Digital intake forms · Law firms — Intake answers land in the matter, and key dates reach the attorney first
Law firm client intake automation sends new clients a phone-friendly intake form that changes with the practice area. It checks for missing answers, saves everything to the matter in your case system and flags incident dates, court dates and opposing parties for the attorney.
Injury intake form
Filled on her phone- Crash date and locationDone
- Police report numberDone
- Her insurer and the other driver'sDone
- Treating doctorsDone
- Health insuranceMissing
Then
The answers save to the new matter, and the crash date is flagged for the attorney to calendar.
Why it matters
Why law firms add this
Intake by phone or paper means staff retype answers into the case system, and details like a police report number or a hearing date can sit in a notepad until someone finds them.
A form that asks the right questions for each case type, and refuses to submit with key answers missing, gives the attorney a complete picture before the first meeting, and gives staff back the retyping time.
Example · illustrative
A personal injury firm after a car accident consultation
After signing, a new client of a personal injury firm gets a text link to the intake form. It asks for the crash date, police report number, her insurer, the other driver's insurer and her doctors. She skips the health insurance question, and the form asks again before it can be sent. The answers save to a new matter in Filevine, and the crash date is flagged for the attorney. The attorney calendars the statute of limitations, and the case manager reads the summary before the first call.
How it works
Step by step
- Starts whenA new client books a consultation or signs an engagement letter
- 1Step 1Send the intake linkThe client gets a text or email link that opens on any phone, with no app or login.
- 2Step 2Ask by case typeQuestions branch on the matter: accident details for injury, children and income for divorce, assets and heirs for estate planning.
- 3Step 3Check for gapsRequired answers must be filled in, and dates and phone numbers are checked for format.
- 4Step 4File and flagAnswers save to the matter in the case system. Court dates, incident dates and opposing parties are flagged.
- A person decidesReview before the meetingThe attorney reads the summary, runs the conflict check if it isn't done, and calendars any deadline.
By hand today
- New clients fill in a long paper form in the waiting room.
- Paralegals retype the answers into the case system.
- Missing details, like the other driver's insurer, come up much later.
- Key dates sit on a form until someone reads it.
With the automation
- Clients answer from home before the first meeting.
- Questions follow the case type, so a custody case and a car accident ask different things.
- Answers go into the matter without retyping.
- Court dates and incident dates reach the attorney as soon as they're entered.
What it handles
What it does alone, and what it hands over
Asks by case type
Accident details for injury, children and income for family law, visa history for immigration, assets and heirs for estate planning.
Checks
Required answers, date formats and phone numbers before the form can be sent.
Files
Answers and uploaded documents saved to the matter in your case or intake system.
Flags
Incident dates, court dates, deadlines and opposing parties for the attorney.
What stays with people
- The attorney calendars deadlines and statutes of limitations.
- Staff review flagged or incomplete intakes.
- The firm owns every question and decides what is required.
Systems it connects to
- Clio
- MyCase
- Filevine
- Lawmatics
- Smokeball
- Jotform
Rules to know. Intake answers are confidential client information, so they stay in the firm's own systems, and access follows the firm's existing permissions.
Cost
Typical cost for law firms
Typical ranges as of October 2026. Not a quote.
Ready-made tool, set up by us
An existing platform on your own account, configured for your business.
- Setup, one timepaid to Lorryn
- $750–$1,500
- Tool subscriptionpaid to the provider
- $15–$75 / month
Fits when your process matches what the platform already does.
Custom build
Built around how you work, with no platform subscription. You own it.
- Build, one timebasic version to full version
- $2,000–$5,000
- Running costshosting and usage, on your accounts
- ~$10–$40 / month
Fits when your systems, rules or exceptions don't match a ready tool.
Optional Automation Care: $125 · $250 · $375 / month
1, 2 or 3 hours of support a month, with monitoring and alerts included. Without it, you run it yourself after handover.
Typically works with Clio, MyCase, Filevine, Lawmatics.
Booking into or writing to Clio adds up to $500 to the ready-made tool (often a built-in feature) and $500–$1,500 to a custom build.
Your price depends on volume, the systems involved and how many exceptions need a person. Our team confirms a fixed price before any work starts.
FAQ
Questions owners ask
Clio, Lawmatics, Filevine, MyCase and others with an API or intake forms of their own.
Yes. Clients can attach photos or PDFs, like a police report or visa documents, and they're filed with the matter.
Yes. The form can be offered in English and Spanish, or other languages your clients use.
They can save and come back, and the firm can send a reminder for incomplete forms.
Often the built-in forms are enough. We add branching, checks or flags only where they're missing.
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