Best Web-Based Legal Intake Software of 2025

Smith.ai provides 24/7 virtual receptionist services that combine AI-powered automation with live, North America-based agents to enhance customer interactions. Their services include call answering, lead qualification, appointment scheduling, and payment processing, catering to businesses of all sizes and industries. By integrating with popular CRMs and calendar platforms, Smith.ai ensures seamless workflow management and efficient client communication. The platform leverages AI to improve accuracy and response times while maintaining a human touch for personalized customer experiences. With flexible pricing and scalable solutions, Smith.ai helps businesses streamline operations, boost lead conversions, and improve overall client satisfaction.

eImmigration is a comprehensive case management platform designed to simplify immigration casework for law firms and non-profits. This innovative software empowers legal professionals to save time, expedite case processing, streamline immigration form preparation, enhance client communication, and expand their practices. Developed by Cerenade, a trusted leader in legal software with over three decades of experience and client-driven insights, eImmigration is built with your needs in mind. Offering an all-in-one solution, eImmigration equips you with the tools to manage cases, forms, clients, and your practice seamlessly from a single platform.

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.

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.

LawVu is the legal space for in-house legal teams to do their best, faster. Everything you need, when and where you need it - Make it yours. All matters, contracts, spends, intakes, knowledge, and reporting are available in one flexible and simple workspace that scales with your needs. LawVu allows legal teams to have complete visibility and control. This means you can spend more time on strategic work and less on your busy work.

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

Dazychain is a corporate legal software platform that provides end-to-end matter management, including intake, triage, document management, reporting, external panel management and collaboration, knowledge management and contract management. We can create a simple configuration for you, or create a fully automated experience, using your own processes and templates.

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.

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.

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 financials and reporting, CARET Legal helps you save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before.

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".

BaseNet allows you to set up all your services in one central location. You can control everything from client intake to archive, and have all the functionality you need to run a successful practice. The future of technology. We stand for technology. We automate tedious work with AI applications and BI software, among other tools.

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.

Creator of the Legal Cloud®, an exclusive cloud-based platform for plaintiff personal injury law firms. CloudLex®, a suite of innovative apps that allows attorneys to manage and grow their practice, enables them to build, manage and grow it.

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.

The GTL Offender Management System is able to keep track of all aspects of inmate's incarcerations, from intake to release. This includes initial intake, charges and sentencing. It also records property, medical, meal planning, scheduling and temporary release. GTL OMS uses digital fingerprinting to identify inmates. This increases security and accuracy in inmate movement. Built-in reports, which interface with the SAP Crystal Reports platform, make it easy to create meaningful and accurate reports. GTL OMS is now in its third generation and uses state-of the-art web-based technology for an exceptional user experience. This has made it the #1 jail management software in the U.S. County Corrections Market. GTL OMS manages now one out of every four private and county inmates in the U.S., proving it reliable day after day.

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.

GrowPath, a cloud-based software for managing law practice management, is available. It combines client intake, case management, document management, business analytics, and document management into one platform. GrowPath assists law firms to process matters in a scalable and efficient manner to maximize revenue and increase opportunities. GrowPath was launched in 2017 as a SaaS offering. GrowPath was developed by the Law Offices of James Scott Farrin. They are one of the most prominent plaintiffs' firms in Southeast. GrowPath was built, upgraded and leveraged by the Farrin company for financial and logistical success. GrowPath has 18 patents relating to its legal technology. These include an automated lead scoring tool that helps identify high value intakes. Buzzwords is another popular patent. Buzzwords is a tool that aids staff in the client intake process by providing prompts for possible derivative cases.

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.

Lawcadia is an end-to-end legal operations platform for in-house legal teams and law firms. A unique two-sided platform with an intelligent automation engine, Lawcadia transforms the way in-house legal teams and law firms collaborate and solve business problems. In-house legal teams benefit from structured intake and triage, streamlined workflows, accurate instructions, greater control of budgets and law firm engagements, as well as optimised document, email, and matter management. Plus, configurable metrics and dashboards clearly demonstrate the legal function’s value within the organisation. An award-winning legal technology company, Lawcadia have developed Lawcadia Intelligence, an intelligent automation engine that incorporates no-code automation and logic-based workflows with an intuitive end-to-end legal operations platform. Established in 2015, Lawcadia is headquartered in Brisbane, Australia, with significant operations in London and Manila. Our clients are in varied locations across Asia-Pacific, EMEA and North America.