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Client intake software

Client intake software for law firms simplifies and automates the new client onboarding process.

A client intake solution lets you collect and organize client information with online intake forms, workflow management features and stacks of integrations.

Learn how Pipedrive can help you become more efficient and provide a smooth onboarding experience for new clients.

Full access. No credit card required.

Client Intake Software
What to look for in a client intake software for lawyers

What to look for in client intake software

Here are some essential features that your legal intake software should provide:

  • Digital intake forms. Automate documentation, replace paper documents and eliminate manual data entry with online client intake forms.

  • Scheduling capabilities. Make it easy for clients to set up appointments with a straightforward scheduling tool.

  • Document tracking. See when clients interact with your documents and collaborate more effectively with smart document management features.

  • Workflow automation. Set up custom client intake processes, automate repetitive tasks and reduce delays with workflow automation features.

Streamline the client intake process with custom forms

Before taking in new clients, you need to make sure they’re a good fit for your firm.

Client intake software takes the guesswork out of lead qualification, helping you design custom forms that gather the key information you need.

Use Pipedrive’s Web Forms and Prospector tools to gather the most relevant information, automatically import client data and generate leads more effectively.

Learn more about Pipedrive’s lead generation software.

Web forms
Customizable CRM

Empower your firm with a customizable client intake CRM

Every law firm has different requirements when collecting information from prospective clients.

Law firm client intake solutions let practices gather and track data specific to their practice areas and workflows, making it easier to run conflict checks and qualify prospects.

Use Pipedrive to create custom dashboards, streamline the intake process and improve client relationships.

Learn more about Pipedrive’s customizable CRM features.

Boost your firm’s performance with custom workflow automation

The more hurdles your company poses to potential clients, the more likely they are to look to your competitors.

Client intake systems streamline the onboarding process, ensuring you make a good first impression and wow clients before they change their minds.

Use Pipedrive to automate workflows and convert intakes faster so you can focus on your client’s cases.

Learn more about Pipedrive’s workflow automation features.

Workflow automation
Scheduler

Simplify appointments with a built-in scheduler tool

Law firms often face scheduling challenges, with clients double-booking or not showing up at all.

Client intake software features like calendar integration and automatic reminders make it easier for clients to schedule meetings with you.

Use Pipedrive’s intuitive Scheduler to share your availability, send meeting invitations and get follow-up reminders.

Learn more about Pipedrive’s scheduling tool.

Over 400+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

Smart Docs

Accelerate client intake with Pipedrive’s Smart Docs feature

Smart Docs is an intuitive feature that helps law practices track and organize documents, get timely eSignatures and onboard clients faster.

Smart Docs is included with the Professional, Power and Enterprise plans. Add Smart Docs to any other Pipedrive plan to create custom documents and get notified when clients open them.

Smart Docs lets you:

  • Autofill your documents. Use document automation to fill templates with customer data straight from your CRM database.

  • Get electronic signatures. Reduce costs, save time and provide a convenient client experience with eSignatures.

  • Centralize document management. Integrate your client intake CRM with powerful apps like Google Drive, Microsoft Outlook and DocuSign.

Learn more about Pipedrive’s Smart Docs add-on.

How Pipedrive helped Leyout cut costs in half and triple productivity

Swedish startup Leyout was struggling to manage its customers and documents, relying on more than ten separate apps to get by.

After switching to Pipedrive and Smart Docs, Leyout reduced repetitive work to boost productivity, cut document management costs in half and improve profitability.

“Of all Pipedrive’s customers, there’s no one who has tried more SaaS or CRMs than I have and there’s nothing that is as comprehensive as Pipedrive, especially when it includes Smart Docs.”

Read the case study

Leyout Case Study

Client intake software FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Put client intake on autopilot with Pipedrive’s CRM software