Legal Client Intake Software
Client Intake
Use Actionstep’s legal intake software to engage new clients and effortlessly capture important details. Customizable forms, seamless data capture, and automated workflows make the intake experience quick for you and your client.
Streamline your onboarding process with cloud-based client intake software
Actionstep’s client intake software will transform how your law firm manages client onboarding.
Collect the right data
With an intuitive form builder and built-in conditional logic, firms can create custom intakes tailored to their specific needs, always ensuring the right client information is collected without overwhelming clients with irrelevant questions. This eliminates the hassle of manual data entry, reduces errors, and frees up your team to focus on more valuable tasks or casework.
Engage the right clients faster
Designed with growth in mind, Actionstep’s client intake software helps law firms turn potential clients into loyal customers faster, and more accurately. The automated workflows and seamless data integration ensure no detail is overlooked, enhancing client satisfaction and fostering long-term relationships.
Enhance client service
By simplifying the intake process and providing a user-friendly platform for managing client information, Actionstep’s client intake software allows your team to concentrate on delivering high-quality legal services, driving growth for the firm.
How automating intake can help you work more efficiently
Streamline your workflow
Automate customized intake forms to reduce manual input and accelerate client engagement for streamlined legal workflows.
Workflow AutomationImprove client communication
Enhance communication by automating the client intake process, facilitating document automation, and streamlining the onboarding process for smoother client interactions.
Client CommunicationsReduce risk
Actionstep’s client intake software reduces malpractice risk by saving time ensuring accurate client data entry and streamlining the legal client intake process.
Compliance
Best practices for improving your legal intake process
Turn more leads into clients with Actionstep’s client intake features. Client intake is a critical process in every law firm to ensure effective service delivery. It sets the tone for the client’s experience and streamlines operations from the beginning. Here are some key reasons why client intake is important.
1. Streamlines operations: By automating intake processes, such as form submissions and data entry, law firms can reduce the administrative burden and focus more on the needs of their incoming clients.
2. Ensures clarity: Keeping client intake procedures simple helps clients understand what information is needed and how to provide it, minimizing confusion and errors.
3. Offers support: Clear instructions during legal intake help clients feel supported from the beginning, fostering a positive client-lawyer relationship and enhanced satisfaction.
Optimize Client Intake: An 11-Point Checklist for Law Firms
Your law firm’s client intake lays the groundwork for nurturing successful client relationships. Find out how to improve your client intake process for a more personalized and timely customer experience.
Who needs client intake software?
Whether you’re in family law or litigation, client intake software is essential for streamlining processes and improving client relationships across practice areas.
To learn more about optimizing client intake for your law firm, start with these resources.
