Cloud based client intake software for legal firms of all sizes

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.

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Go paperless with legal client intake software

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. 


Automatically sync Contact Information 

PracticePanther’s cloud-based client intake software automatically syncs intake form data as Contacts, saving staff time on manual data entry and reducing errors.


All client information saved in the cloud 

Tired of running out of storage space? Keep your valuable client intake information safe and accessible with our secure cloud based client intake software.

PracticePanther showing new client intake forms

Showcase your brand with customized intake forms 

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.


Build unlimited amounts of intake forms for various practice areas 

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 intake forms with custom fields to streamline the data entry 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.

PracticePanther dashboard showing new client intake forms

Rest easy knowing all is safe and sound

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.

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Place customized intake forms in high visibility areas 

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. 


Experience a seamless, efficient, and easy-to-manage client intake process

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 insights into the client journey

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.

Frequently Asked Questions

What is legal client intake software, and how can it benefit law firms?

How does the use of legal client intake software differ between small-sized and large-sized law firms?

What factors should be considered when choosing a client intake software solution?

What does it mean for a client intake software to be "cloud based," and what are the advantages of this approach for law firms?

How can legal client intake software transform the client intake process for law firms of all sizes?

Start your free trial today

PracticePanther is the leading legal practice management software. Start a free trial today and discover the power of automation at your firm.

Law practice management software made easy

We help you do right by your clients and get you home for dinner on time. Win-win.

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