Best Free Legal Intake Software of 2024

CaseFox is a cloud-based, cloud-based legal billing software and case management software for lawyers, CPAs and consultants. It helps law firms with key features like client, case, document, expense tracking, timekeeping, expense tracking, billing, client intake form, billing and payments, and more. CaseFox is compatible with many top legal softwares including Quickbooks, LawPay, Xero and DropBox.

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

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.

The only law practice management software that allows you to sell services online. LegalSale Pro provides everything you need to manage your practice. We have developed industry-leading tools that can manage your cases, accounting and documents, as well as compliance. We help you organize your entire firm. You will be able to manage all your client's affairs, tasks, accounting, and scheduling in one place. Securely share with your clients documents related to their case, including invoicing and the ability to make monthly payments online. Keep notes about important dates. Securely share documents related to your client's case, including invoicing and the ability to make monthly payments online. Keep notes about important dates. Securely work from your smartphone, computer, tablet, or laptop.

LegalSale Pro is a tool that helps you build a better legal practice. The only law practice management software that allows you to sell your services online. LegalSale Pro provides everything you need to manage your practice. We have industry-leading tools to manage your case, accounting, documents and compliance. We help you organize your entire firm. You will be able to manage all your clients' matters, tasks, accounting, and scheduling in one place. Securely share documents with clients, including invoicing and monthly payments online. Keep notes about important dates.