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.
Trigger when a new client fills out the form.
Automatically collect and store form data in Google Sheets.
Send secure document request via email.
Notify team about new client intake via Slack.
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%
25%
50%
More Automation Use Cases
Potential Automations for Your Business
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Scale your impact with custom Chat Bots
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ask me anything and watch how I respond.
Smart Email AI assistants for your Inbox
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
Put your internal knowledge to work with RAG AI
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
FAQs about Client Intake Automation
Common questions and answers about automating the client intake process.
We Might Have Solved Your Problems Already
Explore Similar Automations
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Our pricing plans
Choose a plan that is suitable for your needs.
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
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
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.