Client Intake Forms
AbacusLaw's Client Intake Forms streamline the process of gathering and entering client and case information by consolidating data entry into a single, user-friendly interface. This feature allows legal professionals to efficiently create and link records for matters, clients, related parties, calendar events, and notes in one step, enhancing productivity and reducing the potential for errors.
Features
- Single-window data entry for cases, clients, linked names, events, and notes
- Customizable forms to match specific practice needs
- Web Intake Forms for client self-entry via a secure website
- Automatic creation and linking of records within AbacusLaw
- Integration with calendaring and task management systems
- Support for internal and web-based data collection
- Ability to add, edit, or clone intake forms for tailored data collection
- Configuration of email addresses to receive intake form data
- Uploading web intake forms to a web server
Product Details
- Pricing
- Subscription
- Deployment
- On premise
- Location
- 🇺🇸 Las Vegas, United States
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