Legal Client Intake Software
Never lose another lead to slow intake.
AI handles the busywork, so every prospective client gets a fast, organized experience, from first contact to signature.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Turn every submission into a tracked, organized lead.
Build custom, branded forms faster with AI
AI generates a complete intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones.
Give clients a form worth finishing
Every form gives clients a clear sense of how long it’ll take, with the option to save progress and finish later.
Automate every next step
Once a form is submitted, scheduling, documents, and reminders move automatically, reviewed and approved by you.
Keep every lead organized and connected
Every submission maps to the right contact in your dashboard, linked instead of duplicated. No copying, no duplicate entry.
Everything intake needs, in one place.
Build forms faster with AI
AI generates a custom intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones. Every version is saved, so you always know what AI changed and when.
A client-first experience
Every form carries your firm’s branding and works on any device. Clients can complete it at their own pace, and you can send it however’s easiest: by link, email, or through the client portal.
Know before you send
AI estimates exactly how long your form will take clients to complete, updating in real time as you build, so you can cut friction before it ever reaches an inbox.
Automated next steps
The moment a client submits, scheduling, documents, and reminders are already in motion, reviewed and approved by you every step of the way.
Every submission lands where it belongs
AI maps answers straight to the right contact, linking existing records instead of duplicating them. Everything’s organized in your dashboard, with nothing re-typed.
Build forms faster with AI
AI generates a custom intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones. Every version is saved, so you always know what AI changed and when.
A client-first experience
Every form carries your firm’s branding and works on any device. Clients can complete it at their own pace, and you can send it however’s easiest: by link, email, or through the client portal.
Know before you send
AI estimates exactly how long your form will take clients to complete, updating in real time as you build, so you can cut friction before it ever reaches an inbox.
Automated next steps
The moment a client submits, scheduling, documents, and reminders are already in motion, reviewed and approved by you every step of the way.
Every submission lands where it belongs
AI maps answers straight to the right contact, linking existing records instead of duplicating them. Everything’s organized in your dashboard, with nothing re-typed.
Build forms faster with AI
AI generates a custom intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones. Every version is saved, so you always know what AI changed and when.
A client-first experience
Every form carries your firm’s branding and works on any device. Clients can complete it at their own pace, and you can send it however’s easiest: by link, email, or through the client portal.
Know before you send
AI estimates exactly how long your form will take clients to complete, updating in real time as you build, so you can cut friction before it ever reaches an inbox.
Automated next steps
The moment a client submits, scheduling, documents, and reminders are already in motion, reviewed and approved by you every step of the way.
Every submission lands where it belongs
AI maps answers straight to the right contact, linking existing records instead of duplicating them. Everything’s organized in your dashboard, with nothing re-typed.
Build forms faster with AI
AI generates a custom intake form from a simple prompt, or converts your existing PDF and Word forms into editable digital ones. Every version is saved, so you always know what AI changed and when.
A client-first experience
Every form carries your firm’s branding and works on any device. Clients can complete it at their own pace, and you can send it however’s easiest: by link, email, or through the client portal.
Know before you send
AI estimates exactly how long your form will take clients to complete, updating in real time as you build, so you can cut friction before it ever reaches an inbox.
Automated next steps
The moment a client submits, scheduling, documents, and reminders are already in motion, reviewed and approved by you every step of the way.
Every submission lands where it belongs
AI maps answers straight to the right contact, linking existing records instead of duplicating them. Everything’s organized in your dashboard, with nothing re-typed.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
[The AI Intake form builder] was so impressive. I was typing in things and saying, do this for me, adjust this, consider this. And it was really understanding… I used it to create the entire form.
Client intake is only the beginning.
Once a client submits their information in a form, it flows straight into the tools your firm already runs on.
Practice management
Submitted intake data is already organized and ready, so opening the matter takes seconds, not a re-entry process.
Calendars and tasks
Consultations get scheduled and assigned the moment a form comes in, so nothing waits on manual triggers.
Workflow automation
Intake triggers the workflows your firm already runs, from approvals to reminders, without anyone lifting a finger.
Secure client portal
The same portal your clients used for intake becomes where they track documents and updates.
Document management
Intake answers populate the documents your firm needs next, so drafting starts with information already in hand.
Time & expense tracking
Once you open the matter, time and expense tracking are ready to go, nothing gets lost from intake to billing.
- Bank-grade security, SOC 2 Type 2 certified.
- One connected practice management platform.
- Try free. No credit card required.
Before you book, here is what firms often ask.
What's the difference between Client Intake and AI Client Intake?
CosmoLex Client Intake helps firms build custom forms, collect information, and stay organized quickly.
AI Client Intake adds intelligence throughout the process. AI can generate forms, convert existing PDF or Word forms, rewrite legal language into plain English, estimate completion time, and automate what happens after submission. Higher-tier plans also include AI-powered workflow capabilities as they become available.
Does AI make decisions for my firm?
No. AI helps prepare information and automate routine administrative work. Attorneys remain in control of every legal decision and client interaction.
Can I use my existing intake forms?
Yes. AI can convert many existing Word and PDF intake forms into editable digital forms, helping you modernize without starting over.
Does intake connect to the rest of CosmoLex?
Yes. Submitted information automatically connects to your contacts and leads, eliminating duplicate entry and keeping your practice organized.
Is AI Client Intake available on every plan?
Core Client Intake is available today. AI Client Intake features are available on higher-tier plans, with AI Form Builder and Workflow Builder launching first and additional AI capabilities planned over time.
Make space for what matters.
Spend less time managing intake and more time building the relationships that grow your practice.
