Client intake and lead management

Streamline client intake & grow your firm

Need a simple solution for managing prospective clients? Consider it done. MyCase lead management software gives you everything you need to track, manage, and convert new business, all in one place.  

Grow your business with MyCase

Client Intake Forms

Build and customize client intake forms for every area of your practice, at every point in the lead lifecycle. Embed your firm’s contact form into your website and let MyCase do the rest with our lead-creation functionality. Automatically connect to a prospective client case file, so you never have to worry about data duplication. 

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We make the process of preparing and signing retainers and agreements seamless and simple, sparing you costly delays and time-consuming follow-ups. eSignature is unlimited and included in your subscription at no additional cost. 

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Law Firm CRM

Increase profitability with our law firm CRM. Use our drag and drop functionality to move your prospective clients through the various stages of your lead pipeline. Learn everything you need to know about your leads including top referral sources, lead conversion rates, and potential monetary value in your current lead pipeline.

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Consultation and Retainer Fees

Money made easy. MyCase makes it simple to create invoices and collect consultation fees from potential clients.

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Law Firm Websites

Let us build a website for your firm that seamlessly connects with MyCase. Your business will be ready to go with embedded client intake forms, client portal connections, and many other features that ensure smooth communications with both prospective or existing clients. 

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Connect with new clients

Tracking prospective clients has never been simpler. MyCase reduces the legwork behind data collection and entry, and eliminates the margin for error. Streamline your communications like never before with our efficient and automated client intake forms. 

“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  

Reach new business goals faster

MyCase insights act as a helpful guide in understanding how efficiently your firm is generating and converting leads over time. Get a comprehensive view of the intake pipeline from end to end, and gain the insights needed to learn and grow your firm.

“MyCase’s lead management features have been a game-changer for our firm.”
Benson Varghese, Varghese Summersett PLLC

Benson Varghese from Varghese Summersett PLLC headshot

All in one place

There’s no better place than MyCase. Convert prospective clients to new cases with ease, with all data seamlessly carrying over. Lead management flows directly into case management when prospective clients are converted into new cases. Get a 360 view of every client, and minimize the margin for error with all your work conveniently located in one online platform. 

By the Numbers

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Firms trust MyCase 

“We process hundreds of new prospects every single month. There’s no way we’d be able to tackle that volume in a timely manner without MyCase and how organized it is.”

Vi Nanthaveth
Nanthaveth & Associates, PLLC

“MyCase is a joy to use, helps you keep an eye on the progress of your cases, communicate easily and securely with clients, and, most importantly, let’s me spend more time with my passion – practicing law.”

Janaan Hashim
Amal Law Group, LLC

“Because of MyCase, I have never been this busy. At the same time, I’ve never had things this under control.”

Aaron Feldman
Feldman Law Group

“MyCase helps me stay organized and on top of my busy practice no matter where I am.”

Emily Amara Gordon
Amara Immigration Law, LLC

“We would have to adopt four or five other platforms to replace MyCase. There’s no way we could have scaled a criminal defense firm to 10 people working towards a common goal if we didn’t have MyCase.”

Benson Varghese
Varghese Summersett PLLC