Best Legal Intake Software in the USA

WaiverFile's Online Waiver Forms allow you to electronically sign your liability agreement. You can sign on any device, from anywhere! WaiverFile is designed to be simple to use and rich in features. It will help you ensure compliance by ensuring all waivers are signed. WaiverFile's check-in tracking and event features make it much easier to keep track of all signed waivers than one long list. WaiverFile is more than just a place to store forms. It streamlines your customer intake process.

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

eImmigration is a comprehensive case management platform designed to simplify immigration casework for law firms and non-profits. This innovative software empowers legal professionals to save time, expedite case processing, streamline immigration form preparation, enhance client communication, and expand their practices. Developed by Cerenade, a trusted leader in legal software with over three decades of experience and client-driven insights, eImmigration is built with your needs in mind. Offering an all-in-one solution, eImmigration equips you with the tools to manage cases, forms, clients, and your practice seamlessly from a single platform.

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

Jusnote is a comprehensive legal practice management platform built for modern law firms and individual practitioners looking to optimize their workflows and enhance productivity. With a suite of powerful tools designed to streamline case management, document handling, time tracking, billing, and client communication, Jusnote brings efficiency, organization, and security to legal professionals. Why Choose Jusnote? For legal professionals, time is money, and every detail matters. Jusnote is crafted to meet these unique demands, offering an intuitive interface, rich functionality, and extensive customization to fit the diverse needs of law firms. Whether managing a large firm or a solo practice, Jusnote is designed to simplify operations, improve accuracy, and provide peace of mind through reliable and secure technology. Choose Jusnote to transform your legal practice with a powerful, easy-to-use tool that takes the hassle out of case management and lets you focus on delivering results for your clients.

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

Easysoft Legal Software-The most trusted and affordable solution for lawyers in real estate and family law. It is mobile-compatible and compliant, making it the best legal calculating tool for over 35 years. Easysoft Real Estate handles complex calculations for real-estate transactions, including automated CD and HUD calculations, projected payments, cash and cash closings, and you can also conduct title searches, complete1099S reporting, and file directly from the software. Easysoft Family Law is a state-specific software program for family law attorneys and staff. The New Jersey product includes the Case Information Statement, worksheet comparators, historical expenditures, child support worksheets, and a time-saving client intake portal. Massachusetts Family Law software will soon be available. Ask about our product for uncontested divorces in New York. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com, or call 1-800-905-7638 extension 1.

If your existing software is failing to efficiently handle your data, financial dealings, and client interactions, we should discuss potential improvements! Your business relies heavily on data management, so enhancing this aspect is crucial. With LeadTrac™, you can benefit from tailored field sets that facilitate data organization and simplify processes such as intake, enrollment, and sales. Additionally, make use of robust and adaptable workflows specific to each department to ensure that staff, tasks, and client relationships remain organized and effective. This could significantly enhance your operational efficiency and overall business performance.

Docketwise integrates multilingual questionnaires, a powerful case management system, and the first customer relationship management (CRM) tool tailored specifically for immigration attorneys. This innovative platform reimagines the client intake process entirely, offering a sleek and collaborative interface that not only saves you valuable time but also enhances your clients' experience. Tailored for practitioners in family, humanitarian, or business immigration law, our extensive library of forms is designed to meet your needs. You can effortlessly combine multiple immigration forms into one cohesive intake questionnaire for your clients to fill out. Once completed, you have the option to review and download the entire set or individual forms as needed. Additionally, you can translate these questionnaires into various languages including Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese, and more. This flexibility allows you to send questionnaires via email or text message, enabling clients to complete them conveniently on their phones or computers. Furthermore, you can monitor the progress of each invitation, tracking its status from "Sent" to "Submitted for review," ensuring a streamlined workflow throughout the process. This comprehensive tool is designed to enhance efficiency and client satisfaction in immigration law practices.

BaseNet allows you to efficiently manage your services from a single centralized platform, granting you oversight from client onboarding to record management while providing all the essential tools needed for your practice's success. We advocate for future-ready technology, which is exemplified by our integration of AI applications and business intelligence tools that streamline tedious tasks and transform complex data into valuable insights. By leveraging these advanced technologies, we empower you to focus more on your core practice and less on administrative burdens.

DirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape.

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

Equip your team with top-notch case management software that encompasses a variety of features such as contact management, comprehensive reporting, document handling, customer relationship management, client onboarding, billing, and trust accounting. Lawcus streamlines your workflow by simplifying case management alongside robust billing and trust account functionalities. Enhance your client conversion rates with our user-friendly intake forms, e-signatures, text messaging capabilities, and automated document processing. Eliminate the chaos of daily tasks by utilizing our automated workflows for consistent and repeatable operations. With Lawcus, you can easily visualize all your matters through a kanban-style interface, allowing you to quickly identify what requires your immediate focus. Foster teamwork through matter-specific discussions and keep all communications with your clients and team centralized. Efficiently organize and assign tasks, set deadlines, create sub-tasks, monitor ongoing work, and accelerate your productivity to achieve faster results, ensuring that nothing falls through the cracks. This comprehensive solution not only enhances efficiency but also promotes collaboration and accountability within your team.

