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Legal Client Intake

Onboard new legal clients with one form that captures the matter, runs a conflict check, and collects ID, case documents, and the signed retainer.

What your client fills in Everything it collects

Where every field comes from

Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.

Photo ID

5 fields filled

Full Name Date of Birth ID Number ID Expiry Residential Address

Case Documents

4 fields filled

Court Case Number Filing Date Opposing Party

Signed Retainer

4 fields filled

Retainer Amount Hourly Rate Date Signed Scope of Work

Every field this template collects. Without extraction your client copies all 18 values off their own documents by hand — and still sends you the 3 files.

Client sends
3
3 files to upload
Client types
5
the rest is read for them
AI fills
13
extracted from the files
On the form
18
fields in total

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