Qualify every legal lead before you book a consultation
A guided intake asks each prospective client about their matter type, timeline, and the other party involved, collects any relevant documents, and routes the ones worth your time straight to your CRM.
Browse every legal intake template
Each category ships ready-to-embed, job-specific intakes — open any to try the exact experience your leads complete.
Administrative and Regulatory Law
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Appellate Practice
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Bankruptcy Law
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Business and Corporate Law
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Civil Rights and Constitutional Law
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Construction Law
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Consumer Law
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Criminal Defense
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Education Law
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Elder Law
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Employment and Labor Law
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Entertainment Sports and Media Law
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Environmental Law
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Estate Planning and Probate
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Family Law
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Healthcare Law
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Immigration Law
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Insurance Law
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Litigation
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Maritime and Admiralty Law
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Mass Torts
Multi-plaintiff product / drug / device / chemical exposure litigation
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Military Law
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Personal Injury
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Real Estate Law
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Securities Law
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Social Security and Disability
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Tax Law
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TENORM
Technologically Enhanced Naturally Occurring Radioactive Material exposure (oil and gas industry)
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Workers Compensation
View intakes →Information legal teams need before dispatch
Across every legal service, Cliont intakes are built to capture:
- Issue About Decision, Action,
- Have Written Notice, Order,
- Agency Decision Issued Within
- Already Tried Challenge Decision
- Willing And Able Request
- Agency Decision Causing Significant
- Want Ask Court Review
- Issue About Government Agency
- Received Written Notice From
- There Upcoming Deadline (Or
How legal lead scoring works
Every answer across every legal intake is weighted automatically.
Value signals
- Issue About Decision, Action,: yes
- Have Written Notice, Order,: yes
- Agency Decision Issued Within: yes
- Willing And Able Request: yes
- Agency Decision Causing Significant: yes
- Want Ask Court Review: yes
Urgency signals
- There Active Deadline Coming
- Agency Action Lead Penalties
- There Urgent Deadline Coming
- Lawyer Handle Appeal Or
- There Urgent Deadline (
- Already Asked Trial Court
Lower-fit signals
- Issue Mainly About Aviation: no
- Represented By Lawyer This: no
- Filed Bankruptcy In Last: no
- Filed Bankruptcy Before: no
- In Active Bankruptcy Case: no
- Represented By Bankruptcy Lawyer: no
Route leads by service, area, urgency, and value
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
Legal lead-intake FAQs
Does Cliont work for a firm that handles more than one practice area?
Yes. Each practice area — Personal Injury, Family Law, Immigration Law, Bankruptcy Law, and the rest — gets its own qualification intake built around the questions that actually matter for that matter type, all delivering into the same CRM.
Can the intake help us spot conflicts of interest before booking a consultation?
The intake captures the other party's name and the core facts of the dispute, so your staff has enough detail to run a conflict check before a consultation ever goes on the calendar.
What happens to inquiries that fall outside what our firm handles?
Those leads are still scored and delivered, but flagged as lower-fit so your team can decline or refer them out without spending consultation time on a matter you would never take.
Do we need a separate intake for every practice area, like Estate Planning and Probate versus Criminal Defense?
Each practice area has its own subservice page and intake tailored to that area's typical qualifying details, but they all feed the same firm-wide CRM so nothing gets tracked in two places.
Can prospective clients upload documents before the consultation?
Yes — the intake can request the specific document tied to the matter, such as a notice, contract, or citation, so your attorney reviews it before the meeting instead of during it.
Where do qualified leads end up once someone completes the intake?
Every completed intake is scored and sent to your CRM, so your staff can see priority and fit before deciding who gets consultation time.
Turn your legal traffic into signed cases
Give every visitor a guided, bilingual intake — and meet a scored, qualified lead before you pick up the phone.