Client Intake

Capture Client Details Quickly and Keep Everything Organised
Collect and manage client information through a simple, structured intake process that helps your firm capture essential details in one place and open matters without unnecessary delay.
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Simple & Structured Client Intake

Track related contacts

There’s a better way to handle new client enquiries. Casetrak helps you collect, organise, and manage client information without spreadsheets or manual work. You can quickly capture client details, eliminate paper forms, and keep everything structured in one centralised system.

Go Fully Digital

Move away from outdated processes and paperwork with a fully cloud-based system. Replace spreadsheets and notepads with a modern solution that improves efficiency, reduces errors, and keeps your workflows fast and organised.

Share Intake Forms with Ease

Collect client information anytime, anywhere with simple and flexible intake forms. Share forms via link, email, or your website, and automatically capture client details without manual entry—reducing unnecessary back-and-forth communication.

Track Every Potential Client

Stay on top of new enquiries with complete visibility into your intake pipeline. Monitor client status from one dashboard, identify leads that need follow-up, and clearly see which clients are ready to move forward with your firm.

All Client Details in One Place

No more switching between files and systems.

  • Keep client information, contact details, and matter setup connected in one structured view, so your team has a clearer picture from the start and does not need to switch between separate systems.
  • Client details, contact information, and matter setup in one place
  • Centralised data storage for better visibility and control

Simple & Structured Client Intake

Collect all client information in a clean, organised way.

  • Capture client information through a clean, organised intake process that helps your firm avoid spreadsheets and scattered notes, while keeping everything accessible in one system.
  • Capture complete client information
  • Use a structured form with the fields your team needs

Access everything from your phone

Use Casetrak's mobile app to access your cases, files, contacts, and more while you’re in and out of court.

Stay organized

Organize case resolution with Casetrak. Manage tasks by status, owner, client, and matter.

Keep your clients in the know

Securely share legal documents and manage access permissions for clients and co-counsel.

Make collaborating on documents easy for everyone

Securely share legal documents and manage client and co-counsel access permissions.

Why Law Firms Choose Casetrak

Save Time

Reduce administrative work with a more efficient intake and onboarding process.

Stay Organised

Keep client information structured and accessible in one connected system.

Increase Conversions

Respond more quickly and onboard new clients with greater efficiency.

Client Intake & Onboarding FAQs

Client intake software helps law firms collect, organise, and manage new client information through structured digital forms and workflows, making onboarding more efficient and consistent.
After intake, Casetrak helps your firm move smoothly into onboarding and matter setup by keeping client information connected to the next steps, workflows, and related records.
Yes. Casetrak can support customised intake forms so your firm can collect the information needed for different workflows, services, or practice areas.
Yes. Casetrak can automate tasks, workflows, and routine processes to help streamline onboarding and reduce manual effort.
Yes. Casetrak helps your firm track prospects and potential clients through different stages, giving you clearer visibility from initial enquiry through to onboarding.
Yes. Casetrak supports digital client intake, helping firms collect information online in a more structured, efficient, and accessible way.

Get started today

Simplify how your law firm captures and converts new clients with Casetrak.
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