Elevate your onboarding experience and make sure every client engagement starts off on the right foot. MyCase law firm client intake forms eliminate all manual work, giving attorneys more time to serve more prospective clients and close more cases.
Build and customize legal client intake form templates for each area of law that you practice.
Our legal software simplifies your client intake process from start to finish with digital client intake forms that eliminate manual data entry.
“We digitized our intake forms using MyCase, and it’s reduced the time it takes to onboard a client by up to 8 days.”
Jason Kohlmeyer, Kohlmeyer Hagen Law Office Chtd
Want to reduce the time spent on manual data entry, and eliminate the risk of data duplication? Consider it done. Our client intake software ensures all data flows seamlessly and securely to your law firm CRM. Once retained, your client’s intake information syncs directly to the client case file.
“Because of MyCase, we’ve seen such a growth in the business, literally going from maybe meeting three to four people a day to meeting 15 people a day.”
Vi Nanthaveth, Nanthaveth & Associates, PLLC
A client intake form captures important client information before meeting them to reduce time spent on data entry. You can put a client intake form directly on your website or send it out via email to prospective clients, enabling you to collect the information you need to make informed decisions about whether they’re a good match for your law services or firm.
With an electronic client intake form, you can efficiently conduct pre-screens to determine if prospective clients are the right match for your services. Electronic client intake forms for law firms can prevent you from losing track of leads, getting lost in paperwork, and losing time on long, tedious processes for gathering client information. Instead, legal client intake software can offer the following benefits:
MyCase legal client intake software can help you improve your client onboarding experience to make a good first impression while reducing the amount of time your staff spends on administrative tasks. With MyCase client intake forms, you can automate client interactions by allowing them to complete forms from any device and reduce human errors associated with manual data entry while saving time spent on administrative tasks.
MyCase’s new client intake forms make it easier to onboard new clients and manage cases. By automating new client onboarding, you can create customizable forms and let prospects give you the information you need to get started on their case. You can also customize form questions depending on the pipeline stage, while saving time and improving accuracy in your client data.
With intake form software from MyCase, you can build forms from templates and embed them into your website so clients can easily connect with you. This means you can reuse an electronic client intake form rather than printing out a new intake form for every potential client. In addition, any information collected from intake forms goes into your client management system to ensure you have all the information about your clients and their cases.
MyCase is an all-in-one case management solution for lawyers and law firms. In addition, we offer several products to streamline your internal processes, including the following:
With MyCase, you can improve client relationships and run your law firm more efficiently. Try MyCase Client Intake Forms today to collect the necessary information to improve your onboarding process.