Client Intake Automation That Works for Your Law Firm
Transform your client onboarding process with Docassemble automation. Screen cases faster, reduce paralegal workload, and deliver a smoother client experience from the first interaction.
Client Intake Shouldn’t Slow Down Your Practice
Manual intake wastes billable time, delays responses, and creates inconsistent screening. A modern intake flow should qualify faster and feel effortless for clients.
Time-Consuming Manual Work
Teams spend hours collecting basics, scheduling consults, and re-entering data across tools.
Inconsistent Screening
Without standard logic, qualification varies by staff member—creating missed opportunities and risk.
Lower Conversions
Slow follow-ups and repeated questions frustrate leads at the exact moment they need clarity.
Intelligent Intake Automation with Docassemble
We build Docassemble-powered intake systems that ask the right questions, apply your firm’s logic, and generate accurate packets—without losing your human touch.
Conversational Interviews
Dynamic question flow that adapts to client answers and collects complete, structured data.
Automated Qualification
Rules-based screening flags priority matters and filters cases that don’t meet criteria.
Document Assembly
Generate intake forms, engagement letters, and conflict-check reports from the same dataset.
Real Results for Your Law Firm
Our Docassemble intake automation delivers tangible improvements to operations, client satisfaction, and the bottom line.
Faster Case Screening
Reduce initial evaluation from hours to minutes with pre-qualified leads and organized summaries.
Lower Administrative Costs
Automation handles routine collection + packet creation so staff can focus on higher-value work.
Increased Lead Conversion
Instant responses and clear next steps convert more consultations into retained clients.
Consistent Quality Standards
Standardized workflows ensure every client receives the same thorough screening experience.
From Consultation to Launch in 4 Steps
A simple, reliable rollout that matches your workflows and practice areas.
Discovery & Workflow Analysis
Map your intake criteria, bottlenecks, and integrations so the system fits your practice perfectly.
Custom Docassemble Development
We build interviews, logic, and document outputs aligned to your firm’s screening requirements.
Testing & Refinement
Run real scenarios, refine question flow, and finalize outputs before launch.
Deployment & Training
Go live with a clean handoff, training, and support so the team adopts quickly.
Built for Legal Workflows
A delivery approach designed for reliability, accuracy, and ongoing iteration.
Ready to Transform Your Client Intake?
Schedule a consultation to discuss your intake workflow and see how Docassemble can streamline your practice.
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