Best Legal Intake Software with a Free Trial of 2024

Cerenade’s eIMMIGRATION is the #1 ranked and most-widely used legal practice management software for immigration professionals. It is cloud-based, easy-to-use with a modern UI, and offers: Case Management, Contact Relationship Management (CRM), Workflow Automation, Document Assembly, Client Intake, Billing, Reporting, Smart Alerts, USCIS & Priority Times Tracking, e-Filing, e-Signatures and much more. eIMMIGRATION's feature set makes it suitable for firms and non-profits of all sizes. In addition to providing practices with all-in-one functionality, a subscription to eIMMIGRATION gives users access to Cerenade’s best-in-class customer service team, technical support for customizations and integrations, and training resources to provide immigration professionals with a seamless user experience. Contact Cerenade today for a free trial and schedule a demo to learn more.

Jusnote is a comprehensive legal practice management platform built for modern law firms and individual practitioners looking to optimize their workflows and enhance productivity. With a suite of powerful tools designed to streamline case management, document handling, time tracking, billing, and client communication, Jusnote brings efficiency, organization, and security to legal professionals. Why Choose Jusnote? For legal professionals, time is money, and every detail matters. Jusnote is crafted to meet these unique demands, offering an intuitive interface, rich functionality, and extensive customization to fit the diverse needs of law firms. Whether managing a large firm or a solo practice, Jusnote is designed to simplify operations, improve accuracy, and provide peace of mind through reliable and secure technology. Choose Jusnote to transform your legal practice with a powerful, easy-to-use tool that takes the hassle out of case management and lets you focus on delivering results for your clients.

Thousands of successful practices run on Assembly solutions – and have for decades. Now, we’re matching a generation of experience with next-gen cloud technology. Assembly Neos is a powerful, work-from-anywhere platform built to optimize tasks and communications, generate caseload insights, and boost firm profitability like never before. With Assembly Neos you gain access to: a live activity feed, real-time dashboards, automated reports, world-class support and much more. Leverage rich document management and work with staff together on documents to save time and gain efficiency. Access templates for dozens of case types and customizable case libraries. With Neos you can win more cases with less work. Now available - Intake Pro! - Automatically process incoming leads from call-ins or web sources, and send notifications to clients - Generate and send a retainer, referral, or rejection letter with the click of a button - Generate reports that track marketing campaigns and provide insight into ROI and pipeline activities - Schedule automated emails, send SMS messages, and keep leads warm

Law Ruler is a reliable software solution for legal customer relationship management (CRM), and case intake. Law Ruler was designed for law firms and features tools and capabilities that allow users to automate the intake process, increase lead generation and conversion rates. Law Ruler's key features include call tracking phone numbers and automated email and SMS messages. It also allows for customizable online intake forms and e-signature integration. Practice management software integrations are also available.

CARET Legal is the leading solution for legal professionals to manage their practice and create space for what matters, including delighting clients and maximizing billable time. From client intake, to matter management, to back-office reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. With almost a decade in business, 95% of CARET Legal customers would recommend the platform to others. Law firms using CARET Legal report that they recoup their investment 31% faster than G2's legal practice management software category average.

Software and tools designed by legal professionals can transform your law practice. Finally, a mobile application that integrates with your case management software. Automate discovery, intake, and lead generation. Intelligent forms that allow for 24/7 client intake with criteria-based questions sets for each plaintiff. One central hub allows you to manage and monitor your case. All information from CP Direct is directly fed into the case management software. Reduce the clutter and keep everyone on track with the calendar, expenses, as well as plaintiff information directly in the app. You can automate intake forms for all clients using common templates. This allows you to collect initial data for each case without ever having to pick up the phone or write an email. All documents and deadlines can be managed from one central hub using customizable workflows, reminders, and other tools to automate your internal processes.

Is your tech making managing cases and your practice easier? Or is it another demand on your time? It's time to Think Simple. Introducing the next generation of SimpleLaw. One platform to manage your firm from lead intake through to matter resolution. Customizable to your firm, your process, and your individual client needs. We are offering 3-months free. Pricing is simple, too. Everything we build, which includes: Built-in CRM, Matter management, Task management, Calendar management, Document management, An optional Client Portal, Robust custom Reporting, And so much more. All of this and more for $49/user/mo, billed monthly or $39/user/mo, billed annually. It’s time to think different. Think Simple.

Easysoft Legal Software-The most trusted and affordable solution for lawyers in real estate and family law. It is mobile-compatible and compliant, making it the best legal calculating tool for over 35 years. Easysoft Real Estate handles complex calculations for real-estate transactions, including automated CD and HUD calculations, projected payments, cash and cash closings, and you can also conduct title searches, complete1099S reporting, and file directly from the software. Easysoft Family Law is a state-specific software program for family law attorneys and staff. The New Jersey product includes the Case Information Statement, worksheet comparators, historical expenditures, child support worksheets, and a time-saving client intake portal. Massachusetts Family Law software will soon be available. Ask about our product for uncontested divorces in New York. FREE demo, FREE 7-day trial, FREE support. Visit easysoft-usa.com, or call 1-800-905-7638 extension 1.

Data is the lifeblood of your business. Optimize the way it's managed. LeadTrac™ allows you to have customized field sets that allow you to organize data and streamline enrollments, sales, and intake. To keep clients, employees, and tasks on track, you can use powerful, configurable workflows for each department.

