Automate Your Client Intake
Starting at $49 per month USD
Key benefits for your firm
Easy to UseEasily add intake forms to your website! Easily email secure intake forms to your clients! Clients can complete simple forms immediately, or return to finish longer forms.
Automate Your Conflict ChecksAllows you to make sure your new client will not create a conflict. Prevent becoming conflicted out of existing matters!
Customize Your Client ExperiencePersonalize your email addresses and sign-in links. Customize your own client intake forms. Includes many ready-to-use intake forms and templates.
How Effortless Intake works with Clio
Easily connect to Clio. New client information is automatically added to Clio. Automated conflict checks can be enabled with one click.
Ready to improve your workflow with Effortless Intake and Clio Get Started
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Getting set up
To get set up, click here.
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