Try the Intake Form

This is the same multi-step form your clients will see. Fill it out to experience the intake process from the client's perspective.

5 Minutes

Average completion time for the full multi-step form.

Any Device

Mobile-responsive — clients submit from phone, tablet, or desktop.

Encrypted

TLS in transit, AES-256 at rest. Data goes straight to your Google Workspace™.

Sample Intake Form

This is a live form. Submissions go through the full automation pipeline — processing, conflict check, case folder creation, and attorney notification.

What Happens After You Hit Submit

Everything below happens automatically — no staff involvement required.

1

Data Parsed & Stored

Every field is extracted and written to your intake spreadsheet. Files are uploaded to Google Drive.

2

Conflict Check Runs

Five layers of conflict detection screen every name against your entire case history.

3

Case Folder Created

An organized Google Drive folder with PDF summary, evidence, and client upload access.

4

Attorneys Notified

A detailed briefing email arrives with one-click Accept or Decline — from their own Gmail.

Want this for your firm?

Live in under a week. Flat-rate tiers — not per-user billing.

Schedule a Demo