Client Intake

Top client intake tools and platforms

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Pro

Clio

Leading cloud-based legal practice management

⭐ 4.6/5

cloudall-in-onepopular

Visit → From $39/user/mo

Pro

Lawmatics

Legal CRM and client intake automation

⭐ 4.5/5

crmmarketing-automationintake

Visit → From $199/mo

Smith.ai

AI receptionist and intake for law firms

⭐ 4.6/5

ai-receptionistlive-chatvirtual-receptionist

Visit → From $97.50/mo

Ruby

Virtual receptionist for law firms

⭐ 4.5/5

virtual-receptionistlive-answeringcalls

Visit → From $235/mo

CaseStatus

Client communication platform

⭐ 4.4/5

communicationmobilestatus-updates

Visit → Custom pricing

Clio Grow

Legal client intake and CRM

⭐ 4.4/5

crmintakeclio

Visit → Included in Clio Complete

Gavel

Legal document automation and client intake

⭐ 4.4/5

intakeguidedworkflows

Visit → From $99/mo

ClientHub

Client communication and intake portal

⭐ 4.3/5

communicationportaldocuments

Visit → From $39/mo

Intake.legal

Legal intake automation

⭐ 4.3/5

automationformslead-qualification

Visit → From $99/mo

Backdocket

Case management and intake for PI firms

⭐ 4.2/5

personal-injurycase-managementsettlement

Visit → Custom pricing

Captorra

Legal lead management and intake

⭐ 4.1/5

lead-managementmarketing-roitracking

Visit → Custom pricing

Prevail Case Management

Legal CRM and case management

⭐ 4.1/5

personal-injurymass-tortmedical-records

Visit → Custom pricing

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