The Complete Guide to Choosing Client Intake Software

Client intake software is essential for businesses looking to streamline their processes and enhance efficiency. It not only helps in automating the collection and organization of client information but also ensures that nothing slips through the cracks during the crucial initial client interaction phase. Here’s a quick guide to what it can do for your business:

  • Automate Data Collection: Gather client data effortlessly and error-free.
  • Enhance Efficiency: Reduce manual tasks and save valuable time.
  • Improve Client Satisfaction: Offer a smooth, professional first interaction.
  • Integration: Seamlessly connects with other software systems to streamline workflows.

Infographic detailing key benefits and features of client intake software - client intake software infographic pillar-5-steps

In this business environment, especially within the competitive tech sector in San Francisco, leveraging client intake software can significantly boost operational efficiency. Automating mundane tasks not only frees up time for more critical work but also minimizes the risk of human error, ensuring a more consistent and reliable client management process. As we delve deeper into this guide, you’ll learn how integrating such software can transform your client intake process from a bottleneck into a competitive advantage, improving both client satisfaction and bottom-line results.

Understanding Client Intake Software

What is Client Intake Software?

Client intake software is a specialized tool designed to streamline the process of gathering and managing new client information for law firms. This technology automates the entry, organization, and tracking of client data, making it easier for law firms to onboard new clients efficiently and accurately.

For example, platforms like Clio, Lawmatics, and MyCase provide digital forms that potential clients can fill out online. These forms automatically populate the law firm’s client management systems, reducing the need for manual data entry and minimizing errors.

How Client Intake Software Transforms Law Firms

The adoption of client intake software brings significant changes to how law firms operate, primarily through:

  • Automation: Automates repetitive tasks such as data entry, appointment scheduling, and initial client communications. This not only speeds up the process but also frees up staff to focus on more high-value activities.

  • Organization: Keeps all client-related information in one centralized location, accessible by all team members. This helps in maintaining a coherent and consistent approach to handling client data.

  • Efficiency: Enhances overall operational efficiency by reducing the time spent on administrative tasks. This leads to quicker client onboarding and potentially higher client throughput without compromising service quality.

For instance, Clio Grow integrates seamlessly with other tools in the Clio suite, allowing for efficient tracking of client interactions from initial contact through to ongoing case management. Similarly, Lawmatics focuses on automating marketing and client intake processes, ensuring that law firms not only capture client data efficiently but also engage them effectively right from the start.

By leveraging these technologies, law firms can ensure that their client intake process is not just a formality, but a cornerstone of their client relationship management strategy, setting the stage for successful legal outcomes and high client satisfaction. With these systems, firms can easily monitor the source of client acquisition, manage follow-ups more effectively, and ultimately convert more inquiries into paying clients.

In the next section, we will explore the key features to look for when selecting a client intake software, ensuring that it aligns with the specific needs and goals of your law firm.

Key Features to Look for in Client Intake Software

Choosing the right client intake software involves understanding the features that will most effectively streamline your law firm’s operations. Here are the essential features to consider:

Form Creation and Management

The ability to create and manage forms is fundamental in client intake software. This includes:

  • Online forms that are easy to fill out and submit, enhancing the client’s experience and reducing the time spent on data entry.
  • Fillable PDFs and Word documents that can be customized and sent to clients for quick information gathering.

For instance, platforms like Clio Grow allow for the creation of public online intake forms that are straightforward for clients to access and complete, ensuring that you capture all necessary details from the start.

Automation and Workflow Optimization

Automation is a key component that significantly boosts efficiency in client intake processes. Look for software that offers:

  • Automated responses to client submissions, ensuring immediate engagement.
  • Task creation that helps in organizing follow-ups and other necessary actions based on client information.
  • Data entry elimination, where client data from forms is automatically populated into your system, reducing manual errors and saving time.

An example here is Lawmatics, which automates many parts of the intake process, including the creation of tasks and sending out automated emails based on client actions or milestones.

Seamless Integration with Other Tools

Integration capabilities are crucial for ensuring that your client intake software works well with other tools used by your firm, such as:

  • Practice management software like Clio Manage, which can sync with your intake software for a seamless flow of information.
  • Zapier integrations that connect your client intake software with over a thousand other apps, enhancing functionality and automating workflows across platforms.

This connectivity ensures that information flows smoothly from one system to another, enhancing productivity and reducing the need for duplicate data entry.

