Intake Form Tools Built for PI Firms

Generate client forms in minutes, not hours. Built for personal injury workflows.

Describe your case type and let AI generate a first-draft intake form in seconds. Edit and refine before use.

Pre-built PI intake templates organized by case type. Scaffolds common fields so you start from solid ground.

Branch paths based on client responses. Surface the right questions without overwhelming clients or staff.

Output to PDF, web embed, or shareable link. Match the delivery method to your firm's workflow.

Form templates available for all 50 states. Select jurisdiction upfront for relevant question sets.

Send clients a secure link to complete forms on any device. No app download required.

Clients can save and resume their intake form. Reduces abandonment from time constraints.

Form questions written in clear, plain language. Clients understand what you're asking.

Forms render cleanly on mobile devices. Most intake happens from phones—your forms should work there.

Built-in screen reader support and keyboard navigation. Serve clients with disabilities.

Attestation language and disclaimers embedded by design. Addresses Rule 5.5 positioning concerns.

Platform operates as document preparation, not legal advice. Precedent-backed positioning.

Define how long client data is stored. Auto-delete options to minimize liability surface.

Timestamp and log form submissions. Available for compliance reviews if needed.

Client data encrypted at rest and in transit. Meets modern security standards for sensitive intake data.

Push completed intake data to your case management system via API. Eliminate manual re-entry.

Link intake completion to scheduling. Book the consult before the client closes the tab.

Alert staff via email or webhook when new intake forms are submitted.

Tag intake responses by case viability. Flag high-priority leads for immediate follow-up.

Track completion rates, drop-off points, and time-to-submission. Improve intake over time.