Win More Clients… Easy as 
Most people decide to return to a business -- or not -- within the first 5 minutes of their visit.
- Convert more Prospects to Clients
- Eliminate Paper Intake Forms
- Eliminate Data Transcription
- Easy to Create & Change
- No Programming Needed
Smart Reasons To Choose Intake123
Quick Design from Templates
Thousands of Standard Questions, Section Templates, and Form Templates for dozens of different practice areas eliminates the need for starting from scratch.
Accessible
Prospects can complete intake forms from a laptop or any mobile device with access to the internet, in your waiting room or at their home. Busy individuals can complete their intake forms online before coming for their first appointment.
Reduces Administrative Costs
When your prospects retain your services you simply convert that Intake into a Client in FamilyLaw.DivorceHelp123 and/or a Contact in Clio. No data transcription.
Happier Clients
Your clients use online and mobile technologies as a regular part of their day-to-day lives. They expect you to provide relevant technologies that makes life easier for them. Attorneys that don’t embrace time-saving, current technologies are often dismissed as inefficient, costly and “out of touch.”
Eliminates Custom Programming
The only alternative to Intake123 is to pay an IT staff or contractor to develop, and change, your online intake forms, including the synchronization with Clio. With Intake123 you easily design and change your intake forms with drag and drop. No programming skills required!
Easily Put All Your Forms Online
Besides intake forms, use Intake123 to create new client electronic documents requiring eSignatures such as their fee agreement, checklists for their clients or staff members, interview forms for staff, and client surveys.
Efficiently Tracks Conflict of Interest
Our Conflict of Interest feature allows you to quickly review all individuals you’ve seen to identify any conflict of interest. Sort by intake/client name, opposing party name, or appointment date to immediately find what you need to know before scheduling an appointment.
Win More Clients
Whether it is a visitor at church or a prospective client, most people make a decision to return (or not!) within the first five minutes of their visit. When you hand prospects an iPad with an easy intake form at their initial consult, you make the most of those critical first five minutes.
Intake123’s one-of-a-kind online solution provides the best possible first impression for initial consults so that you can win more clients and streamline the intake process
Services & Pricing
Just a Few of Our Powerful Features
- Start From Template Drag & Drop
- Easily Put All Your Forms Online
- Electronic Signatures Functionality
- Use Your Logo & Other Images
- Sync with FamilyLaw.DivorceHelp123 & Clio
- Fast Conflict of Interest Info
- 15 Different Question Types
- Text Formatting, Headers, Horizontal Lines
- Save Your Questions & Sections to Use Later