Client Intake

Capture, qualify, and onboard clients—without manual work.

Book a Demo

About

Custom intake forms

Create forms tailored to your practice—no generic templates.

Automatically create cases

New submissions instantly become matters inside Clasp.

Structured client data

Capture everything in a consistent, searchable format.

Client-ready experience

Send clean, secure intake forms your clients can complete from anywhere.

Automations

Trigger workflows when a form is submitted

Automatically kick off tasks, notifications, and next steps the moment a client submits a form.

Assign tasks and owners automatically

Ensure the right people are assigned instantly—no manual coordination required.

Route cases based on responses

Direct new matters to the right team, attorney, or workflow based on client inputs.

Track status from intake to engagement

See exactly where every client stands—from initial submission to signed engagement.

Trigger workflows when a form is submitted

Automatically kick off tasks, notifications, and next steps the moment a client submits a form.

Assign tasks and owners automatically

Ensure the right people are assigned instantly—no manual coordination required.

FAQs

FAQs about legal client intake systems for law firms

Contact Clasp

Book a Demo

Can I customize intake forms for my practice?

Yes. Build forms tailored to your firm with custom fields, questions, and workflows.

Can I route submissions based on responses?

Can clients upload documents during intake?

Is client information secure?

How is this different from Typeform or PDFs?

Do submissions automatically create cases?

Purpose-built for moving cases forward, faster. Designed for the Al era.

Book a Demo

Purpose-built for moving cases forward, faster. Designed for the Al era.

Book a Demo

Purpose-built for moving cases forward, faster. Designed for the Al era.

Book a Demo