Track the information your law firm needs.
- Fully customizable fields
- Text, dates, numbers, and paragraphs
- All the info at the tips of your fingers
Custom Intake Forms
Get all the information you need.
- Clients complete info requests on their time
- Create as many forms as needed
- Available via the portal or via email
Let the software do the work.
- Word or PDF files
- Put all that data to work
- Reusable templates across cases
Gather the data that makes a difference.
Maximizing the client experience and law firm productivity starts with knowing your clients. But it can be a lot of information to track.
SimpleLaw lets you create custom fields to gather the specific information you need. This data can be used to automate document completion, too.
Data is securely stored and easily accessible through the platform, for the law firm's eyes only.
Customize the intake process.
Each case has its own set of data requirements. Put an end to redundant processes gathering information and then re-entering it to documents.
Create as many intake forms as you need. Use custom fields. Let clients complete the forms as their schedule permits. Send the forms via email if you choose not to give the client portal access. Then use the information to complete documents in a few clicks, not several minutes. Simple as that.
Maximize law firm productivity.
With SimpleLaw document automation, forms are filled automatically using the data you already store. And we don't limit it to case details—use custom fields and client intake details too.
Forms can be created by case. You can also create templates that are reusable, across cases, that are filled automatically.
You've got to see it to believe it.
Read more about this topic, and more, to make your practice the best it can be.