Create custom intake forms and keep a track of potential clients

The Client intake form is an essential part of the sales and on-boarding process. Keep track
of all the potential clients by creating a customized intake form for them.

Easily customize intake forms for your prospective clients

An Intake Form is a tool for your law firm to obtain accurate and up-to-date information that you need to perform your job. Our legal practice management software helps you create such intake forms with custom fields. You can add fields as per your needs.

Having a well-designed intake form as part of your onboarding process will help you to streamline your lead generation. It also ensures important information about and from the client is properly entered and stored. Using a client intake form can be a great way to collect this information in an organized and automated way.

Law Firm Intake Form

Features that you need

Take your firm's management on-the-go with CaseFox.
All of your clients, case, staff, invoices, payment information and billing histories are accessible at your fingertips.

Case & Client Management

Access client & case dashboard, total billable time and amount, legal invoices, documents, etc., all in one place.

Document Management

Manage documents easily
using CaseFox’s integration with
Dropbox, Box, and Google
Drive account. You can also,
use CaseFox File Storage.

Ledger And Accounting

Income and expense ledger displays your legal firm’s incomes and expenses for the year. Integration with Quickbook and Xero Accounting will make accounting easier for you.

Staff Management

Timekeepers of the firm will access CaseFox according to their given roles. You can assign them cases and track their performances.

Task And Event

Keep all your tasks and calendar events in one place. Track today’s task, late task, upcoming task, and all events trouble-free.

Invoicing & Payments

Easy one-click invoicing. Generate and download invoices for all active cases or matters in less than a minute. Record payment and generate payment receipt in one-click.

Watch the full video of Intake Form

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