Client Intake Software for Law Firms
Intake Manager
Capture and qualify PI intakes more efficiently
CloudLex’s Intake Manager helps PI firms capture lead and intake details, organize documents, track follow-ups, and move accepted intakes into active matters with less manual work. With intake information connected from the start, your team can evaluate cases faster and create a smoother first experience for prospective clients.
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Legal client intake system
PI intake software built for faster qualification
Streamline your case evaluation process
With our digital intake capture, your legal team can efficiently gather necessary information from clients. From completing client intake forms to sharing important documents – the Intake Manager simplifies your process by automating the collection and organization of data—so you never miss a detail.
Make informed decisions with ease
Evaluate potential clients quickly and confidently. Get the full picture—legal documents, medical records, contact information, and more—all in one place. Make smarter decisions about whether to accept, refer, or decline cases without second-guessing.
Digitize your client intake process
Bid farewell to paper intakes and collect client intake information using web forms, chat and APIs that adapt to your firm’s specific needs. Plus, it’s an easy transition from traditional paper intake to a digital platform that saves time and effort, while ensuring error-free intakes.
Gain valuable insights with powerful analytics
Track the number of incoming leads, analyze conversion trends and gain insights into the cases you handle. Fuel smarter decisions and better outcomes by optimizing your firm’s performance using legal practice analytics dashboards.
Convenient and tech-savvy client experience
Share intake questionnaires via email or text so clients can complete them on their own devices at their convenience, providing as much or as little data as they have. This self-guided approach boosts client communication, enhances trust, and saves time for both parties.
Turn more qualified intakes into active matters
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Simplify your client intake process
01
Share intuitive intake forms
Offer prospective clients intake forms that are clear, responsive, and tailored to their case type. Whether they’re at home or on the go, clients can submit their contact information and case details easily reducing friction and creating a better client experience from the start.
Populate case info with intake forms
Enhance data accuracy
Share and capture intake info remotely
02
Never miss a lead or potential revenue
Speed up your client intake process by capturing data through digital forms and auto-filling your case management system—eliminating manual tasks and reducing errors.
Enhance data accuracy with automation
Share and capture intake info remotely
Never miss a lead or potential revenue
03
Convert intakes to cases faster
Remove bottlenecks in your legal services by consolidating plaintiff information, documents, contacts, and intake-related events. If the case is accepted, convert it into an active matter within your matter management software with a single click. Alternatively, refer it out to another firm seamlessly.
No need for multiple software tools
Eliminate errors and extra work
Integrated e-signature solutions
04
Track your leads and ROI
Keep tabs on your marketing efforts and see which campaigns bring in the most qualified leads. CloudLex’s built-in tracking tools help you spend wisely and maximize return on investment.
Consistent, repeatable and streamlined process
Turn data into insights using real-time updates
Increase your law firm revenue
See what your peers are saying about CloudLex!
Capturing all inquiries, organizing facts and documents
More efficient Intake Manager; better practice control/analysis from reports. One place for almost all practice management needs.
Ward Rasmussen
Rasmussen Injury Law PLLC | Founding Partner
Frequently asked questions
What is legal client intake management?
Legal intake management is the structured process of collecting and reviewing prospective client information to determine if a personal injury case is viable. This typically involves gathering contact details, incident data, and medical history, conducting conflict checks, and providing an initial consultation. A well-managed client intake process improves client engagement, increases accuracy, and helps law firms make confident, quick decisions.
How does Intake Manager fit inside the CloudLex Platform?
Intake Manager is the intake-management capability inside the CloudLex Platform. It helps PI firms capture, review, organize, and qualify new inquiries so accepted intakes can move into active matters with less manual work.
How is Intake Manager different from Lexee AI Lead Capture?
Intake Manager helps your firm structure, review, and manage intake information inside CloudLex. Lexee AI Lead Capture helps engage and capture leads through website chat and phone. Intake Manager takes over once your team is ready to qualify, review, and convert that information into the next step.
How do client intake workflows work?
CloudLex’s client intake workflows automate repetitive tasks throughout the intake process by letting your team automatically assign tasks, share digital client intake forms, schedule follow-ups, and trigger next steps based on each intake’s progress. That helps firms reduce manual steps, respond more consistently, and avoid missed follow-up opportunities.
Can intake data be transferred to a case?
Yes. When an intake is accepted, CloudLex can convert it into a matter with one click and carry over intake details, documents, notes, contacts, and events. This eliminates repetitive manual data entry and administrative tasks but ensures continuity, allowing your team to begin casework immediately.
Does CloudLex support digital intake forms?
Yes. CloudLex supports digital intake forms that help firms collect information in a more structured way and reduce back-and-forth at the start of a case. That makes it easier to standardize intake and keep details tied to the correct record.
How does CloudLex reduce intake drop-offs?
Structured workflows, follow-up tracking, and integrated communication help ensure no inquiry is missed or forgotten, improving response consistency across your team.
Is CloudLex secure and HIPAA-compliant?
Absolutely. CloudLex is built on a HIPAA-compliant infrastructure to safeguard sensitive client information and legal documents. Our cloud-based platform offers enterprise-grade security, giving personal injury law firms and legal departments peace of mind that their data is protected at every step of the intake and legal services lifecycle.
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