Intake123 is a drag-and-drop form-creation tool for forms you can easily insert into your law firm’s website. Its broad collection of standardized form and question templates allow you to create more than just intake forms. You can create checklists, intake forms, and client surveys all from the same tool.
Forms, forms, and more forms. Intake123 provides an impressive array of forms—like client intake forms—and questions templates based on your needs and practice area. You can also create fee agreements, checklists, interview forms, and client surveys and put them all online.
Accessibility. Forms your create with Intake123 are responsive, so clients will be able to fill them out on their computer, smartphone, or tablet. It is a web-based system, so you can create forms on your computer, phone, or tablet, as well.
Free trial. Intake123’s free trial is a generous 30-days with unlimited form creation and intake and full access to all its offerings.
Intake123 has 4 different pricing tiers.
- 1 active form
- Up to 10 intakes per month
- Free for FamilyLaw subscribers
- 5 active forms
- Up to 30 intakes per month
- 10 active forms
- Up to 75 intakes per month
- $79/month per office
- Unlimited active forms
- Unlimited intakes per month
If you’re not sure what plan is right for you, you have a 30-day free trial to help you figure that out.
|Free Trial||30-day free trial|
|Document and Form Templates||✓|
Things You Might Want to Know
Integrations. Intake123 integrates with Clio for easy client and matter management. It also integrates with FamilyLaw.DivorceHelp123, and you can use Zapier to unlock even more tricks and powerful automation.
No analytics. Intake123 is purely for creating forms and storing data for the purposes of client intake. If you’re looking for a CRM tool that helps you pinpoint pain spots, see how clients are getting to your intake form, or learn how to improve your process, Intake123 is not that tool.
Conflicts of interest. Intake123 does not provide a true conflicts check, though its search feature can help you more quickly sort through and identify clients for any potential conflicts of interest.
Who Intake123 is For
If you’re only looking to create forms to collect data for purposes of client intake, Intake123 is a good option, especially at its price point. If you’re looking for a true CRM tool that helps you automate and manage client relationships, you will want to look elsewhere.