emails. The in-house teams can manage leads by priority, and with the help of the legal intake system, in-house teams can convert potential leads into clients or contacts.

There are numerous ways in which in-house teams can benefit from legal client intake software forms. Some of the benefits are mentioned below:

- Legal intake software collects client details automatically from websites, social media, or emails.

- It helps in creating different client intake templates based on matter type as per the needs of the in-house teams.

- Customize the client intake form to collect specific client or matter details by adding multiple custom fields.

- Check conflict to identify any potential client or matter conflicts at the beginning of the intake process.

- Stay compliant with legal standards and store and share all information related to clients or matters in one place.

- Converts potential leads into contacts and clients with all the details already available, helping to avoid double entry.

The process starts with a centralized place, like an online form or portal, where anyone interested requests legal help. As soon as the request comes in, the system automatically checks for conflicts to avoid double entry. After that request is categorized, leads by matter, and a standardized form is used to gather all the details.

Once everything is done and sorted, an engagement letter is sent for e-signature, and a matter is created in the firm's system and assigned to the member of the in-house team. From this point onwards, legal intake software tracks tasks and deadlines and sends reminders to streamline the workflow.

With online client intake forms, the legal in-house teams can automate the process of collecting client details, organizing them in one place, and differentiating them by matter. Some of the ways in which intake software improves legal teams' efficiency are mentioned below:

- It automates repetitive tasks and collects information from social media, emails, and in-house team websites.

- Standardized forms help and guide clients to provide all the necessary details, with conflict checks at the early stage to avoid double entry.

- Categorize leads based on matter type and urgency to prioritize high-value matters and convert qualified leads into clients or contacts.

- Review leads and matter details collected from online client intake forms, and analyze submissions from all sources to streamline the client intake process.

- Ensure compliance with legal industry standards, role-based access, and ISO-certified infrastructure to securely store and share client data.

Yes! intake software like MatterSuite, offers customizable options to meet needs of in-house legal teams. It customized as many client intake forms as needed, each matter can have its own custom fields. Its in-built multilingual feature helps to translate custom client intake form in multiple languages, streamlining collaboration with global clients.

Leads management software becomes an essential tool for in-house legal teams as it helps in collecting and organizing client information on a centralized platform. Its customizable features help the team to create forms as per the needs, while its built-in multilingual support helps to collaborate globally.

The system provides conflict checks at an early stage to avoid double entry; it converts potential leads into contacts. All the client information and matter-related data, and docs are stored in cloud storage while ensuring legal standard compliance and role-based access to give full control over data to in-house legal teams. These features make a legal intake system a must-have for legal teams.

In-house legal teams widely used a lead management system for collecting and organizing client information. It reduces by half the time the team spends on the intake process.

Its features, like conflict check, helps to avoid double entry, categorization of leads based on urgency, or matter, it handles leads in a better and more organized manner.

The legal team can convert qualified leads into clients or contacts. The system ensures industry-level compliance to ensure all the client information and matter-related data is safe and secure, while storing every piece of information in cloud-based storage gives easy access to documents.

A client intake software like MatterSuite is a customizable software created to fit the needs of in-house legal teams. Client intake is a built-in feature and is already included in subscription. Access conflict checks, customizable cleint intake forms with built-in multilingual support, and all other features by subscribing to MatterSuite.