How Does Legal Intake Software Benefit Law Firms?

Legal intakes mark the beginning of a client-lawyer relationship. Being thorough and as clear as possible with your clients can make a difference. With legal intake software, you can ensure you and your team are providing the same service and being as efficient as possible.

What Is Legal Intake Software?

Legal intake software is technology that enables legal teams to conduct legal intakes in an efficient and organized manner. Legal intake software, which sometimes uses artificial intelligence, collects client information and can help decide whether a case is viable for your firm.

Are Legal CRM and Legal Intake Software the Same Thing?

Legal customer relationship management software (CRM) and legal intake software are not the same thing. Legal teams use legal CRM throughout the entire length of a case—from initial meetings to filing a case. Legal intake software is narrower in scope, focusing only on  the client intake process.

Both services can make for a positive client experience by keeping legal teams organized. Some tools, like Glade, have CRM and intake capabilities and provide an end-to-end support.

What Are the Benefits of Legal Intake Software?

Adopting legal client intake software can change how you conduct can automatically send intake forms to potential clients, helping to eliminate manual processes. Here are a few other benefits:

More Efficient

Since legal intake software can automate steps, it can make this legal service less time-consuming. From sending client intake forms to potential clients to automatic contract signing to document automation, this software can eliminate extra steps.

Uniform Processes

This type of software ensures you're treating each client in the exact same way—no skipped steps. For example, every person will receive a retainer agreement at the same point. This can make for a more consistent experience.

Lead Management

Software can keep your leads warm by continuing to engage with them. While it may take you some time to check your email, your client intake programs can answer your clients at any hour and provide clear next steps.

What Are the Best Legal Intake Software?

There are several legal intake software programs. The best include:

• Glade: Glade uses artificial intelligence and is an end-to-end solution. You can complete the process digitally without needing to meet.
• Clio: Clio is also an end-to-end solution that offers intake solutions.
• Best Case: Best Case can handle intakes remotely.

The best legal intake software will depend on your law firm. Considering whether these programs integrate with your current systems and pricing points can help you arrive a a decision.