Build your own legal client intake system, no code required
Streamline client onboarding, organize case details, and enhance workflows with a custom intake system tailored to your legal practice.
Customize your intake system around your process
Design a client intake flow that matches your legal team’s needs. Add only the forms and steps you use, and update your setup as workflows change.
New client intake form
Case qualification workflow
Document upload and management
Automated appointment scheduling
Status tracking and notifications
Client communication log
Bring all your client intake data together
Connect spreadsheets, case management systems, and CRM tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your legal practice.
Give every client a custom, secure intake experience.
Streamline client intake with a branded portal. Collect critical information, manage permissions, and ensure privacy for every new case.
Easy, secure logins
Clients can complete intake forms and upload documents from any device. No extra setup required—mobile-ready by default.
Works on any device
Clients can complete intake forms and upload documents from any device. No extra setup required—mobile-ready by default.
Automations
Connect with your case management tools to auto-route submissions, send reminders, or trigger next steps for new clients.
User groups
Give different client types and staff members tailored dashboards and access to specific forms and documents.
Advanced permissions
Control who can view intake forms, access case details, or follow up—set rules by user group or individual record.
Security
Ensure all client data is protected. Softr is fully SOC2 and GDPR compliant for legal data privacy.
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Give intake teams an AI assistant
AI answers new client questions and guides form completion, right inside your intake system—saving time for your team.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Launch your legal client intake forms in minutes with drag-and-drop blocks and templates.
Consolidate your stack
Add new intake steps, automate follow-ups, or adjust forms as your legal practice evolves.
Flexible as you grow
Streamline client intake, case management, and follow-up forms—all in one secure platform.
Build a fully custom legal client intake system in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your legal client intake system today