Client Intake Software
Compare 116 client intake software tools to find the right one for your needs
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🔧 Tools
Compare and find the best client intake software for your needs
CASEpeer
A cloud-based case management software designed specifically for personal injury firms.
LollyLaw
A comprehensive case management and client intake software designed specifically for immigration law firms.
CASEpeer
Cloud-based case management software designed specifically for personal injury law firms.
CASEpeer
A specialized case management software for personal injury firms with integrated intake tools.
Shape Software
A versatile CRM and automation platform with a specific solution for the legal industry.
Lawmatics
Provides marketing automation, CRM, and client intake for law firms.
Smokeball
A cloud-based legal practice management software with automatic time tracking.
Shape
A CRM and marketing automation platform for various industries, including legal.
Lawmatics
A legal-specific CRM and marketing automation platform designed to streamline client intake and marketing processes for law firms.
Smokeball
Cloud-based legal practice management software with automatic time tracking and a strong focus on document automation.
Casepeer
A cloud-based case management software specifically designed for the needs of personal injury law firms.
CASEpeer
A specialized case management software for personal injury firms, featuring robust intake and case tracking tools.
IntakeQ
A practice management platform, primarily for health professionals, that offers powerful and secure online intake forms suitable for law firms.
Lawmatics
A legal CRM and marketing automation platform that includes client intake and conflict checking features.
Smokeball
A cloud-based legal practice management software that focuses on productivity and profitability, with automatic time tracking.
Filevine
A comprehensive legal work platform that combines case management, document management, and business intelligence.
Lawmatics
An all-in-one platform for legal marketing, CRM, and client intake automation.
Smokeball
A cloud-based legal practice management software with automatic time and activity tracking.
Lead Docket
A lead management software for law firms to track and manage potential clients.
Lawmatics
A legal CRM and marketing automation platform that helps firms streamline their intake process and manage client relationships.
Smokeball
A comprehensive legal practice management software that includes lead management and client intake automation.
Filevine
A comprehensive legal work platform with case management, document management, and client intake capabilities.
Jotform
A versatile and powerful online form builder that can be used to create custom client intake forms for law firms.
Clio
Cloud-based legal practice management software with a suite of tools including client intake.
Filevine
A comprehensive legal work platform with case management, document management, and client intake capabilities.
Filevine
A comprehensive legal work platform with case management, document management, and client intake capabilities.
Zola Suite
An all-in-one practice management platform with built-in email, accounting, and CRM features.
Lawcus
A visual, Kanban-based law practice management software with CRM and intake features.
Filevine
A comprehensive case and matter management platform for law firms.
Zola Suite
An all-in-one legal practice management software with built-in email and accounting.
Lawcus
A visual and intuitive practice management software for law firms.
SmartAdvocate
A comprehensive case management software for personal injury and litigation firms.
Clio
Cloud-based legal practice management software that offers features for case management, client intake, billing, and more.
Zola Suite
An all-in-one, cloud-based legal practice management software with built-in business and trust accounting.
Filevine
A customizable legal case management platform with a focus on workflow automation, collaboration, and document management.
Clio Grow
Streamlines the client intake process from first touch to hired case, integrating seamlessly with Clio's practice management suite.
Lawcus
A visual, Kanban-based legal practice management software that includes CRM and client intake features.
Clio
A comprehensive, cloud-based legal practice management software that includes client intake and conflict checking.
Zola Suite
An all-in-one legal practice management platform with built-in email, accounting, and robust case management features.
CloudLex
A cloud-based legal platform designed specifically for personal injury law firms, with intake and case management features.
CosmoLex
A cloud-based legal practice management system that includes case management, billing, and fully integrated trust and business accounting.
SmartAdvocate
Fully integrated case management system for litigation and personal injury firms.
MyCase
A comprehensive law practice management solution with integrated client intake features.
Law Ruler
A comprehensive CRM, intake, and marketing automation platform for law firms.
SimpleLaw
A streamlined law practice management software with a focus on connecting attorneys with clients.
Freshsales (by Freshworks)
A sales-focused CRM with AI-powered insights that can be used for client intake.
MyCase
Provides case management, client intake, billing, and communication tools.
CosmoLex
An integrated solution for practice management, billing, and accounting.
MyCase
Web-based practice management software for legal professionals, offering a suite of tools to manage cases, track time, and communicate with clients.
CosmoLex
A fully integrated, cloud-based legal practice management system that includes practice management, billing, and complete accounting in one application.
CaseFox
A cloud-based legal billing and practice management software aimed at solo, small, and mid-sized firms, offering a free tier.
TimeSolv
A cloud-based time tracking and billing software for law firms and other professional services, with project management capabilities.
Zola Suite
Now part of CARET Legal, Zola Suite is a comprehensive practice management platform with built-in CRM and intake features.
MyCase
A web-based legal practice management software designed for small to medium-sized law firms, featuring conflict checking capabilities.
CaseFox
A web-based legal billing, timekeeping, and case management software that includes a conflict check feature.
PracticePanther
Cloud-based law practice management software with features for case, client, and billing management.
CosmoLex
An all-in-one practice management solution with built-in accounting and client intake.
HubSpot CRM
A powerful, general-purpose CRM platform that can be customized for law firm client intake.
Law Ruler
A comprehensive platform for legal marketing, client intake, and CRM.
