The form gets filled out, then filled out again
A client submits information online, and someone on the team retypes it into the case file or practice management system.
Legal Client Intake
Legal Client Intake Software That Turns Intake Into a Ready-to-Work Matter
Stop treating intake as a form that gets forwarded and re-typed. ClauseBorne turns submitted client information into a structured matter, complete with the right fields, documents, and next steps already in place.
- Built for law firms
- Firm-configured intake
- Secure by design
- Connected to your matters
What Is Legal Client Intake Software?
Legal intake software is the layer that captures information from a prospective or new client and turns it into something a firm can actually work with, structured, assigned, and ready for the next step, rather than a form sitting in an inbox waiting to be manually processed.
- Information Capture
- Document Collection
- Matter Structuring
- Routing & Assignment
- Attorney Handoff
ClauseBorne is built specifically as attorney client intake software that connects directly to matter creation, not as a standalone form builder.
Your Intake Process Shouldn't Create a Second Intake Process
Documents arrive, then get re-organized
Uploaded files land in one place and have to be manually renamed, sorted, or moved before anyone can use them.
Every new matter starts from a blank slate
Even for a matter type the firm handles constantly, someone rebuilds the same fields, tasks, and structure by hand.
Follow-up depends on someone remembering
Nothing happens automatically once a form is submitted. A person has to notice it, read it, and decide what comes next.
ClauseBorne removes the second intake process. What a client submits becomes the matter.
From Client Intake to Matter-Ready
Client submits intake
Information and documents are collected through a firm-configured form.
ClauseBorne structures the information
Submitted data maps directly into matter fields.
Matter is created
A structured matter exists without manual data entry.
Required tasks appear
The workflow generates the next steps automatically.
Work routes to the right person
Assignments follow the firm's defined process.
Attorney reviews and confirms
The matter is ready to move forward with attorney sign-off.
This is what automated client intake looks like when the intake form is connected to the matter, not sitting apart from it.
Automate the Legal Intake Work Between the Form and the Matter
Information Mapping
Submitted answers populate the correct matter fields without manual re-entry.
Document Collection
Client-uploaded files are captured and organized by matter from the start.
Conflict and Eligibility Checks
Early screening steps can run as part of the intake process itself.
Matter Creation
A structured matter is created directly from completed intake, not built separately afterward.
Task Generation
The steps that follow intake, like document requests or initial review, are created automatically.
Assignment and Routing
New matters reach the right paralegal or attorney without someone deciding manually every time.
This is the core of legal intake automation: closing the gap between a submitted form and a matter someone can actually work.
One Generic Intake Form Doesn't Fit Every Legal Matter
A personal injury intake needs different fields than an estate planning intake. A business formation matter needs different documents than a landlord-tenant dispute. Generic intake forms treat every client the same way, which means someone still has to sort out what actually applies once the form comes in.
ClauseBorne lets firms configure intake by matter type, so the fields, documents, and follow-up steps match the work the client actually needs, not a one-size-fits-all form.
Intake Doesn't Stop at Form Fields
Real intake includes signed documents, uploaded evidence, identification, prior correspondence, and sometimes payment information. Law firm client intake software that only collects text answers still leaves a firm assembling the rest by hand.
ClauseBorne treats document collection as part of intake itself, so files arrive already tied to the matter they belong to.
The Information Collected at Intake Should Keep Working
Client name, matter type, key dates, and case details shouldn't sit inside an intake form as a static record. Once collected, that information should populate the matter, support draft preparation, and stay available to everyone working the case.
ClauseBorne carries intake data forward instead of treating it as a one-time input.
More Than an Online Intake Form
A basic online form collects answers. It doesn't create a matter, assign work, or know what should happen next. That's the difference between an intake form and client intake management software: one captures information, the other turns that information into work the firm can act on.
Get the Matter to the Right Person Without Another Handoff
New intake often needs a first look before anyone knows where it belongs, who should own it, or what practice area it falls under. ClauseBorne can route based on matter type, practice area, or firm-defined rules, so a completed intake reaches the right person without someone manually forwarding an email.
Make Intake Easier for the Client Too
Clients contacting a law firm are often dealing with something stressful. A long, generic form that doesn't reflect their situation adds friction at exactly the wrong moment. Configuring intake by matter type means clients answer questions relevant to their case, not a generic checklist built for every possible matter at once.
Keep Every Intake Organized From Submission to Matter
Before a matter formally opens, intake can sit in limbo: submitted, but not yet reviewed, assigned, or converted. ClauseBorne gives that in-between stage visibility, so nothing submitted gets lost, forgotten, or duplicated before it becomes a matter.
- Submitted
- Under Review
- Matter Created
- Assigned
- Attorney Confirmed
What Legal Intake Looks Like Before and After ClauseBorne
Without ClauseBorne
Client submits form → email notification → staff reviews manually → information retyped into case file → documents saved separately → staff creates tasks manually → matter opened → attorney notified separately
With ClauseBorne
Client submits form → information structured automatically → matter created → documents attached → tasks generated → work assigned → attorney reviews and confirms
Built for Sensitive Client Information
Intake is often the first point where a firm collects sensitive personal, medical, or financial information, before a formal attorney-client relationship is even confirmed. That makes security a starting requirement, not an afterthought.
- Data encryption
- Role-based access
- Secure document handling
- Audit history
- Firm-isolated data
Connect Intake With the Rest of Your Legal Stack
- Microsoft Word / Microsoft 365
- Outlook / Gmail
- SharePoint / Google Drive / Dropbox
- Clio / MyCase (if supported)
- API for custom workflows
Law firm intake automation works best when it doesn't require a firm to abandon the tools it already relies on. ClauseBorne is built to sit inside that existing stack.
What Should Legal Client Intake Software Automate?
| Best candidates for automation | Keep human-led |
|---|---|
| Information capture | Client counseling |
| Document collection | Case evaluation |
| Matter field population | Conflict determination (final call) |
| Task and deadline creation | Fee agreement decisions |
| Routing and assignment | Accepting or declining representation |
| Status tracking | Substantive legal advice |
See What Your Intake Process Could Look Like Structured
Send us your current intake form or process, and we'll show you what it looks like as a connected ClauseBorne workflow, from submission to a matter that's ready to work.
Legal Client Intake Software FAQs
What is legal client intake software?
It's software that captures client information and documents at the start of a matter and structures that information into a usable case file, rather than leaving it as a static form submission.
How is legal intake software different from a general contact form?
A contact form only sends a notification. Legal intake software captures structured information, organizes documents, and can create a matter directly from what's submitted.
What is automated client intake?
Automated client intake refers to the process of turning a submitted form into a structured matter automatically, including populating fields, generating tasks, and routing the matter to the right person, without manual data entry.
Can law firm client intake software reduce manual data entry?
Yes. Information submitted through intake can populate matter fields directly, removing the need to retype client details into a separate system.
What is legal intake automation?
Legal intake automation covers the steps between a client submitting a form and a matter being ready to work: information mapping, document collection, task generation, and routing.
Does attorney client intake software replace the need for a conflict check?
No. Attorney client intake software can support early screening steps, but conflict determinations and decisions to accept representation remain attorney-led.
Can intake forms be customized by matter type?
Yes. Different matter types can use different fields, documents, and follow-up steps rather than one generic form for every client.
What is client intake management software?
Client intake management software manages intake as an ongoing process, tracking submissions from received through reviewed, assigned, and converted into a matter, rather than treating each form as a one-time event.
Can ClauseBorne route new intake to the right attorney or paralegal automatically?
Yes. Intake can route based on matter type, practice area, or rules the firm defines.