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Client intake

Client intake software for law firms, from first call to open matter.

Capture every lead, run the conflict check, and open the matter without re-typing a thing. Legal client intake from the first call to the signed engagement letter.

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Client intake

Case intake from the first call to the open matter, without the copy-paste.

Intake data becomes the matter record automatically, so nothing is re-entered and nothing is lost. The same client intake process runs whether you take six inquiries a week or six hundred.

  • No re-keying. Intake answers populate the new matter.
  • Conflicts up front. Catch a conflict before it becomes a problem.
  • Faster yes. Engagement letters signed the same day.
Capabilities

From first contact to signed client.

Every intake channel and every step of qualifying a lead, in one pipeline.

Capture from every source

Web forms, phone scripts, and referral forms all feed one central database, so a 2 AM website inquiry and a business-hours call enter your system the same way.

Conflict checks

Screen new parties against your entire client history, current and former clients, opposing parties, and associates, before you agree to take the case.

Lead qualification

Intake forms capture case viability, damages, liability, and statute status, then score each lead automatically so you spend time on the ones worth taking.

Self-scheduling

Leads pick a consultation slot from your live availability, and confirmation emails go to both the prospect and your team automatically.

Consultation prep

CaseFuze compiles a packet from the intake form, prior communications, and staff notes, so the attorney walks into the meeting already up to speed.

One-click convert

When a lead says yes, promote them to a matter in one click, and every contact detail, document, and conflict result moves with them.

The pipeline

Stages that match how firms actually intake.

Track every lead from first call through retention, no one lost along the way.

01

Prospect

First contact, captured from a phone call, web form, referral, or walk-in.

02

Follow-up

Leads that need another touch before scheduling stay on staff radar with reminders.

03

Consult

The lead schedules or completes an attorney consultation call.

04

Convert

The lead retains and becomes an active matter, with nothing re-typed.

Analytics

Know where your best cases come from.

Track every lead source and referral relationship, then measure conversion by source, staff, and practice area to see what your marketing actually returns.

  • Source tracking. Tag each lead Google Ads, referral, past client, website, and more.
  • Referral relationships. See which attorneys and past clients send you business.
  • Live pipeline. Conversion rates and pipeline value update as leads move.
Accountability

Assign it, then follow up on it.

Intake staff assignment

Assign one person or a whole team to each lead, or let round-robin distribute new leads evenly, so every inquiry has a clear owner.

Follow-up reminders

Set callback reminders and follow-up tasks, like sending a retainer or requesting documents, so a hot lead never goes cold.

Questions

Client intake questions by practice and firm size.

Does this work as criminal defense intake software?
Yes, and the shape of the call is different, so it matters. Criminal defense intake happens fast and often from a family member rather than the defendant: you need the charge, the court, the next appearance date and a fee quote before the call ends, plus a conflict check against co-defendants and complaining witnesses. Capture those on the form, run the check, and open the matter without retyping any of it. More on the criminal defense page.
Can I use it for family law client intake?
Family law is the practice where intake conflicts bite hardest, because a consultation you take by accident can disqualify the firm. The screening runs across every matter, party and opposing spouse before you take the meeting, not after. Intake also captures the financial picture you will need for temporary orders, so the disclosure list starts populated. See the family law page.
What about client intake software for large law firms?
The parts that change at scale are ownership and measurement rather than the form. Leads route to a named intake person or distribute round-robin so nothing sits unclaimed, permissions control who sees which pipeline, and lead source reporting shows which referral relationships actually produce signed matters. There is no per-matter or per-lead fee, so volume does not change what you pay.
Is case intake the same thing as client intake?
Attorneys use both, usually interchangeably. If there is a distinction in practice, client intake covers the person and the engagement, and case intake covers the facts of the matter. CaseFuze treats them as one flow, because everything captured on the inquiry becomes the matter record the moment you convert.
Do intake answers carry into the matter, or is it rekeyed?
They carry. The answers on the form become fields on the matter, the contact becomes a contact, and the engagement letter goes out for signature from the same record. Rekeying is where intake data quietly dies, and it is the main reason firms cannot report on their own lead sources.
Can I take intake for a practice area that needs custom questions?
Yes. Add the fields your practice needs, whether that is an incident date and treating providers, a receipt number and priority date, or a charge and a court department. They become part of the matter record rather than a note attached to it.
At a glance

The specifics.

Intake forms
Branded, online, feeding your pipeline
Conflict checks
Screened against your whole client history
Engagement letters
Signed in platform, no third-party tool
Re-keying
None — intake answers open the matter
Built for
One solo attorney up to a 1,000-plus user multi-state firm, on the same plan
Included in
The $49 per user, per month plan — there is no tier above it
Free access
Contact us · conditions apply
Works on
Any device with a browser. Installs from the browser on iPhone, iPad, Android, Windows and Mac, with no app store
Pairs well with

Better together.

FeatureCase & matter management →FeatureE-signature →FeatureLegal tools →PracticeImmigration →GuideBuilding an intake process →GuideConflict checks →

Ready to see client intake in action?

It’s included in the $49 plan, with every other CaseFuze feature.

Use our app for free · contact us to see how · conditions apply
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