Ways to Automate Client Intake for Lawyers

Lawyers spend fewer than three hours each day on billable duties, according to the 2019 Legal Trends Report. Is that even possible?

Administrative duties may take longer than you expect. Take, for example, client intake: You may take a call, have your new client fill out a form, re-enter the data from the form into your practice management software, and then rewrite the same information in your engagement letter. Before you can realize it, you or your employees have (on average) spent an hour or more on non-billable monotonous and repetitive work.

In cases like these, automation can prove to be extremely beneficial. You can simply onboard new clients in a fraction of the time with less data entry – and less risk of error. As a result, you and your clients will be happier and this will enable you to spend more time on your practice.

Here are some ways to go about it:

Make use of client intake software.

Many systems, available in present times, automate various aspects and steps of the client intake process, whether by simplifying the design of intake forms or by allowing clients to utilize e-signatures to sign papers without having to meet face-to-face.

The best products interface directly with your practice management software, so when new clients complete an intake form, a further contact or matter is created automatically.

Clio Grow

Clio Grow is a tool designed exclusively for law firms in client intake and customer relationship management (CRM). It offers simple dashboards like the Matter Pipeline, which allow you to monitor the current status of each potential client in real-time and track where your leads are coming from, allowing you to target your marketing efforts and build your business. You can also use Clio Scheduler to streamline the appointment booking process by enabling clients to arrange their appointments (available in Clio Suite). Clio Grow, best of all, works in tandem with Clio Manage.

Intake 123

You may create customized online intake or onboarding forms for your practice/clinic using Intake 123. Intake 123 papers can be embedded on your firm’s website to collect information from potential clients. It is integrated with Clio; contacts and matters can be generated and updated instantly on Clio when a customer fills out these forms.

Amiqus ID

Amiqus ID allows you to securely capture customer intake data and critical documentation with end-to-end encryption. Amiqus also provides identity and compliance checks, as well as other services.


Traklight simplifies customer intake while also elucidating a prospective client’s legal requirements. Questionnaires are included in the programme to identify business risks, intellectual property difficulties, and contract requirements, so clients may better grasp the value of the legal services they’re receiving.

Use an online service that combines customer intake and billing

Potential clients are likely to hunt for additional information before hiring you, whether they find you through an internet directory or hear about you from a family member. You need a professional and well-built website that communicates properly what your firm does. You may employ a web designer or develop your website, but you also can use legal-specific website platforms and services that are tailored to your firm’s needs.

Many of these programmes will also assist you in automating your firm’s customer intake. Here are a few possibilities:


LawLytics is a website-building tool that allows you to construct an endless number of customizable forms that can be posted anywhere on your site. In addition, information from your companies will be pulled straight into Clio if you utilize LawLytics with Clio—no need to install a separate plugin for your website.


DirectLaw is a virtual law firm platform. It comes with several features, including a client-facing legal document automation platform and a secure online client intake site to bring in new clients and communicate with existing ones. In addition, clients and issues from DirectLaw may be exported directly to Clio, allowing you to retain all of your essential firm data in one location.


All of us have twenty-four hours in a day, and you can’t avoid the day-to-day administrative needs of your law firm. However, with some research, law firm management software can let you spend less time worrying about data entry and more time assisting your clients.

Take a look at these tools to see which one works best for your company, but keep in mind that your choice isn’t fixed in stone. You can permanently alter your procedure or test out a new product to make client intake at your firm more effective for you and more pleasant for your clients as technology evolves.

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