Intake Form
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.
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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