Intake & compliance
Sign the right clients, safely
A guided intake wizard that verifies the statute of limitations and runs conflict checks before a matter is ever opened — so a limitations problem or a conflict never surprises you after you've signed.
Guided intake wizard
Capture the client, the incident, and a case-type questionnaire step by step, then convert qualified leads into matters in one move.
SOL verification
Statute dates are computed at intake and must be verified by an attorney before conversion — limitations problems surface early, not late.
Conflict checks
Screen every new matter against your entire contact and case history, with the results recorded on the intake.
Retainer e-signature
Send a secure link and let the client sign the retainer from any device; signing advances the intake automatically.
Configurable questionnaires
Build the question set for each case type once; every intake follows it.
Web lead capture
A public intake form feeds new leads straight into the pipeline, spam-protected.
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