Cloud-Based Intake Automation Features
Powerful tools to move your intake operation to the cloud and sign clients at scale.
Platform Features
Everything you need to automate your intake operation in the cloud.
Smart Form Builder
Create intelligent intake forms with conditional logic that adapts based on case type and client responses. Mobile-optimized and accessible.
- Conditional logic & branching
- Multi-case type support
- Mobile-optimized forms
- Custom field builder
- 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
- Workflow automation
Analytics & Reporting
Track every step of your intake process with comprehensive analytics. Identify bottlenecks and optimize conversion rates with data-driven insights.
- Conversion funnel tracking
- Performance dashboards
- Custom reporting
- Real-time metrics
- Export capabilities
Integrations
Seamlessly connect with your existing legal software and tools. CloudIntake integrates with popular practice management systems and CRMs.
- Practice management sync
- CRM integrations
- Email & calendar sync
- API access
- Webhook support
How It Works
From smart form to signed retainer in minutes.
Client Submits Form
Clients complete your smart intake form on any device. Conditional logic ensures you capture all necessary information.
Automated Processing
CloudIntake automatically processes the intake, generates documents, and prepares the retainer agreement.
E-Signature Request
Client receives retainer agreement via email and signs electronically in minutes, not hours or days.
Case Assignment
Signed retainer automatically triggers case assignment and syncs with your practice management system.
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