Actionstep
A flexible and customizable practice management platform for law firms.
Litify
A legal operating platform built on Salesforce for law firms.
PracticePanther
A user-friendly, cloud-based law practice management software for solo to large firms, focusing on automation and ease of use.
Actionstep
A flexible, cloud-based practice management platform with a strong focus on workflow automation and legal accounting.
Litify
A legal operating platform built on Salesforce, designed for law firms, in-house teams, government agencies, and nonprofits.
MyCase
An integrated legal practice management solution that includes client intake, case management, billing, and client communication features.
Law Ruler
A comprehensive legal CRM and intake software designed to help firms automate their processes and increase lead conversion.
CosmoLex
A fully integrated legal practice management software that includes client intake, billing, and built-in accounting.
Actionstep
A flexible and comprehensive practice management platform with powerful workflow automation, including for client intake.
CaseFox
An affordable, cloud-based legal billing and case management software with a free tier for basic use.
PracticePanther
Cloud-based law practice management software with features for case management, billing, and client intake, including conflict checking.
Law Ruler
A legal CRM, client intake, and marketing automation software designed to help law firms convert more leads into clients.
Actionstep
A flexible, cloud-based legal practice management platform with powerful workflow automation and integrated accounting.
Litify
A legal operating platform built on Salesforce that provides marketing, intake, case management, and billing capabilities.
MerusCase
A cloud-based legal practice management software specializing in workers' compensation, employment, and construction defect law.
Rocket Matter
A cloud-based legal practice management software designed to improve law firm efficiency and profitability.
Centerbase
A flexible, cloud-based legal practice management and accounting platform for mid-sized law firms.
Assembly Neos
Cloud-based legal case management software with a focus on workflow automation and client intake.
MerusCase
Cloud-based legal practice management software with a focus on document automation and case management.
Clio Grow
Streamlines client intake and manages client relationships to help law firms grow.
PracticePanther
A cloud-based law practice management software with features for client intake and CRM.
Litify
A legal operating platform built on Salesforce, providing CRM, intake, and case management.
Actionstep
A highly adaptable practice management platform with powerful workflow automation and intake capabilities.
Clio Grow
Streamlines the client intake process and manages client relationships for law firms.
PracticePanther
Offers case management, billing, and client intake for law firms.
Rocket Matter
A comprehensive practice management solution with a focus on usability.
MerusCase
A customizable and cloud-based practice management software for various practice areas.
Rocket Matter
A cloud-based legal practice management software designed to boost law firm productivity with features for case management, billing, and payments.
Rocket Matter
A cloud-based legal practice management software that helps firms with billing, case management, and client intake.
Captorra
A specialized client intake and lead management solution designed for high-volume law firms, particularly in personal injury and mass tort.
Intapp Conflicts
A specialized risk management solution for professional services firms, including law firms, to manage conflicts of interest.
Rocket Matter
Cloud-based legal practice management software with tools for client intake, billing, and case management.
Rocket Matter
A cloud-based legal practice management software with tools for intake, case management, and billing.
Pipedrive
A sales-focused CRM known for its visual pipeline management, adaptable for client intake.
Captorra
A dedicated client intake and lead management software, now part of AbacusNext.
Legal Files
A flexible case and matter management software for various organizations.
HoudiniEsq
A versatile legal practice management software that can be deployed in the cloud or self-hosted, with a focus on workflow automation.
PracticePanther
A cloud-based law practice management software with features for case management, billing, and client intake.
Litify
A comprehensive legal practice management platform built on Salesforce, with powerful intake and case management capabilities.
MerusCase
A cloud-based practice management software specializing in workers' compensation, employment, and construction defect law.
PerfectLaw
An integrated suite of software for law firms that includes case management, billing, accounting, and a dedicated conflict of interest module.
iManage Conflicts Manager
An advanced software solution from iManage designed to streamline the conflicts of interest management process for large firms.
Legal Files
A versatile case and matter management software for law firms, corporate legal departments, and government agencies.
AbacusLaw
A comprehensive legal practice management software that can be deployed in the cloud or on-premise.
AbacusLaw
A comprehensive legal practice management software that can be deployed on-premise or in a private cloud environment.
Zoho CRM
A highly customizable and affordable CRM that can be adapted for law firm client management.
Legal Files
A long-standing case and matter management software for law firms, corporate legal departments, and government agencies.
AbacusLaw
A long-standing, comprehensive practice management software with both cloud and on-premise options.
Amicus Attorney
A comprehensive legal practice management software with a focus on organizing case files and client information.
ProLaw
A comprehensive business management solution from Thomson Reuters for mid-sized to large law firms and corporate legal departments.
PCLaw
An on-premise legal practice management software offering integrated billing, accounting, and matter management.
AbacusLaw
A comprehensive practice management software that can be deployed on-premise or in a private cloud, with integrated intake forms.
Amicus Attorney
A long-standing case management software with options for cloud or desktop deployment, including client intake capabilities.
Firm Central
A cloud-based legal practice management software from Thomson Reuters, integrated with Westlaw and other TR products.
ProLaw
An integrated practice management and financial accounting solution for mid-sized firms, from Thomson Reuters Elite.
SimpleLaw
A case management software designed to streamline operations for solo and small law firms, including client intake.
Client Conflict Check
A standalone, cloud-based software solution designed specifically for running conflict of interest checks for law firms.