Intake Form Pro – AI-powered client intake for law firms

Summary: Intake Form Pro automates client intake for law firms using AI-generated case briefs, lead scoring, red flag detection, appointment scheduling, e-signatures, and a client portal. It accelerates follow-up and improves client conversion by addressing slow intake processes.

What it does

It collects client information through intake forms and uses AI to generate case briefs, detect risks, score leads, send instant alerts, schedule appointments, and manage e-signatures within a client portal.

Who it's for

Solo and small firm attorneys seeking to streamline client intake and reduce lost prospects due to delayed follow-up.

Why it matters

It solves slow, inefficient intake workflows that cause law firms to lose potential clients to faster competitors.