Qualify every legal lead before the first conversation
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
Preview 14 intake templates for administrative and regulatory law, including administrative appeals and writs, administrative hearings before alj, agency rulemaking and comments.
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Appellate Practice
Preview 11 intake templates for appellate practice, including administrative appeals, appellate brief drafting, civil appeals.
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Bankruptcy Law
Preview 22 intake templates for bankruptcy law, including adversary proceedings, automatic stay enforcement, bankruptcy appeals.
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Business and Corporate Law
Preview 49 intake templates for business and corporate law, including accounts receivable and b2b collections, aircraft purchase sale and leasing, antitrust litigation.
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Civil Rights and Constitutional Law
Preview 13 intake templates for civil rights and constitutional law, including ada title ii and iii accessibility, due process and equal protection, fair housing act claims.
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Construction Law
Preview 18 intake templates for construction law, including aia and ejcdc agreements, bid protests and disputes, change order and extra work claims.
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Consumer Law
Preview 19 intake templates for consumer law, including arbitration representation, auto fraud and yo-yo financing, consumer class actions.
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Criminal Defense
Preview 47 intake templates for criminal defense, including arson, assault and battery, asset forfeiture defense.
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Education Law
Preview 14 intake templates for education law, including athletics and nil compliance, bullying and harassment, charter and private school issues.
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Elder Law
Preview 12 intake templates for elder law, including asset protection for seniors, assisted living and facility contracts, caregiver and family agreements.
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Employment and Labor Law
Preview 32 intake templates for employment and labor law, including ada accommodations, age discrimination, background checks fcra.
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Entertainment Sports and Media Law
Preview 14 intake templates for entertainment sports and media law, including content clearance and errors and omissions, defamation and media litigation, esports agreements.
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Environmental Law
Preview 13 intake templates for environmental law, including administrative appeals, air and greenhouse gas permitting, cercla superfund and brownfields.
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Estate Planning and Probate
Preview 50 intake templates for estate planning and probate, including advance healthcare directives and living wills, ancillary probate, asset protection trusts.
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Family Law
Preview 27 intake templates for family law, including adoption, annulment, assisted reproduction and surrogacy.
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Healthcare Law
Preview 17 intake templates for healthcare law, including behavioral health compliance, certificate of need, corporate practice of medicine.
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Immigration Law
Preview 28 intake templates for immigration law, including adjustment of status, advance parole and travel documents, asylum and withholding.
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Insurance Law
Preview 16 intake templates for insurance law, including bad faith litigation, builders risk, business interruption claims.
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Litigation
Preview 1 intake template for litigation, including data center litigation.
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Maritime and Admiralty Law
Preview 14 intake templates for maritime and admiralty law, including cargo damage and loss, charter party disputes, cruise ship passenger injuries.
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Mass Torts
Multi-plaintiff product / drug / device / chemical exposure litigation
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Military Law
Preview 10 intake templates for military law, including administrative separations, appeals and clemency petitions, article 15 non-judicial punishment.
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Personal Injury
Preview 56 intake templates for personal injury, including amputation injuries, amusement park injuries, asbestos and mesothelioma.
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Real Estate Law
Preview 36 intake templates for real estate law, including 1031 exchanges, agricultural and ranch property, boundary and encroachment disputes.
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Securities Law
Preview 13 intake templates for securities law, including blue sky compliance, broker-dealer compliance, crowdfunding reg cf and reg a.
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Social Security and Disability
Preview 12 intake templates for social security and disability, including appeals council, continuing disability reviews, federal court appeals.
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Tax Law
Preview 27 intake templates for tax law, including cryptocurrency and virtual currency tax, currently not collectible, entity tax structuring.
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TENORM
Technologically Enhanced Naturally Occurring Radioactive Material exposure (oil and gas industry)
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Workers Compensation
Preview 12 intake templates for workers compensation, including claim filing and administration, death benefits, denied claim appeals.
View intakes →Information legal teams need before the first conversation
Across every legal service, Cliont intakes are built to capture:
Law firms and attorneys across every practice area — from personal injury and family law to immigration, bankruptcy, and tax law — who need to screen prospective clients on matter type, jurisdiction, and key facts before committing attorney time to a consultation.
- 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
Connect your CRM
HubSpot, HighLevel, monday.com
Connect your legal software
Lawmatics, MyCase, Clio Manage and Clio Grow
Notify your team
Email, SMS, Slack
Configure other destinations
Google Sheets, configured webhooks, Zapier and API workflows
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.