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.
Legal client intake software is a digital resource that simplifies and fastens the client intake process for law firms. The software automates the client intake process, allowing law firms to collect information more efficiently, onboard clients more seamlessly, and start working on legal matters faster. Additionally, legal client intake software helps law firms to establish a more organized, secure, and modernized intake process.
The use of legal client intake software can vary depending on the size and needs of a law firm. For instance, small or solo law firms may not require multiple client intake forms if they only specialize in one practice area. In contrast, larger law firms that have multiple practice areas may need to use multiple client intake forms to ensure efficient data collection for each area.
Ultimately, the use of legal client intake software should be tailored to the specific needs and current processes of each law firm. There is no one-size-fits-all approach to using legal client intake software, and firms should assess their individual requirements before deciding on the best approach.
Choosing the right client intake software solution for a law firm is a critical decision, and several factors must be considered. Here are some of the main factors that law firms should take into account:
By carefully evaluating their unique needs, law firms can determine how to leverage legal client intake software to streamline their intake process, enhance efficiency, and deliver better outcomes for clients.
A cloud based client intake software is software that stores all the information on the cloud, meaning all information can be accessed through an internet connection. One of the key benefits of cloud based software is that it provides unlimited storage capacity for law firms, freeing them from the worry of limited storage and data loss.
Legal client intake software transforms the client intake process with a modern and efficient way to manage the client intake process. Compared to traditional manual processes, client intake software offers several benefits, such as easy accessibility through the Internet and streamlined data entry. By eliminating manual data entry, legal client intake software significantly reduces the risk of human error, leading to greater accuracy and efficiency in the intake process.
Using legal client intake software can open up new business opportunities for law firms. With a digital intake process, law firms can quickly and easily gather critical client information, populate important information with custom fields, and respond faster to client requests.
PracticePanther is the leading legal practice management software. Start a free trial today and discover the power of automation at your firm.