Doing client intake over the phone is so yesterday. Why ask every potential client the same questions when you can simply direct them to a form and have the form collect all of the information you need? Today’s legal services consumers expect attorneys to do more and more work in less and less billable hours. Do yourself a favor and automate your intake process with secure, online intake forms.
Isn’t online intake impersonal?
Maybe. And there are some attorneys that will continue to do phone and in-person interviews in an attempt to establish a more personal connection. But if you’re an attorney who simply doesn’t have the time, or would rather spend that time serving existing clients, or *GASP* having more personal time, online intake is a great option. It can even be sold to potential clients as an advantage – “Our firm uses secure online intake to reduce costs and those savings are passed onto you, the client.”
Automatically Create Signed PDFs
Allow your potential clients to sign, with their mouse or their finger, and produce a complete PDF document for your records. We can create a custom PDF template just for you for a one-time cost.
Integrated with your Clio Account
If you use Clio, JurisIntake makes your life simpler. Right now you’re probably calling new clients on the phone, and then recording all of the information you get out of your phone interview into your Clio account. Or maybe you’re doing intake via email, transcribing information from an email into your Clio account. You don’t have to do this anymore!
JurisIntake connects intake forms to your Clio account so that new contacts are created with all of the their intake responses along with them. You can even use custom Clio fields.
Works on Mobile
Your new clients will be able to complete their intake forms conveniently on any device – laptops, tablets, phone, phablets, and whatever else people are using will all work!
Secure, so Clients’ Data is Safe
JurisIntake uses industry standard 128 bit SSL encryption (see that green lock button in the URL bar?) so that your clients’ information stays secure.
JurisIntake forms are hosted on our secure servers. This saves you the hassle of having to worry about securing your existing website. Your intake form will be available to clients at yourfirm.jurisintake.com.
However, it can be customized by us with your firm’s logo, colors and contact information so that it provides a more branded experience for your new clients.
Though Clio users will get the greatest benefit from using JurisIntake by virtue of the tight integration with Clio, JurisIntake can also be used by firms without Clio. In this case, JurisIntake captures all of the client intake securely and sends an email with all of that information to your email address.
With JurisIntake forms, you can provide detailed descriptions for any form field. If you typically get asked to clarify exactly what information you’re looking for when asking clients for certain intake information, these descriptions can be used to provide extra instruction.
Let’s Get Your Intake Form Built!
Fill out the form below and we’ll contact you to get your new client intake form built so you can start saving your valuable time.