Client Intake Forms That Integrate With Your Whole Practice
From first call to open matter — designing intake that feeds conflicts, CRM, and billing.
Niraj Adhikari
CMO, KanunSoft
Intake is your firm's front door, yet most firms still take details over the phone and retype them three times. Every retyping is a conflict-check risk and an hour lost.
Good online intake does four jobs at once: runs the conflict check, creates the client profile, opens the matter with the right pipeline stage, and stores the signed fee agreement. Design your form once around these four outputs.
KanunSoft intake forms connect to matters, documents, and billing out of the box — one entry, zero retyping. Start from our free client intake template.
KanunSoft helps modern law firms streamline practice management, automated billing, and secure client communication. Start your free trial today.
Frequently Asked Questions
How does KanunSoft help with practice management?
KanunSoft integrates matter management, automated invoicing, court deadline tracking, and document automation into a single platform built specifically for legal teams.
Can I try KanunSoft before subscribing?
Yes, KanunSoft offers a 14-day free trial with full feature access and free data import support.
Is client and firm data kept secure?
All data is protected by enterprise-grade encryption both in transit and at rest, with granular staff access permissions and automatic daily backups.
Niraj Adhikari
CMO, KanunSoft
Writes practical, technology-driven strategies and management playbooks for modern law firms, solo advocates, and legal practices.