E-Signature and Secure Document Sharing

The security of client data and ease of document handling are paramount. Essential features include:

  • E-signatures that allow clients to sign documents electronically from anywhere, speeding up the confirmation and agreement processes.
  • Secure portals where clients can safely exchange sensitive information with your firm.
  • Document management systems that organize and store documents securely, accessible only by authorized personnel.

Tools like HelloSign or integrated features in platforms like Clio Grow provide robust e-signature functionalities, ensuring that documents are signed and returned quickly and securely.

By focusing on these key features — form management, automation, integration, and secure document handling — your law firm can select a client intake software that not only meets but exceeds your operational needs, leading directly into enhanced efficiency and client satisfaction.

Top Client Intake Software Solutions

Choosing the right client intake software can significantly enhance the efficiency of your law firm. Below, we explore some of the top solutions in the market, each offering unique features tailored to streamline the client intake process.

Clio Grow

Clio Grow stands out for its comprehensive approach to client intake and management. Key features include:

  • Public Intake Forms: Easily customizable forms that can be integrated into your firm’s website, allowing potential clients to submit their information directly.
  • Matter Pipeline: A visual dashboard that tracks the progress of each case from initial contact to retention.
  • Clio Scheduler: Simplifies appointment bookings by syncing with your calendar, reducing the back-and-forth emails often necessary to schedule meetings.

Clio Grow integrates seamlessly with Clio Manage, ensuring a smooth transition of data from client intake to ongoing case management.


Lawmatics is designed with marketing and automation at its core, ideal for firms looking to not only manage but also grow their client base. Its features include:

  • Client Surveys: Gather important client information through customized surveys that feed directly into the client’s profile.
  • Custom Fields: Tailor data collection to the specific needs of your practice area, ensuring you capture the most relevant information.
  • Marketing Integration: Automates follow-ups and nurtures leads with targeted marketing campaigns, helping convert more inquiries into clients.

Lawmatics focuses on building strong client relationships from the first interaction, making it a powerful tool for client engagement and retention.


MyCase offers a user-friendly platform that facilitates not just client intake but comprehensive case management. Its standout features are:

  • Client Communication: Streamlines communication through a secure portal, ensuring all messages are centralized and easily accessible.
  • Document Automation: Generates necessary legal documents based on the data entered during the client intake process, saving time and reducing errors.
  • Online Payments: Integrates payment processing, making it convenient for clients to pay their invoices through the platform.

MyCase enhances client experience by providing a single platform where they can communicate, share documents, and make payments.

Other Notable Mentions

  • Abacus Data Systems: Offers a versatile suite of tools that cater to various legal practice needs, focusing on efficiency and security.
  • Actionstep: Known for its powerful workflow automation, helping firms streamline every step of the client journey.
  • CosmoLex: Combines practice management and accounting in one platform, ideal for smaller firms looking to manage their practice without multiple tools.

Each of these solutions provides distinct features that can cater to the specific needs of different law firms. Whether you need robust marketing tools, efficient document automation, or comprehensive case management, there is a client intake software that fits the bill.

By investing in the right client intake software, law firms can not only streamline their intake process but also enhance overall client satisfaction and firm productivity. The next step is implementing these solutions effectively to reap the maximum benefits.

Implementing Client Intake Software in Your Firm

Implementing client intake software can transform your law firm’s efficiency and client management. Here’s how to ensure a smooth integration and effective use of this technology in your firm.

Choosing the Right Software for Your Firm

Needs Assessment

Start by assessing your firm’s specific needs. Consider the volume of clients, the type of legal cases you handle, and any unique challenges your firm faces. This will help you identify the key features you need in client intake software, such as automated data entry, e-signature capabilities, or advanced client tracking.

Feature Comparison

Once you’ve outlined your needs, compare the features of different software options. Look for software that offers comprehensive form creation tools, seamless integration with your existing practice management systems, and robust data security measures. Products like Clio Grow and Lawmatics are popular for their extensive feature sets and customization options.

Demo and Trial

Most software providers offer demos or trial periods. Take advantage of these offers to test the software in real-world scenarios within your firm. This hands-on experience is crucial in assessing whether the software meets your expectations and fits seamlessly into your existing workflows.

Training Your Team on New Software


Proper onboarding is essential for successful software implementation. Schedule training sessions for all users to ensure they are comfortable with the new system. It’s important to explain not only how the software works but also why it’s beneficial to use it. Emphasize how it will make their work easier and improve client service.

