Screening by practice area
Questions tuned to each practice area, so custody and injury inquiries follow different paths.
The Problem
Good Cases Leave While Your Inbox Waits
It happens after hours and on court days. An inquiry sits unread, and the person calls another firm first.
01 · Late replies
A 7:40 PM inquiry sits unread until 10 AM.
An automatic reply goes out and says when your firm will call.
02 · Story box
The form asks for the whole story in one box.
Each answer decides the next question, and conflict details come first.
03 · Wasted mornings
Your paralegal spends mornings calling people you can't represent.
Matters you can't take get a polite referral instead of a callback.
04 · Paper retainers
Signing the engagement letter still needs a printer.
Qualified clients book a consult and e-sign the engagement letter on a phone.
A woman fills out your contact form at 7:40 PM about a car accident last spring. The form asks for her whole story in one box and doesn't say what happens next. Nobody reads it until 10 AM. By then she has hired a firm that texted her back in a minute. Your paralegal spent the morning calling people you can't represent. The inbox looks busy, so the leak stays hidden.
We start with the questions your best intake person asks on the phone and turn them into a short form that screens as it goes. Conflict details come first, the story later. Every person hears back within a minute. Viable matters reach the right attorney with a booking link, and the rest get a polite referral. Your attorneys spend consults on cases they can take, not on calls that end in no.
Screening that feels like a conversation
Each answer decides the next question, so viable matters finish fast and others learn early.
A reply while they're still browsing
An acknowledgment goes out within a minute and says when your firm will call.
Retainers signed on a phone
Qualified clients book a consult and sign the engagement letter without a printer.
Our Intake Automation Process
From Intake Review to a Live Screening Flow in Five Steps
You approve every question and message, and each step ends with something you can test.
We look at how inquiries reach you today and who answers them. You get a plain recommendation on tools and scope. If your practice tool's own intake form already covers you, we'll tell you before we quote.
What's Included
What You Get With Our Legal Client Intake Software Setup
Every plan covers screening, conflict-check fields, fast replies, and routing. Higher plans add booking, e-signed letters, and phone and chat intake.
Compare Options
DeveloperLook vs DIY Tool Setup vs a Form Builder
Setting up legal case intake software yourself costs the least, and a form builder launches fastest. Both suit some firms. Here's where each falls short.
| Feature | DeveloperLookBest fit | DIY tool setup | Form builder |
|---|---|---|---|
| Screening questions | Per practice area | Vendor templates | Whatever you build |
| Conflict-check order | Parties first | Depends on setup | One text box |
| First reply | Within a minute | Email, if configured | Generic auto-reply |
| Attorney routing | By area and office | Basic rules | One shared inbox |
| Retainer e-signature | Built into the flow | You configure it | A separate tool |
| Staff setup time | We do it with you | Your evenings | Quick if simple |
| Who owns it | You, every account | You, in the vendor tool | You, on the builder |
| Upfront cost | From $950, fixed scope | Lowest, your time | Low monthly fee |
DeveloperLook
DIY tool setup
- Screening questions
- DeveloperLook: Per practice areaDIY tool setup: Vendor templates
- Conflict-check order
- DeveloperLook: Parties firstDIY tool setup: Depends on setup
- First reply
- DeveloperLook: Within a minuteDIY tool setup: Email, if configured
- Attorney routing
- DeveloperLook: By area and officeDIY tool setup: Basic rules
- Retainer e-signature
- DeveloperLook: Built into the flowDIY tool setup: You configure it
- Staff setup time
- DeveloperLook: We do it with youDIY tool setup: Your evenings
- Who owns it
- DeveloperLook: You, every accountDIY tool setup: You, in the vendor tool
- Upfront cost
- DeveloperLook: From $950, fixed scopeDIY tool setup: Lowest, your time
Projects We've Built
Booking and Service Projects We Have Built
Booking apps and professional services sites our team built. Each one turns a first form or tap into a booked next step.
