Legal · North America · Client intake
A law firm moves client intake online and stops retyping answers
New clients complete one online intake that asks only what applies to them. Each intake arrives as a PDF for the right person, and the engagement letter is signed online.
New client intakeAbout your matter
What is your matter about?
FamilyEmploymentPropertyWills and estates
Is there a deadline or hearing date?
YesNo
Date of the deadline
Select a date
Briefly describe your situation
My employer changed my contract without notice…
Step 2 of 4Continue
The challenge
Every new matter starts with intake, and the questions depend on the case. Ask too little and staff chase details; ask too much and clients give up.
Paper forms and intake calls meant retyping answers and sending engagement letters back and forth for signature.
What runs on OLODESK
An online intake that looks like the firm’s own website.
- Only the questions that matterQuestions adapt to each answer, and clients can save and finish later.
- A PDF ready to readEach intake arrives in the firm’s own layout, sent to the right person.
- Engagement letters signed onlineNew clients sign from a link, on any device.
- Every intake on fileOne list for staff, behind a sign-in with the firm’s logo, with each PDF a click away.
Client intakeEmployment · submitted onlinePDF
Client
NameJordan Ellis
ContactEmail, mornings
The matter
TypeEmploymentFamilyProperty
DeadlineYesNo
DateApril 30
Next steps
Referred byA former client
MeetingIn personVideo call
Page 1
IntakesSearch
| Submitted | Client | Matter | Assigned to | |
|---|---|---|---|---|
| Today, 10:42 | Jordan Ellis | Employment | Rachel | Download |
| Yesterday | Priya Shah | Property | Marcus | Download |
| Monday | Leo Martins | Wills and estates | Rachel | Download |
| Last week | Ana Costa | Family | Helen | Download |
9:415G
Engagement letterAlder & Finch
Document
Engagement letter
Employment matter · 3 pages
Read before signing
engagement-letter.pdfRead
Your signature
The results
- Every new matter starts with complete, consistent answers.
- Staff stop retyping forms and spend that time on clients.
- Engagement letters come back signed, with no printing or scanning.
- New clients get a faster, more professional first experience.
At a glance
- Before
- Paper forms and intake calls, typed up by staff.
- Now
- An online intake, with a PDF of every new matter.
- Systems like this
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Take client intake online
Bring the questions you ask today, and get every new matter as a PDF in your own layout.