Continuous Learning

The initial training should not be the end of your team’s education on the new software. As updates and new features are released, arrange additional training sessions. This ongoing learning helps your team stay efficient and makes full use of the software’s capabilities.

Support Resources

Ensure that your team has access to comprehensive support resources. This can include user manuals, online tutorials, and customer support services. A quick response to any issues or questions they have will prevent frustration and help maintain productivity during the transition period.

By carefully selecting the right client intake software, and investing in thorough training and support for your team, your law firm can enhance operational efficiency, reduce manual errors, and improve client relationships. The right software and proper implementation can set your firm up for long-term success, making every client interaction smoother and more professional.

Frequently Asked Questions about Client Intake Software

What is the difference between client intake software and CRM?

Client intake software and Customer Relationship Management (CRM) systems serve different but complementary functions in a law firm. Client intake software focuses specifically on the initial stages of client interaction. It helps in automating the collection of client data, managing forms, and streamlining the intake process. This software ensures that potential clients are properly onboarded with all necessary details accurately captured.

On the other hand, CRM is broader. It manages ongoing relationships with existing clients and helps in nurturing potential leads. CRM systems track interactions, manage client data across the firm, and facilitate marketing efforts. They are essential for maintaining long-term relationships and maximizing client retention.

How does client intake software integrate with existing practice management tools?

Integration is a key feature of effective client intake software. These systems are designed to seamlessly connect with existing practice management tools to ensure a smooth workflow. For instance, once a client completes an intake form, their information can be automatically transferred into a practice management system like Clio Manage, as mentioned earlier. This eliminates the need for manual data entry, reduces errors, and saves time.

Software like Clio Grow integrates directly, syncing data across platforms. This means that any update in the client intake software is automatically reflected in the practice management system. Integration capabilities can include linking with calendars for scheduling, billing systems for invoicing, and document management systems for legal paperwork.

Can client intake software help with conflict checks and client screening?

Absolutely, client intake software plays a crucial role in conducting conflict checks and client screening efficiently. By automating the intake process, the software helps in quickly identifying any potential conflicts of interest before a client is taken on board. This is crucial for legal compliance and maintaining professional ethics in practice.

The software can cross-reference new client data against existing records to flag any overlaps that might indicate a conflict. This automated check occurs before significant resources are allocated to the new client, ensuring that the firm operates within ethical boundaries and avoids potential legal issues.

By incorporating these advanced tools into your firm’s operations, you ensure that every new client relationship begins on solid ground, free from conflicts and aligned with legal standards. This not only protects the firm but also builds trust with your clients.

By addressing these common queries, law firms can better understand how client intake software enhances their operations and integrates with existing systems to boost efficiency and compliance.


In our journey to streamline operations and enhance efficiency within the legal industry, the role of client intake software cannot be overstated. This innovative technology transforms the traditional, labor-intensive process of client onboarding into a highly organized, automated system that saves time and reduces errors. By automating data entry, managing documents electronically, and integrating seamlessly with other legal management tools, client intake software ensures that law firms operate more smoothly and can focus more on what truly matters—serving their clients effectively.

At Anthem CRM, we understand the critical importance of streamlining operations not just for efficiency, but also for providing a superior client experience. Our solutions are designed to integrate effortlessly with your existing practice management software, enhancing capabilities and simplifying workflows. Whether it’s through automating appointment scheduling, managing e-signatures, or ensuring secure document sharing, our tools are tailored to meet the unique needs of the legal sector.

By adopting client intake software, law firms can achieve a significant reduction in administrative overhead. Tasks that previously took hours, now take minutes, and errors associated with manual data entry are significantly minimized. This not only improves operational efficiency but also enhances the accuracy and reliability of client data.

Moreover, the strategic integration of client intake software with practice management systems like Clio Manage means that every piece of client information is easily accessible. This connectivity ensures that client data flows seamlessly from intake forms to case files, reducing duplication and ensuring consistency across all client interactions.

In conclusion, the adoption of client intake software is more than just an operational upgrade—it is a strategic enhancement that positions law firms for success in a competitive landscape. By leveraging the power of automation and the efficiency of cloud-based solutions, firms can focus more on client advocacy and less on routine tasks.

Let Anthem CRM be your partner in this transformative journey. Together, we can harness the potential of innovative client intake solutions to streamline your operations and propel your business to new heights. Discover how our tailored solutions can revolutionize your client intake process and contribute to your firm’s success.