Client intake forms

Automate new client onboarding

Elevate your onboarding experience and make sure every prospective 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.

See how an Austin Firm Quadrupled Client Intake with MyCase

“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

Customize client interactions

Build and customize legal client intake form templates for each area of law that you practice. 

  • Give your firm and clients the freedom and flexibility to complete digital forms from any device 
  • Customize the form with an easy-to-use template builder which includes the addition of your logo
  • Tailor onboarding questions to the various stages of your intake pipeline.

Worry-free intake without the extra work

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.

  • Save time spent on manually collecting and inputting data 
  • Receive notifications whenever a new form is submitted
  • Improve accuracy by letting clients enter their new or updated details themselves

Implement intake forms on your custom website

Embed legal intake forms into your website so prospective clients can easily connect with you. All submitted form data flows directly into MyCase, with no extra work required. MyCase law firm websites are built to help drive business to your firm, with SEO friendly structure and mobile optimization.  

“By having the client portal integrated with my website, the clients feel engaged and are up to date on everything going on with their case.”

– Jerry Hoffer, Jerry Hoffer Attorney at Law PC