Client Intake Form

Create custom client intake forms and keep a track of potential clients

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

Capture your client's data with ease with intake forms

The Client Intake process is all about ensuring a prospective client is the right fit for a firm. For a proper intake process you need software that properly captures the integral data in the first place. CaseFox allows you to capture your client’s data efficiently with client intake software

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.

casefox intake form software for law firm

Automate law firm’s intake form online process

Increase your business leads with the Client Intake Software of CaseFox. Convert leads into paying clients with easy-to-use client intake software. Advance law firm automation results in productivity and efficiency.

Estimate your incoming clients

Keep a track of your expected clients, view their behavior, and take decisions for follow-up and the upcoming process to turn them into paid clients. Viewing this will help you to increase the percentage of your client base.

Software for Small Law Firm

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.
Client And Case Management
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 accounts. You can also, use CaseFox File Storage.

Trust and Operating Accounts
Ledger And Accounting

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

Other useful Resourses
Staff Management

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

Event Calendar
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.

Top client services for the best client experience

With the premium features in all the plans offering top-notch client services when it comes to data migration and security, CaseFox makes your everyday practice easy.

The Legal billing solution is very user-friendly as it requires the least of inputs.

Best Support
Best support

Get help from our exceptional customer support team via email or phone. We are here for you.

Data Security
Data security

Protect your client’s information and firm’s data with industry-leading security methods and protocols.

Free Data Migration
Free Data Migration

Easily transfer all your data from your existing software to CaseFox.

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Our Free plan is free forever with all features. No Credit Card required