Client Intake for Law Firms
Conflict checks, engagement letters, retainer collection, and matter-specific document requests — your intake process touches sensitive data at every step. Portico collects it all in one encrypted, auditable flow.
Clients email court orders, financial statements, and identity documents as unencrypted attachments. You know it's a liability, but your intake process does not offer an alternative.
You gather intake information in one tool, send the engagement letter via DocuSign, and collect the retainer through a payment link. Three touchpoints, three logins, three chances for the client to stall.
Family law clients need different documents than corporate clients. Personal injury matters require different intake questions than estate planning. But your process does not adapt — you manually customize every time.
When did the client sign? What version of the engagement letter? Was consent collected before you started work? If you cannot answer these in 30 seconds, your intake process is a risk.
Conflict check questions, document uploads, engagement letter signature, and retainer payment — clients complete everything in a single encrypted flow.
Every action is logged with a cryptographic hash linked to the previous entry. Timestamps, IP addresses, and document versions — all verifiable and court-defensible.
Family law clients see different intake questions than corporate clients. Conditional fields adapt the form based on practice area, matter type, or client category.
The client reads terms, signs with a legally binding digital signature, and pays the retainer — all in the same session. No separate DocuSign, no separate invoice.
Item-specific reminders: "We still need your proof of income and a signed engagement letter." Configurable sequences that handle volume without paralegal time.
How it works
Pre-built with conflict check, matter details, document collection, engagement letter signature, and retainer payment. Customize for your practice in minutes.
Branded email with a magic link. No account creation, no app download. The client clicks and begins their intake.
Encrypted forms, document uploads, signatures, and payments — all in one session. Auto-save means they can pause and resume.
Dashboard shows intake status at a glance. All documents, signed agreements, and client data are in one place with a complete audit trail.
Features
Different practice areas, different questions. Family law, corporate, litigation, estate — one template adapts per matter type with conditional logic.
Legally binding signatures embedded in the intake flow. Timestamped, IP-logged, stored with the client record. No separate e-signature subscription.
Request court filings, financial records, identification, and evidence. All uploads encrypted with AES-256. Per-file approve/reject for quality control.
Cryptographic chain-linked audit trail. GDPR consent flows, data export, and right-to-erasure workflows. Built for regulated professionals.
Collect retainer payments as part of intake. No separate invoice, no separate payment link. Clients sign and pay in the same session.
Item-specific reminders handle outstanding documents and signatures. Your paralegals spend time on casework, not chasing paperwork.
Pre-built for client intake: conflict check, matter details, document collection, engagement letter, and retainer. Ready in minutes.
Use the Legal TemplateStart free. Send your first secure intake form in under 10 minutes.
Start Free