From enquiry to open matter, with nothing skipped.
Take a new client from enquiry through conflict check, engagement letter and KYC to an open matter. Each step is a gate, so nothing is missed on the way in.
What Intake does.
Gated steps
You can’t skip the conflict check or the KYC. Each step must clear before the next one opens.
Engagement letter from a template
Generated from your firm’s template, then e-signed or uploaded signed.
KYC in the flow
Collect and record client KYC as part of intake, not as an afterthought.
One click to open
When everything is done, one click creates the client, the matter, its parties, folders and checklist.
How it works.
- 1Log the enquiryCapture the client, the parties and what they need.
- 2Clear conflicts and KYCRun the conflict check and complete KYC; both are required.
- 3Sign the engagementSend the engagement letter for e-signature.
- 4Open the matterClient, matter, parties, folders and checklist, created in one step.
Works well with.
Intake shares matters, clients, documents and the calendar with every other app, so nothing is keyed in twice.
Conflicts
Search a new client and every party against all the firm’s records before you act.
Learn more
Clients
Your client list, with each client’s contacts, matters and outstanding dues in one view.
Learn more
Billing
Turn logged time into invoices, track what each client owes, and manage client trust accounts.
Learn moreEnquiry to invoice: intake, conflicts, clients, tasks, time and billing.
See all 33 appsFrom enquiry to open matter, with nothing skipped.
Start a 7-day free trial, or see Intake on one of your own matters with our team. Every plan includes every app.