DocLink Doctor Booking App Design & Development
- Business
- Medical
- Booking System
HealCon Doctor Booking App Design & Development
- Medical
- Booking System
- Dashboard
Armada AG Fiduciary and Consulting Services Website
- Finance
- Business
- Website
Dualcare Insurance App Design & Development
- Insurance
- Dashboard
- Mobile App
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built websites and booking flows for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Work Culture
Why Firms Trust Us With Client Intake
Intake is someone's first conversation with your firm. These habits keep it fast, careful, and honest when the answer is no.
Screening rules you approve
We draft screening rules from your own intake calls, and your attorneys sign off before they run. Nothing declines a matter on logic nobody read.
Parties first, facts later
Forms ask who is involved before they ask what happened. That order keeps case details out until your conflict check clears.
Replies within a minute
Every inquiry gets an honest acknowledgment while the person is still on your site. A quick reply beats a perfect callback tomorrow.
A kind no, with a referral
Matters you don't take get a polite message and, if you like, a referral. People remember how a firm said no.
You own every account
Forms, automations, and subscriptions stay in your firm's name from day one. If you part ways with us, intake keeps running.
Every path tested first
We send test inquiries through each practice area before launch. A misrouted inquiry is a lost client, so we check every route.
Overview
Who sets up legal intake software for small and mid-size law firms?
DeveloperLook sets up legal intake software for solo and mid-size law firms. We build screening questions, conflict-check fields, automatic replies, attorney routing, and e-signed engagement letters in Clio Grow, Lawmatics, MyCase, or PracticePanther. Setups start at $950, most go live in 3 to 8 weeks, and every account stays in your name.
DEVELOPERLOOK
Project facts · Legal Client Intake Automation & Software Setup
- Service
- Legal client intake automation (screening, routing, e-signing)
- Typical timeline
- 3 to 4 weeks, or up to 8 for multi-channel
- Platforms
- Clio Grow, Lawmatics, MyCase, PracticePanther, and HubSpot
- Built with
- Custom forms, Zapier, DocuSign, Twilio, and Calendly
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- Included for 30, 45, or 60 days by plan
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $950 USD, fixed scope after discovery
Reviewed 28 Sep 2026 by Saimul Islam
Good fit
Attorneys who answer their own inquiries
You read inquiries between hearings, and by your callback, the person has hired whoever answered first.
Injury and family firms with heavy volume
Your intake staff spend mornings calling people you'd turn away: wrong state, missed deadline, wrong matter.
Firms comparing intake tools
You're weighing client intake and CRM software for legal firms and want it set up around your practice, not a demo.
Firms that rely on one intake person
Your intake runs through one paralegal, and when they're out, inquiries wait in an inbox nobody checks.
Agencies with law firm clients
Your agency runs law firm campaigns and needs a partner to build the intake flow behind your landing pages.
Not a fit
Forms into Clio only
You only need website forms landing in Clio. Our Clio Website Integration Services page covers that smaller project.
Nurturing and CRM choice
You want lead nurturing, marketing reports, and help choosing a CRM. Our Law Firm CRM Integration & Automation service covers that.
A few inquiries monthly
You get a few inquiries a month and your budget is under $950. A public intake form link from your practice tool is enough.
Live phone answering
You need people answering phones around the clock. An answering service fits better, and we can connect its notes later.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for Intake Automation
These are starting points in USD. Your final price depends on the tools we connect, your practice areas, and your intake channels, and you get a fixed proposal after a free intake review.
For solo and small firms that need one screened intake path into their tool.
$950one-time, USD
- One multi-step intake form
- Screening for up to 3 practice areas
- Conflict-check fields and a disclaimer
- Email and text acknowledgment in a minute
- Leads routed into one intake tool
- 30 days post-launch support
Recommended
For growing firms that want qualified inquiries booked and signed without chasing paperwork.
$2,350one-time, USD
- Everything in Screened Intake Form
- Screening for up to 6 practice areas
- Consult booking on attorney calendars
- Engagement letters generated and e-signed
- Reminders for unsigned letters
- 45 days post-launch support
For multi-office firms that want web, phone, and chat inquiries in one record.
