ClientRock is a cloud-based user-friendly automated client intake software built with solos and small firms in mind. In less than 5 minutes, you can be up and running to build custom intake forms, book consultations, and get fee agreements signed to help you reduce no-show rates and time to each signed client. With ClientRock, you’ll also be able to integrate with most law practice management software and email platforms, track the status of your forms, send gentle reminders to clients, and provide a better, more responsive experience for you and your clients.
Easy to use. ClientRock makes client intake simple for beginners and power users alike. It automates a lot of the intake workflow, including helping you set up your existing intake forms and getting eSignatures on fee agreements. It also syncs that data and any scheduled appointments through its integrations with Office 365, G Suite, and most law practice management software, including Clio, PracticePanther, and LawPay.
Drag and drop form builder. Building custom forms is easy through ClientRock. Simply drag and drop fields to build a new intake form, or import the forms you’re currently using. If you don’t have any forms or want to improve your forms. ClientRock also has a free intake form library. Once you have your forms setup, you’ll be able to add a button to your website that directs clients to your forms so you can get all the information you need before any appointments or consultations. All forms are mobile-friendly, so clients can fill them out no matter where they are.
Gentle reminders. If clients are slow to complete a form before you meet with them, you’ll be able to automatically send gentle completion reminders through email or text messages. You’ll also be able to send reminders for upcoming meetings and appointments. It’s a professional and friendly way to make sure you get all the pertinent information you need before meetings, and to make sure clients show up for those meetings.
ClientRock charges a flat rate of $55 per attorney per month. Any non-attorney staff you have using ClientRock will be able to use it for free. This way, you’ll get all the features it has to offer and simply pay the monthly charge to maintain your data, and the plan automatically scales with you.
Contracts are month-to-month and you’re free to cancel at any time. ClientRock also offers a 60-day money-back guarantee, no questions asked, and you can try ClientRock without a credit card for up to 5 intakes.
In the spirit of justice for all, if you’re working pro bono, in a law school clinic, or are a public defender, you could be eligible for a refund for your pro bono intakes. Reach out to learn more, schedule a free demo, or to signup for a free 14-day trial with 5 free intakes (credit card required).
Who ClientRock Is For
ClientRock is a good fit for attorneys and small law firms looking for a polished, professional, and easy-to-use automated intake system either as a standalone service or as something that integrates with their law practice management system. It’s a great automation tool for attorneys who don’t want to spend hours a day in a CRM trying to contact unresponsive clients, reschedule consultations, or reminding clients to sign the fee agreement. Its friendly user interface makes the software quick to learn and use even for those new to legal tech and software. Given its free trial, it’s worth taking a test drive to see if ClientRock is a good fit for your practice.
Key features. ClientRock is mobile-friendly; offers appointment scheduling; email and calendar sync; email, document, and form templates; automated workflows; invoicing and billing; case notes; conflict and document management; and an eSignature functionality so you can get clients signed more quickly.
Onboarding. Your onboarding process with ClientRock is a full white-glove service. While you’re able to set up your account on your own, the folks at ClientRock will personally help you get going. Onboarding begins with you sending over any forms or fee agreements that you already use. ClientRock will then build out those forms in its system for you so you’ll be ready to go in your first training call. From there, you’ll be able to set parameters for consultations, sync your account with Clio or other software, and customize your preferences. And if you’re having any difficulty with setting up the software, ClientRock offers support online and during business hours.
Integrations. Sync your contacts and appointments through its integrations with Office365, Outlook, Exchange, iCloud and G Suite. ClientRock also integrates with Clio, PracticePanther, and LawPay, among other software, so you can avoid double data entry and have your information automatically imported and synced for easy use. Its recent integration with Smith.ai, a virtual receptionist service, makes client intake even more streamlined since their receptionists can complete intake over the phone or on behalf of your new clients through ClientRock.
The people at ClientRock are friendly and willing to help, so if you have any questions about integrations with other software, don’t be shy to reach out to learn more.
Security. ClientRock encrypts your data at rest and in transit using bank-level encryption, ensuring your information and client data is kept safe.
If you’re starting or growing a small or solo law firm and choosing a new client intake software, or switching from an old one, you should join Lawyerist Insider, a community of innovative and entrepreneurial small-firm lawyers. If you’re interested in getting a powerful snapshot of your firm’s strengths and weaknesses, take the Small Firm Scorecard to see where you can improve your practice.