Legal client intake software designed to optimize your client intake process to minimize human errors and gather client information quickly, so you can get to the good stuff faster.
Provide clients with a digital intake form that they can complete at their convenience on any device. Whether it is on a laptop, cellphone, or tablet, streamline your onboarding process while giving clients the flexibility they need.
PracticePanther’s cloud-based client intake software automatically syncs intake form data as Contacts, saving staff time on manual data entry and reducing errors.
Tired of running out of storage space? Keep your valuable client intake information safe and accessible with our secure cloud based client intake software.
Your Intake forms are your virtual doorstep. Create a lasting impression with customized, branded, and professional-looking intake forms that showcase your unique brand identity. Make a statement from the start with our law firm intake software to create branded intake forms with your firm’s logos and brand colors.
Intake forms are not one-size-fits-all. Stop relying on generic intake forms for all practice areas. Create unlimited versions of intake forms based on practice areas and streamline your overall client intake process.
Populate your unique intake forms with custom fields, so you can capture all the information you need to begin working on a client’s case. Our law firm client intake software makes it that simple for you to gather client information.
When it comes to your clients’ data, security is of the utmost importance. That’s why PracticePanther uses 256-bit SSL encryption and CAPTCHA to secure all form submissions, whether they’re made on a phone or a computer. Everything you save on PracticePanther is protected, giving you peace of mind that your clients’ information is safe and secure.
Take on business faster by placing your client intake forms on high visibility areas such as your website, email signatures, and more. Make your intake forms more easily accessible, so you can onboard clients faster.
Our cloud-based client intake software is designed to support you from the first touchpoint to onboarding a new client. Experience a streamlined client intake process from start to finish.
Gain a deeper understanding of how clients discover your law firm with our legal intake software. By adding custom fields to your unique intake forms, you can capture important information about where your leads are coming from. Use our custom tags to track and analyze this data, enabling you to make informed decisions about scaling your firm’s growth.
PracticePanther is the leading legal practice management software. Start a free trial today and discover the power of automation at your firm.
