EffortlessIntake

EffortlessIntake automates your client intake process, allowing you to easily:

  1. Automate your conflict checks, before you receive any confidential information
  2. Get forms e-signed by email or through your website
  3. Invite potential clients by email
  4. Sign up clients from your website
  5. Get started with our ready-to-use intake forms
  6. Customize your own intake forms

EffortlessIntake facilitates everything, allowing you to avoid potential conflicts with unsolicited client submissions on your website, stop having to set up and conduct initial in-person interviews, do away with dealing with client travel and rescheduling issues, and eliminate data entry to sign up new clients and get them set up in Clio.

Key Features

  • We make signing up new clients effortless!

    EffortlessIntake automates your law firm’s entire client intake process:
    • Automate your conflict checks, before you receive any confidential information
    • Get your forms e-signed, by email or on your website
    • Invite potential clients by email
    • Sign up clients from your website
    • Personalize your email addresses and sign-in links
    • Includes many ready-to-use client intake forms and templates
    • Customize your own client intake forms

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