Transform Legal Client Intake

Save 2-3 hours per client with intelligent questionnaires and secure e-signatures. Clients complete intake forms before appointments, eliminating manual data entry and streamlining your practice.

Save 2-3 Hours

Automated intake eliminates manual paperwork and data entry tasks

4 Languages

English, Spanish, Haitian Creole, Russian

HIPAA Secure

Bank-level encryption and audit trails

Professional Subscription Plans

Starter

$29.99/month

  • Up to 50 clients/month
  • Basic questionnaire templates
  • E-signature capability
  • Email support
  • 4 languages included
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Professional

$79.99/month

  • Up to 200 clients/month
  • Custom questionnaire builder
  • Batch document processing
  • Firm branding options
  • Priority phone support
  • Advanced analytics
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Enterprise

$199.99/month

  • Unlimited clients
  • Advanced workflow automation
  • API integrations
  • Custom development
  • Dedicated account manager
  • White-label options
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No setup fees • Cancel anytime • 30-day money-back guarantee