Client Intake
Law Firm Client Intake Software for Faster Response and More Signed Clients
Client intake is where revenue starts. The right intake software captures inquiries quickly, reduces manual entry, checks for conflicts, and keeps follow-up visible.
Updated May 13, 2026 · Attorney Core Editorial Team
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A practical buyer guide
Best for firms looking for intake forms, website lead capture, conflict checks, and faster prospect response.
The intake workflow firms need
A good intake workflow should not end with an email notification. It should create a structured prospect record, preserve the inquiry details, support conflict review, and make the next action obvious.
Attorney Core includes an embeddable intake form, prospect pipeline, conflict check workflows, and client conversion so the firm can respond faster and retain more qualified leads.
- Website form to intake dashboard
- Lead details, practice area, urgency, and notes
- Conflict check before opening a matter
- Client and matter creation without retyping
Why intake pages convert well
Firms searching for intake software usually have a clear pain: missed calls, slow follow-up, inconsistent forms, or staff retyping information into multiple systems.
Attorney Core turns that pain into a connected workflow from website inquiry to retained client.
Before you decide
Frequently asked questions
Does Attorney Core include website intake forms?
Yes. Attorney Core includes an embeddable intake form that can be placed on a law firm website and send submissions into the intake dashboard.
Can intake connect to conflict checks?
Yes. Intake and prospect records can be reviewed before opening a new matter, helping the firm check for potential conflicts earlier.
Is intake useful for solo attorneys?
Yes. Solo attorneys benefit because structured intake reduces missed follow-ups and cuts down on manual data entry.
A practical next step
See whether AttorneyCore fits the way your firm works.
Start with a guided conversation, or use a 14-day free trial to test the workflows that matter to your team.