EffortlessIntake

EffortlessIntake automates your intake process:

• Invite potential clients
• Sign up clients from your website
• Automate your conflict checks
• Comes with several ready-to-use intake forms
• Customize your own intake forms

We make interviewing new clients effortless!

Key Features

  • EffortlessIntake automates your law firm’s intake process for new clients!

    Key features include:

    • Sign up clients directly from your website
    • Automated preliminary conflict checks
    • Easily send confidential links to potential clients to fill out your interview forms online
    • Several customizable and modifiable intake forms, or easily create new ones
    • Integrates with Clio to keep your client intake process in one place
    • Facilitates everything, avoiding setting up interviews, dealing with client travel and rescheduling issues, and data entry to sign up new clients and get them set up Clio to start work
    • Encrypted and secure; our systems are regularly checked and certified by security experts

    Visit https://effortlesslegal.com/effortlessintake/ to get started today!

Have questions? Our team is here to help. Call 1-888-858-2546

Monday to Friday from 8 am to 8 pm EST.