Multilingual questionnaires, case management, and the first CRM specifically designed for immigration lawyers combine to create Docketwise. Docketwise is a collaborative, multilingual system that prepares forms with robust case management. It's the first CRM specifically designed for immigration lawyers. We have redesigned the client intake process, creating a modern and collaborative experience that makes it easier for you to work with clients and saves time. Our comprehensive form library is available for all types of immigration law. You can combine any number of forms into one intake questionnaire for your client. You can either download the entire collection or each one individually. Translate questionnaires into Spanish and other languages such as French, Portuguese, Russian or Arabic. Clients can send questionnaires by email or text message, which they can complete on their smartphones or computers. You can track the status of invitations, from "Sent" through "Submitted for review".

Small businesses need a superior intake, answering and qualification service Our U.S.-based virtual receptionists are available to capture and qualify leads, book new clients, or build better relationships with existing clients. Prices start at $70 per month. Receptionists based in the United States are available for duty Monday through Friday, from 5am to 9pm PT/8am to 12am ET. All calls and overflow should be forwarded only. For complete workflows, lead qualification and intake can be done with CRM integration. Calendar software integration allows for appointment and call-back scheduling. Payment collection with integration to your credit-card processing software. Spam & Sales call blocking, call screening and prioritization plus VIP pass-throughs.

DirectLaw, a cloud-based platform for client-facing legal document automation, enables users to deliver online legal services. DirectLaw features include online intake forms, client-facing automation, document review online services, selling document review online services, selling legal advice online by telephone, client facing calendar, as well as the ability to create and edit client-facing documents. DirectLaw integrates with Google Apps and Box, Rocket Matter, among others.

You can empower your team with the best case management software. It provides everything you need, including client intake, billing, trust accounting, document management, crm, client management, advanced reporting, document administration, crm, crm, client intake and billing. Lawcus makes it easy to manage cases and provide robust billing and trust accounting. Our intake forms, eSignatures and text messaging make it easier to convert more leads into clients. Our workflows make it easy to automate consistent and repeatable processes. Lawcus provides a bird's-eye view that allows you to quickly see all your matters, and determine what needs your attention. With matter-centric conversations, you can collaborate with your team. All communications with clients and your team can be kept in one place. You can organize and delegate tasks, set deadlines, add subtasks, track work in progress, and get it done quicker.

Your firm should be run differently in order to meet the 2020 client demands. Clients expect law firms to be as easy-to-work with as their iPhones, and as predictable as their Netflix subscriptions. ClientRock will help your firm provide a unique experience that will keep them coming back for more. Your intake process is your chance to make a lasting impression. Don't make it difficult for yourself to get started. ClientRock will help you set up appointments, gather client information, collect payment details, and get fee agreements signed in a single, easy-to-use (and customizable) process. It's great that you book a consultation. But what happens afterward? ClientRock makes it easy to convert consultations into engagements in just one click. ClientRock saves you time and effort by not having to follow up with clients to sign the fee agreement. ClientRock will remind them.

Caseroads.com is a cloud-based, feature-rich practice management service that can be used from anywhere. It costs up to 70% less than similar providers. It is easy to use and allows for secure work from anywhere. All the functionality you need is included in one low price per user. Get your company to the next level. Work smarter, improve operations, get paid faster. Get started today with a 30-day free trial. Caseroads allows you to manage a larger case load with greater efficiency. It helps you keep track of all important tasks, events, and deadlines. It allows you to track and understand each matter's status. It gives you insight into the operations of your firm and makes it easier to manage a larger client base by allowing for better scheduling, intake, and conflict management. Caseroads makes it easier to onboard clients, track and access cases, store and locate client or matter documents, and capture case activities.

Legal Tracker (formerly Serengeti Tracker) meets the complex needs of corporate legal departments. It is the industry's most robust e-billing, matter management, and analytics AI-powered solution, trusted by more than 1,600 corporate law departments across Fortune 500 and startup companies. Who uses Legal Tracker? 1,600+ corporate legal departments 100% of AmLaw 200 and Global 100 firms 66,000+ law firms and vendors 455,000 users in 220 countries

Lolly Law is an award winning practice management solution for law firms that specialize in immigration or related areas. Lolly Law's ease-of-use and powerful tools for creating, managing, and tracking cases has been unmatched since 2014. Lolly Law's case management software also includes fully customizable immigration workflows, form sets from USCIS and DOJ, DOS and the FBI. ReForm makes it easy to fill out forms quicker and more efficiently. Finally, a way to fill out pdf forms online. Online immigration forms can be filled out, assigned to clients, and data sync throughout the process. The integrated online portal allows you to collect information and files from clients. Clients can now access the integrated online portal to quickly share information and make payments online. Online collaboration and coordination with your team is possible using one software. Instantly communicate with your team, track and delegate tasks, and get notified about important changes.

Captorra is the best case intake and lead conversion software for law firms that specialize in mass tort, personal injuries, bankruptcy, criminal defense and immigration. Captorra is a software solution that helps law firms convert leads into new cases. This cloud-based software solution provides powerful tools for lead conversion, client sign-ups, process automation, intake scripts and eSignature capabilities. It also allows for referral management, management and management of physical sign-up packages, email marketing analysis, and reporting.

You can speed up your invoice review and approval, get clean and compliant billing in real time, and get your bills out 5x faster! Accelerate invoice review and approval, meet real-time billing guidelines compliance, and automate your UTBMS Coding. Automate your UTBMS code completely. No more tedious, time-consuming headaches. Fully automated AI-powered invoicing and matter management system. Edit, merge, combine, or convert LEDES 1998B invoices easily! Automates client intake, including preliminary conflict checks. Alerts and real-time budgeting information.