Legal Client Intake System

Streamline Client Onboarding with AI-Powered Legal Intake

Capture and manage leads from multiple channels, streamline onboarding with customizable intake templates, and accelerate case or matter creation

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Dynamic Forms for Legal Teams to Customize Client Interactions

Custom Intake Form

Create custom intake forms for clients, tailor your form according to the legal team or law firm client intake process needs.

Share Intake Form with Ease

Seamlessly share intake forms of clients or potential leads and collect all the necessary information needed for lead management that leads to conversion.

One Place for all Lead Requests

Stop juggling across multiple platforms, store and manage all your lead requests at one place with MatterSuite’s lead management software.

Keep Track of Intakes

Get an overview of all client intake, stay updated with leads date, and keep track of incoming leads over a period.

Manage, Review, Approve, and Convert Leads Into Clients

MatterSuite lead management software allows legal teams to seamlessly store potential leads, review them efficiently, and approve them as needed. Convert leads into a client with ease.

Go paperless with MatterSuite’s custom online intake forms and eliminate the need of manual labour to save time for your in-house team.

Create a Standardized legal intake process for your legal team or law firm. Make it easy for potential clients to engage with your law firm.

Effortlessly capture all essential details for your new matter or contact in one place, leveraging legal department client intake software.

Expand your reach & let our legal client intake software work for you. Add your form to multiple channels to accept leads from anywhere.

How it Works

Create Your Lead Form

Legal intake software to tailor your legal team or firm's specific needs. Customize form fields, manage form grids, and create seamless intake for clients.

Share URL with Client

Create unique online lead forms URL and share it with the potential client to collect data for lead analysis.

Review and Analyze Client Submissions

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

Approve and Onboard Leads Seamlessly

After reviewing leads, approve them and onboard the client through intake software for legal departments. Add leads to specific matters or contacts.

See what our clients are saying

5.0 rating based on 1,234 ratings

I used to struggle to capture leads from my website. After adding my MatterSuite intake URL, everything changed—I started receiving leads and contact information from potential clients effortlessly. If your legal team has a website, attaching your intake link is a game-changer

Sarah N

Managing Partner, Law Firm

4.0 rating based on 1,234 ratings

Previously, we juggled between a separate lead management system and our legal software. It was chaotic and hard to keep track of every lead. Switching to MatterSuite has been a huge relief—now we manage all leads, matters, and clients seamlessly in one place

Vasquez J

Legal Operations Manager

5.0 rating based on 1,234 ratings

 

The configurable intake form is my favorite feature. I can add fields based on our requirements. Some matters require extensive information, and our previous software lacked flexibility, making it difficult to adapt. With MatterSuite, we can customize as many fields as needed, saving time and effort

Dan K

Senior Associate

Sync MatterSuite with the Tools You Love

We make it easy for legal teams to capture and manage leads

Start your 14 day free trial. Full access. No credit card required to sign up.

Frequently Asked Questions

Legal client intake and lead management software is a dedicated system that helps law firms and legal teams to organize their intake process. This includes collecting information from potential clients, reviewing intake forms, and onboarding clients. The software helps in streamlining the overall intake process. Additionally, it helps the legal team to bridge the journey of the lead from finally becoming a client.
The legal intake software for the in-house teams can streamline the complete process of intake by collecting, managing, and storing client information. By automating and reducing manual data entry, legal teams can ensure all data is captured in a centralized way. Speed up the process of onboarding clients and enhance the overall productivity of the team.
Some of the must-have features of cloud-based client intake software include: Customization: Having a customizable legal client intake software is crucial as it allows you to create forms according to requirements. You can add advanced custom fields, collect more information or tailor it according to your practice areas. Centralize legal intake: The software should have all leads at one place, making it more accessible and manageable for law firms. Seamless onboarding process: Making the client onboarding process easy is crucial. Additionally, it can also automate onboarding. Secure data storage: The legal lead management software should be able to store all the data securely within the software or on the cloud.
Yes, the legal intake software can be customized to meet the needs of the corporate legal team, law firm, and other legal departments. Even MatterSuite provides a certain customization option to legal teams.