Clients complete smart digital forms, upload documents, and sign agreements — all before the first meeting. Your attorney walks in fully prepared. Every time.
Free Setup • Live in 72 Hours • No Contracts
Paper intake forms take 70% longer to process than digital alternatives.
Missing documents at the first meeting delays case opening by days or weeks.
A quarter of retainer agreements never get signed when sent after the meeting.
Intake process begins automatically the moment a consultation is confirmed.
Custom intake forms sent via SMS and email. Practice-area-specific questions.
Secure upload portal with automatic reminders for missing documents.
Retainer agreement sent for digital signature before the first meeting.
Your attorney walks in fully prepared. Every time.
RocketPro assembles a complete case file before the client walks in. No scrambling for paperwork. No repeating questions the client already answered. Every consultation starts prepared.
Digital intake forms submitted and organized before the meeting starts
Aria collects supporting documents and confirms completeness automatically
Practice area, key details, and lead source — all visible in one view
Attorney jumps straight into legal strategy instead of collecting basic info
With intake complete and documents signed, the lead enters the Close stage — where pipeline management and retainer automation ensure every prepared prospect becomes a signed client.
"Digital intake forms saved our front desk 15 hours per week. Clients arrive with everything complete — our attorneys walk into meetings fully prepared."
"E-signatures changed everything. We went from chasing retainers for days to getting them signed before the first meeting. Our conversion rate is through the roof."
Intake streamlines the Lead-to-Case Revenue System — digital forms and documents, collected before the meeting.