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Your No-code and AI Automation PartnerAutomate Client Intake for Law Firms
Effortlessly manage client onboarding by automating data collection, secure document requests, and staff notifications. Save time, reduce errors, and focus on what matters most - your clients.
When a Client Fills the Intake Form
1. Form Submission Received
Trigger when a new client fills out the form.
Collect Client Data
2. Store Form Data
Automatically collect and store form data in Google Sheets.
Request Secure Documents
3. Send Document Request
Send secure document request via email.
Notify Staff
4. Staff Notification
Notify team about new client intake via Slack.
Create Client Folder
5. Organize Documents
Automatically create a folder for the client in Google Drive.
- Repeat -
Automation Benefits
Benefits of Automation
Discover how your firm can benefit from automated client intake.
Enhanced Efficiency
Streamline intake tasks, reducing time spent.
Improved Accuracy
Reduce human errors and improve data accuracy.
Time Savings
Automate routine tasks to save valuable time.
Secure Document Exchange
Protect sensitive client information with secure requests.
Organized Client Data
Keep client information systematically organized.
Quick Staff Updates
Ensure your team is always in the loop with instant alerts.
Features
Key Features
Enhance your law firm's client intake with these core features.
- 1Automated Data Capture
Seamlessly capture and organize client data.
- 2Secure Document Handling
Request and receive client documents securely.
- 3Instant Staff Alerts
Ensure your team is promptly informed of new intakes.
Outcomes
Expected Outcomes
Leverage automation to improve efficiency and accuracy in your client intake process.
30%
Increase in Productivity
25%
Reduction in Intake Errors
50%
Faster Client Onboarding
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FAQ
FAQs about Client Intake Automation
Common questions and answers about automating the client intake process.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.