Client Intake

Capture Client Details Quickly & Keep Everything Organised
Easily collect and manage client information with Casetrak’s simple and structured intake form. Capture all essential details in one place and start your cases without delays.
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Simple & Structured Client Intake

Track related contacts

There’s a better way to handle new client enquiries. Casetrak helps you collect, organise, and manage client information without spreadsheets or manual work. You can quickly capture client details, eliminate paper forms, and keep everything structured in one centralised system.

Go Fully Digital

Move away from outdated processes and paperwork with a fully cloud-based system. Replace spreadsheets and notepads with a modern solution that improves efficiency, reduces errors, and keeps your workflows fast and organised.

Share Intake Forms with Ease

Collect client information anytime, anywhere with simple and flexible intake forms. Share forms via link, email, or your website, and automatically capture client details without manual entry—reducing unnecessary back-and-forth communication.

Track Every Potential Client

Stay on top of new enquiries with complete visibility into your intake pipeline. Monitor client status from one dashboard, identify leads that need follow-up, and clearly see which clients are ready to move forward with your firm.

All Client Details in One Place

No more switching between files and systems.

  • From personal details to matter setup, Casetrak keeps everything connected in a single form—so your team always has the full picture.
  • Client details, contact info, and matter setup
  • Centralised data storage

Simple & Structured Client Intake

Collect all client information in a clean, organised way.

  • Casetrak provides a straightforward intake form that helps you capture important client details—without spreadsheets or scattered notes. Everything is stored in one place, making it easy to access and manage.
  • Capture complete client information
  • Structured form with all required fields

Access everything from your phone

Use Casetrak's mobile app to access your cases, files, contacts, and more while you’re in and out of court.

Stay organized

Organize case resolution with Casetrak. Manage tasks by status, owner, client, and matter.

Keep your clients in the know

Securely share legal documents and manage access permissions for clients and co-counsel.

Make collaborating on documents easy for everyone

Securely share legal documents and manage client and co-counsel access permissions.

Why Law Firms Choose Casetrak

Save Time

Automate intake and onboarding to reduce admin work

Stay Organised

Manage all client data in one structured system

Increase Conversions

Respond faster and onboard clients more efficiently

Client Intake & Onboarding FAQs

It helps law firms collect and manage new client information efficiently through digital forms and workflows.

Once a client is qualified, they are onboarded into the system with case creation, documents, and workflows.

Yes, Casetrak allows you to create custom fields based on your firm’s requirements.

Yes, tasks, workflows, and processes can be automated to streamline onboarding.

Yes, Casetrak provides a clear intake dashboard where you can monitor each client’s status, identify follow-ups, and manage your intake pipeline efficiently.

Yes, you can share digital intake forms via links, email, or your website, allowing clients to submit their information from anywhere.

Get started today

Simplify how your law firm captures and converts new clients with Casetrak.
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