Legal Client Intake Software and Online Forms for Law Firms

Q: What is a legal client intake form?

A client intake form is a questionnaire that prospective clients complete before meeting with a law firm. It collects contact information, details about the legal matter, and other background information the firm needs to evaluate the case, perform conflict checks, prepare for the initial consultation, and determine whether representation is appropriate. Law firms commonly deliver intake forms by email, through secure links, or directly on their websites.

Q: What should a legal client intake form include?

A legal client intake form typically includes the client's name, contact information, preferred communication method, details about the legal issue, important dates, names of other involved parties, previous legal representation, and upcoming deadlines. Depending on the practice area, it may also collect financial information, insurance details, supporting documents, and other case-specific information needed to evaluate the matter.

Q: What happens after a client submits an intake form?

After a client submits an intake form, RunSensible automatically creates or updates the client contact, opens a new matter if appropriate, and places the prospect into the firm's intake pipeline. Automated workflows can then send confirmation emails, assign follow-up tasks, request supporting documents, schedule consultations, collect payments, or send engagement agreements for electronic signature.

Q: Does RunSensible include intake form templates?

Yes. RunSensible provides professionally designed legal intake form templates that can be customized using a drag-and-drop form builder. Firms can modify fields, branding, workflows, and conditional logic to match their practice areas and client intake processes.

Q: Can intake forms adapt to a client's answers?

Yes. RunSensible supports conditional logic that dynamically displays or hides questions based on previous responses. This creates shorter, more relevant forms that improve completion rates while collecting the information required for each specific type of legal matter.

Q: Do intake forms work on mobile devices?

Yes. RunSensible intake forms are fully responsive and work on smartphones, tablets, and desktop computers. Clients can complete forms, upload supporting documents, sign agreements electronically, and make payments from virtually any modern device without installing additional software.

Capture the client, collect payment, and open the matter with one online intake form.

Turn every inquiry into an organized, paying client. RunSensible’s legal client intake software lets your firm build custom online intake forms, collect e-signatures and payments up front, and move new matters straight into your case management system — without retyping a single field.

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What is legal client intake software?

Capture

Online forms and conditional logics

Collect

Information from prospective clients

Create

routes collected information into system

Connect

Gathered data to the right contact or matter

Legal client intake software lets law firms collect information from prospective clients through online forms rather than paper, PDFs, or phone calls — and then automatically routes it into the firm’s contacts, matters, and workflows. A good intake system screens potential clients, gathers case details, collects documents and signatures, and starts the engagement without anyone re-typing data.

RunSensible goes one step further: because intake is built into a complete legal practice management platform, your intake form can also trigger automations and open the matter — no separate intake product or CRM subscription required.

Intake is where firms
win or lose clients

Every prospective client who fills out a paper form, waits days for a callback, or abandons a clunky PDF is revenue at risk. Manual intake also creates the problems that eat into billable time: retyping contact details, chasing unpaid consultation fees, and hunting for the engagement letter someone forgot to send.

With RunSensible, your intake process runs itself:

Capture every lead. Prospects complete your form on any device, on their own time.
Get paid before work starts. Make payment a required step of the form itself.
Eliminate double entry. Submissions become contacts and matters automatically.
Make a professional first impression. A branded, mobile-friendly form — not a scanned PDF.

Why Law Firms Replace Manual Intake

Every hour your staff spends rekeying client details from a notepad or spreadsheet is unbilled time — and every day a prospect waits for paperwork is a chance for them to call another firm.

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Build intake forms that fit your practice

Create the exact form each matter type needs with a drag-and-drop editor — no coding required. Start from professionally designed templates for practice areas like family law, personal injury, and estate planning, or build from scratch with custom fields for the information your firm actually uses.

Conditional logic keeps forms short and relevant. Set if/then rules so questions appear only when a previous answer makes them relevant. A personal injury prospect sees accident questions; a family law prospect doesn’t. Shorter forms get finished more often.

Share your forms anywhere clients find you

Publish a public legal intake form link in a few clicks. Send it by email, embed it on your website, or include it in your follow-up sequences. Forms are fully mobile-responsive, so clients can complete them from a phone in a waiting room or a laptop at midnight — no printing, scanning, or office visit required.

Turn submissions into matters automatically

The moment a prospect submits a form, RunSensible captures their contact and matter details, adds them to your CRM pipeline, and triggers the automated workflows you define — confirmation emails, follow-up tasks, document requests, or a consultation booking.

Your pipeline shows every prospective client by stage, so you can see at a glance who needs a follow-up and who is ready to sign.

Get engagement letters signed in the same flow

Include fee agreements and engagement letters in the intake packet and collect legally binding e-signatures without separate signature software or follow-up emails. The signed document is saved to the matter automatically, and you’re notified the moment it’s complete.

Collect sensitive information securely

Intake forms routinely carry identification documents, financial statements, and case details. RunSensible protects submitted information with encrypted storage and strict data-protection practices, and collected files are stored against the right contact and matter — not in an email inbox.

How the intake workflow works

Share your form

Send the link, embed it on your site, or email it to a prospect.

The client completes it

Conditional logic keeps the form short and easy to apply.

Contact or Lead are created

No retyping, no spreadsheet.

The automation run

Automation runs and sends an email or notification.

Work begins

Follow-up tasks, calendar events, and billing are the next steps.

Standalone intake tools vs. RunSensible

Capability	Standalone form or intake tool	RunSensible
Intake forms with conditional logic	Yes	Yes
Contact and Lead created automatically	Requires integration	Built in
E-signature on engagement letters	Separate subscription	Included
Billing, trust accounting, calendaring	Separate tools	Same platform
Extra product or CRM subscription needed	Often	No

Built for the firms that feel intake pain most

RunSensible legal client intake works for independent paralegals, solo lawyers, and small and growing firms — the teams where every hour spent retyping forms is an hour of billable work lost. Because forms are template-driven, firms in family law, personal injury, estate planning, immigration, and other practice areas can tailor intake to each matter type without the need for technical staff.

Simple to set up, supported when you need it

You don’t need an IT department to modernize intake. Build your first form, connect a payment gateway, and share the link the same day. RunSensible is a company with support available by phone and email, plus a detailed Help Center for step-by-step guidance.

Every plan starts with a 14-day free trial — no credit card required — See pricing.

Client Intake software FAQs

What is a legal client intake form?

A client intake form is a questionnaire a prospective client completes before meeting with a law firm. It collects contact details, case information, and background information the firm needs to evaluate the matter, check suitability, and prepare for the first consultation. Law firms share intake forms by email, embed them on their websites, or send them as a link.

What should a legal client intake form include?

A legal client intake form typically includes the client’s full name and contact information, how they heard about the firm, a description of the legal issue with relevant dates, names of other involved parties, prior legal history, and any deadlines. Depending on the practice area, it may also collect financial information, insurance details, and supporting documents.

What is legal client intake software?

Legal client intake software automates the process of collecting and acting on prospective-client information. Instead of paper forms and manual data entry, the software presents an online form, stores responses securely, creates the contact and matter automatically, and triggers next steps such as follow-up emails, e-signatures, or payment collection.

What happens after a client submits an intake form?

RunSensible automatically creates or updates the contact and places the prospect in your intake pipeline. From there, your automated workflows take over — sending confirmations, assigning follow-up tasks, requesting documents, or sending the engagement letter for e-signature.

Start turning intake into signed, paid matters

See how much time your firm gets back when intake runs itself.

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Legal Client Intake Software and Online Forms for Law Firms

Capture the client, collect payment, and open the matter with one online intake form.