FEATURE TYPE 
Client Intake

Legal Intake Software for Easy Client Onboarding

Automatically intake new clients. From conflict check to matter open, onboard your new clients in seconds with legal intake software. So you can meet their modern expectations — and gain their business — faster than ever.

Onboard new client business in fewer clicks

Automate your client intake to run behind the scenes with law firm intake software. With Automated Workflows, you can intake and onboard client business without taking your away from other high-value activities.
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Easily multitask with auto-intake

With Automated Workflows, you can automate your intake to run in the background while you tackle other to-do list items.
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Meet clients' modern expectations

Clients expect an easy, modern way to work with your firm. Show them they’re in good hands before they even step through your door with automatic intake that onboards them in seconds with cloud-based client intake software for law firms.
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Quickly grow your clientele

Grow your clientele to its optimal capacity for maximum revenue. With automatic intake, it’s easy to bring on new business without bottlenecks.

Step 1: Prospect information auto-populates in Centerbase

Save time gathering client information by adding contact forms to your Legalfit website. When prospects enter their information, it’s automatically populated in Centerbase as a Potential New Client record, thanks to client intake software for lawyers.

Step 2: Quickly complete a system-wide conflict check

Easily conflict-check your potential new client against all of your firm’s data with Boolean Searches. Even download custom conflict check results with date and time stamps for your firm.

Step 3: Automatically open matters and set appointments

Once your prospects pass their conflict check, a client contact is created in legal intake software. From here, you can use Automated Workflows to open matters, set appointments, send emails, and so much more. Eliminating any manual work and human error on your end.

More Client Intake Features

Streamline intake with custom forms

Get essential information upfront without back-and-forth exchanges. Our flexible, customizable intake forms adapt to your practice area, creating a smoother client onboarding experience. Skip unnecessary communications and tailor intake to your firm's specific needs.

Simplify intake through a secure client portal

Provide clients a straightforward, secure information-sharing platform. Through our legal intake software, clients can complete forms, upload documents, and monitor progress in real-time. Everything stays organized and accessible, eliminating the need to chase information.

Expand your practice with efficient client management

Optimize your client acquisition and information management processes. Our automated intake reduces time spent on routine tasks, allowing more focus on billable work. This enhances both productivity and client satisfaction.

Improve client communication with secure portals

Give your clients a clear and consistent way to share their information and stay updated throughout the onboarding process. Secure portals and automation in our client intake software help them know exactly what’s needed. Transparent communication speeds up intake, sets a strong foundation for your client, improves your firm’s productivity and reduces delays.

Streamline intake with custom forms

Get essential information upfront without back-and-forth exchanges. Our flexible, customizable intake forms adapt to your practice area, creating a smoother client onboarding experience. Skip unnecessary communications and tailor intake to your firm's specific needs.

Simplify intake through a secure client portal

Provide clients a straightforward, secure information-sharing platform. Through our legal intake software, clients can complete forms, upload documents, and monitor progress in real-time. Everything stays organized and accessible, eliminating the need to chase information.

Expand your practice with efficient client management

Optimize your client acquisition and information management processes. Our automated intake reduces time spent on routine tasks, allowing more focus on billable work. This enhances both productivity and client satisfaction.

Improve client communication with secure portals

Give your clients a clear and consistent way to share their information and stay updated throughout the onboarding process. Secure portals and automation in our client intake software help them know exactly what’s needed. Transparent communication speeds up intake, sets a strong foundation for your client, improves your firm’s productivity and reduces delays.

Frequently Asked Questions

Do I need a Legalfit site to populate a contact form for prospects?
Yes, you’ll need a Legalfit site to auto-populate prospects’ information entered in a form into Centerbase. Legalift integrates directly and takes information right to your intake system. Without the need for manual entry, this integration helps you respond faster and more accurately. It is the simplest way to speed up lead generation and follow-up that keeps your pipeline moving without hassle.
What is legal intake software?
Legal intake software helps law firms manage the process of bringing in new clients. From collecting contact information to opening a new account, legal intake software helps in each step. It replaces manual data entry and smoothens operations. With features like customizable forms and automated workflows, our software helps reduce errors and makes client onboarding easier for both your team and clients
How can legal intake software improve my firm's efficiency?
Legal intake software boosts your firm’s productivity by automating repetitive tasks and organizing client data from the start. Instead of manually entering information about clients, your team can customize intake forms and submit directly into the system. Automated workflows handle everything and free up your staff to focus on scaling productivity and business operations.
How does automated intake help with lead conversion?
Automated intake helps your firm convert leads faster by reducing delays, giving your clients a smoother experience from the get-go. When a potential client fills out an intake form, the captured information is stored and routed to the right person without waiting for manual processing. Automation creates momentum so nothing gets lost in the process. By speeding up the process and reducing friction between clients, you boost your productivity and the client’s experience.

TESTIMONIALS

"Thanks to our investment in cutting-edge technology and nimble workflow processes, we were able to transition to primarily remote work within one business day and with no interruptions to client service.”
Brian Winterfeldt
Founder and Principal
Winterfeldt IP Group
“If you're not evolving, and constantly changing, and improving, you're gonna get passed by eventually. And that's what I've always enjoyed here is the diversity of role and responsibility. But Centerbase allowed us to elevate it to a whole new level."
Rob Sadler
Firm Administrator
Hofheimer Family Law
“From an efficiency standpoint, there's really no question. There are less things to break. If you have an intake tool and an accounting tool and a case management tool, you have two connections there that are guaranteed to give you problems. There are going to be updates to all three of those tools that are probably gonna knock that integration a bit out of whack. So I like that Centerbase is an all-in-one tool.”
David Holl
Business Operations Manager
McKean Smith
“We wanted to customize things. And we were limited in doing that in Abacus. So that was a huge asset that Centerbase had. That was one of the big-ticket items that swayed us to choose Centerbase.”
Kim Edwards
Director of Operations and Paralegal
Allison & Mosby-Scott
"You framed it [Centerbase] around the dedicated legal operations function and a strong legal operations team. You got my attention with that, kind of speaking to my heart. Because that's what law firm administrators do. And that's what Centerbase helps us do. And that's the sandbox that you give me. It is effecting change.”
Rob Sadler
Firm Administrator
Hofheimer Family Law
“Some of our clients have unique needs that Centerbase may not have been able to accommodate right out of the box, but between our account manager and their design team, we have been able to satisfy those requests.”
Donna Smith
Firm Administrator
Holtzman Vogel

Easy client intake makes it easy for clients to choose you

Client intake shouldn’t be hard for you - or your prospects. Become their firm of choice with automatic client intake.
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