Sign Clients at Scale
Move your intake operation to the cloud. From smart form to signed retainer in minutes—not hours.
The Problem: Slow Intake Loses Clients
Every minute counts when a potential client is ready to sign. Traditional intake processes are killing your conversion rate.
- close Clients wait hours or days for retainer agreements
- close Manual processing creates bottlenecks
- close After-hours leads go unanswered
- close Your team wastes time on routine paperwork
The Solution: CloudIntake
Automate your entire intake process in the cloud. Sign clients faster, never miss a lead, and scale without limits.
- check_circle Smart forms that adapt to case type
- check_circle Automated retainer processing in minutes
- check_circle 24/7 processing—never miss a lead
- check_circle Your team focuses on high-value work
Everything You Need to Scale
Powerful features designed for high-volume legal practices
Smart Form Builder
Create intelligent intake forms with conditional logic. Forms adapt based on case type and client responses, capturing exactly what you need.
- Conditional logic & branching
- Multi-case type support
- Mobile-optimized
- Real-time validation
Automated Processing
From form submission to signed retainer in minutes. Automated workflows handle document generation, e-signatures, and case assignment.
- E-signature integration
- Automated document generation
- Instant case assignment
- 24/7 processing
Real-Time Analytics
Track every step of your intake process. Identify bottlenecks, optimize conversion rates, and make data-driven decisions.
- Conversion funnel tracking
- Performance dashboards
- Custom reporting
- Export capabilities