The GTL Offender Management System (OMS) oversees a comprehensive array of information regarding an inmate's time in custody, encompassing areas such as initial intake, charges, sentencing details, personal property, housing assignments, medical care, meal planning, scheduling, and temporary releases, among others. To enhance security measures, the system employs digital fingerprinting to ensure accurate identification of inmates, which contributes to improved management of their movement, housing arrangements, and release procedures. Additionally, the integration of reporting capabilities with Crystal Reports from SAP facilitates the effortless generation of precise and insightful reports. Now in its third iteration, GTL OMS leverages advanced web-based technology to offer an exceptional user experience, solidifying its position as the leading jail management system within the U.S. county corrections sector. Currently, GTL OMS is responsible for managing a quarter of all inmates in county and private facilities across the nation, continuously demonstrating its effectiveness and dependability in the field. This remarkable feat underscores the system's critical role in enhancing the efficiency of correctional operations.

LegalSale Pro is a comprehensive law practice management software that uniquely enables online service sales. It provides all the essential tools for effectively managing your practice, encompassing everything from client intake to invoicing. Our software features top-notch capabilities for handling cases, accounting, documentation, task management, compliance, and more, ensuring your firm operates smoothly. By consolidating client matters, scheduling, tasks, and financial records in one centralized location, you can significantly enhance your efficiency. The platform allows for secure document sharing with clients, offers invoicing options that support monthly payments online, and includes features for tracking important dates and reminders. Furthermore, you can access your work seamlessly from any device—whether it's a computer, laptop, tablet, or smartphone—allowing you to stay productive even when working from places like a public library. This flexibility empowers you to manage your practice effectively, no matter where you are.

LegalSale Pro empowers you to enhance your law practice effectively. As a comprehensive law practice management software, it uniquely enables you to sell your services online. With an extensive suite of tools designed to streamline your operations, LegalSale Pro encompasses everything necessary for running your firm smoothly. From client intake to invoicing, we provide industry-leading resources to handle your cases, finances, documentation, task management, compliance, and much more. Our platform allows you to organize your entire firm efficiently. By consolidating client matters, scheduling, tasks, and accounting into a single location, you can significantly increase your productivity. You can securely share case-related documents with clients, manage invoicing with options for monthly payments online, and maintain notes regarding critical dates and reminders, ensuring nothing falls through the cracks. This holistic approach to practice management ultimately leads to improved client satisfaction and streamlined operations.

GrowPath, a cloud-based software for managing law practice management, is available. It combines client intake, case management, document management, business analytics, and document management into one platform. GrowPath assists law firms to process matters in a scalable and efficient manner to maximize revenue and increase opportunities. GrowPath was launched in 2017 as a SaaS offering. GrowPath was developed by the Law Offices of James Scott Farrin. They are one of the most prominent plaintiffs' firms in Southeast. GrowPath was built, upgraded and leveraged by the Farrin company for financial and logistical success. GrowPath has 18 patents relating to its legal technology. These include an automated lead scoring tool that helps identify high value intakes. Buzzwords is another popular patent. Buzzwords is a tool that aids staff in the client intake process by providing prompts for possible derivative cases.

In 2020, your firm adapted its operations to meet the evolving expectations of clients who desire a seamless experience akin to using their iPhone and a level of predictability comparable to their Netflix subscriptions. ClientRock provides your firm with the tools necessary to offer an exceptional client experience, ensuring they will continue to recommend your services for years to come. The intake process serves as your opportunity to create a positive first impression, and you should avoid complicating the beginning of this journey. By utilizing ClientRock, you can easily schedule appointments, gather client information, collect payment details, and secure signed fee agreements through a streamlined and customizable process. While scheduling consultations is important, what follows is equally crucial. With just a single click, ClientRock transforms these consultations into formal engagements, eliminating the need for you to spend time and energy following up with clients to finalize fee agreements, as the system will automatically send them reminders on your behalf. This ensures that you can focus on providing exceptional legal services without the worry of administrative follow-ups.

Caseroads.com offers a comprehensive cloud-based practice management solution that can save you up to 70% compared to other services. Its user-friendly interface allows you to work securely from any location, providing all essential features for a single, affordable price per user. Elevate your firm’s capabilities, enhance productivity, streamline operations, and accelerate your payment processes with ease. We invite you to begin your journey with a risk-free, 30-day trial at no expense. Caseroads is designed to help you handle a higher volume of cases more effectively, keeping you informed about crucial tasks, events, and deadlines. This platform allows for efficient tracking and understanding of each case's status while offering valuable insights into your firm's performance. It simplifies the management of a growing client list through better scheduling, streamlined intake processes, and effective conflict resolution. Additionally, Caseroads minimizes the effort required to onboard clients, manage case access, locate documents related to clients or matters, and record case activities. With this intelligent system, you can focus more on delivering quality legal services rather than getting bogged down by administrative tasks.