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Client Intake Software

Lawmatics

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Website: govdocs.com.

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Best Website Design for Immigration Lawyers in 2025

Clio

A simple, easy-to-use website platform designed specifically for lawyers with built-in lead generation best-practices and client-optimized features like online payments, appointment booking, and data reporting. Open source software designed for website content management with custom designs and free law firm website templates.

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The Best Legal Billing Software for Large Firms in 2024

Clio

Backed by Clio’s industry-leading security features and protocols, Clio’s cloud-based billing software empowers firms to send bills securely electronically via a client portal and collect payments online through secure click-to-pay links. It enriches a tech stack. Pros: It’s comprehensive.

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4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

1 From Friction to Flow: Automating Your Law Firm's Client Intake Process You understand how important it is to provide personalized and efficient services to your clients. However, the client intake process can often become a major bottleneck, causing frustration for potential clients and your staff.