Client Intake Forms

byCaseFox

CaseFox's Client Intake Forms streamline the client onboarding process for law firms by offering customizable, mobile-friendly forms that capture essential client information efficiently. These forms can be embedded on your firm's website, allowing visitors to submit queries directly. Submitted data is automatically saved to your CaseFox account, facilitating easy lead management.

Features

  • Customizable, mobile-friendly intake forms
  • Multilingual support for global accessibility
  • Real-time conflict checks during client intake
  • Automatic lead capture and management
  • Secure, shareable form URLs for easy distribution

Product Details

Pricing
Freemium
Deployment
Cloud
Location
🇺🇸 Saratoga, United States

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