Build a legal client intake system without code
Capture lead details, run conflict checks, and score eligibility in an AI-powered system built with AI to fit your firm's workflow.
Tailor your intake system to your needs
Customize intake forms with different steps and views your legal team needs. Add features like document uploads as processes evolve—no code.
Digital intake form submission
Conflict of interest checks
Secure legal document uploads
Automated case eligibility scoring
Intake status pipeline tracking
Initial consultation appointment booking
Unify your client intake data in real time
Connect form entries, matter details, and client records with real-time sync—or manage everything in Softr Databases. Create one source of truth for your legal team.
Custom access for every role. Built-in security.
Give lawyers, admins, and clients the right access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Easy, secure logins
Intake forms are mobile-ready by default. Turn your system into a downloadable app in one click so clients can submit information from anywhere.
Works on any device
Intake forms are mobile-ready by default. Turn your system into a downloadable app in one click so clients can submit information from anywhere.
Automations
Build native automations with Softr Workflows to handle status updates, conflict check notifications, and data sync automatically whenever a new lead is submitted.
User groups
Provide separate logins for partners, associates, and administrative staff, creating personalized views for each role's intake oversight needs.
Advanced permissions
Apply rules for different user groups. Customize who can view sensitive intake data or change case eligibility scores at a granular level.
Security
Protect sensitive client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations, essential for legal data protection.
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
Build your legal client intake system in minutes with AI—no manual setup or development time required.
Consolidate your stack
Add features like automated scoring, consultation booking, or conflict checks as your firm grows—no rebuild needed.
Flexible as you grow
Start with intake forms, then add client portals and matter dashboards—all in one place with no extra tools.
Generate a legal client intake system with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your legal client intake system
Launch your system today. Describe your firm's needs and Softr's AI builds your first intake app in minutes.