$4,900one-time, USD
- Everything in Intake to Signed Retainer
- Phone, chat, and web intake in one record
- Spanish or second-language intake
- New matter created in practice management
- Speed-to-lead reports by source
- 60 days post-launch support
For Agencies
White-Label Law Firm Client Intake Automation for Agencies
You own the client relationship. We build the intake flow behind your campaigns, from screening questions to e-signed engagement letters, under your brand. The firm's attorneys still approve every rule.
How the partnership works
White label: your client only ever sees your brand
- Your client
- You, the agency
- DeveloperLook
Send the firm's details
Practice areas, intake tools, current forms, and the launch date you promised.
- Client needs
- You share the details
- Details received
We scope the flow
You get a fixed price to resell and a screening map to present to the firm.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Build, test, hand off
We build and test under your brand, then hand over every login and guide.
- Done by our team
- Your brand on it
- Handed to your clientDone
Partner with DeveloperLookDelivered under your brand
Your brand, our build
We stay behind your agency name on calls and documents.
Screening rules ready
Question sets by practice area that your client's attorneys can approve quickly.
Predictable milestones
Fixed milestones and test inquiries before your client sees anything.
Capacity when campaigns grow
Bring us in for one firm or your whole legal roster.
The Right Technology for Your Project
Technology Stack
Most client intake software for legal firms can do more than firms switch on. We set up what you pay for, then fill gaps.
- Clio Grow
- Lawmatics
- MyCase
- PracticePanther
HubSpot
- Typeform
- Calendly
- Clio Scheduler
WordPress
Webflow
- DocuSign
Twilio- Microsoft Teams
Slack
Zapier
Make
Google Tag Manager
GA4
FAQ
Frequently Asked Questions
Straight answers on cost, timelines, screening rules, conflict checks, and the tools your intake connects to.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Setups start at $950 for one screened intake form covering up to 3 practice areas, with conflict-check fields, fast replies, and routing into one tool. The $2,350 plan adds booking and e-signed engagement letters for up to 6 areas. Multi-channel intake starts at $4,900. Vendors bill subscriptions separately.
Most single-form setups go live in 3 to 4 weeks, and multi-channel intake takes up to 8. The review and screening rules fill the first week. Building and connecting take 2 to 5 weeks, depending on your tools and how quickly your attorneys approve the rules.
Legal client intake software collects a prospective client's details once and moves them through screening, conflict checks, booking, and signing. Answers create the lead record, trigger replies, and assign an attorney. After signing, the same details can open a matter in practice management, so nobody retypes names.
Automated intake screens cases by asking the deal-breaker questions first: state, key dates, and matter type. Answers that fail your rules end with a polite message and, if you like, a referral. Your attorneys write the rules and review borderline cases, so a person makes every final call.
Intake automation replies the moment a form arrives and alerts the assigned attorney at the same time. The message names the next step and when the firm will call. Texting needs recorded opt-in consent and, for most firms, A2P 10DLC registration with the texting provider, which we handle.
Legal intake software connects through each vendor's own options. Clio Grow accepts web leads through its Lead Inbox, and MyCase takes them through embedded forms, Zapier, or its Open API on the Advanced tier. PracticePanther has an OAuth-based API. We use the path your plan supports.
We generate the retainer or engagement letter from intake answers and send it once an attorney approves. Clio Grow includes e-signature, MyCase includes it on Pro and Advanced tiers, and DocuSign covers other setups. Signed copies file to the lead or matter, and unsigned letters trigger reminders.
It can, if the form invites a full story before you run a conflict check. ABA Model Rule 1.18 covers prospective clients, and its comment says a website invitation without clear warnings can count as a consultation. We put parties first and add a notice your firm words.
The ROI of automated legal intake comes from signed matters you used to lose and staff hours no longer spent on dead-end calls. We don't promise a figure. We record your reply times and signed cases by source before launch, then report them again after 30 days.
Your firm owns all of it. Forms, automations, texting numbers, and intake tool accounts sit under your firm's logins, and we document every rule and field map. Support runs 30, 45, or 60 days by plan, and after that your staff can maintain the flow or call us.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Free 30-min callGoogle Meet
Book a call
Book a free 30-minute call
In 30 minutes on Google Meet we walk you through how we would build it, how long it takes and what it costs. Then you get a written estimate.
Calendar not showing? Book on cal.com or send a brief.