Smart digital forms, document collection, and e-signatures — all before the first meeting.
Digital intake reduces processing time by 70%
Clients filling out handwritten forms in your lobby. Staff re-entering data into your system. Illegible handwriting causing errors. It's 2026 — there's a better way.
Clients forget to bring documents. Staff chase down IDs, financial records, and prior paperwork via phone and email. Cases sit idle waiting for missing pieces.
The consultation went great. The client agreed to hire you. But the retainer agreement is still sitting in their email, unsigned. Every day it waits, the odds of signing drop.
Four automated steps that turn a booked consultation into a fully prepared client — with zero staff effort.
The moment a consultation is confirmed, the intake process begins automatically. No staff action needed.
Custom intake forms are sent via SMS and email. Clients fill them out on their phone or computer — anytime, anywhere.
Secure upload portal for IDs, financial records, prior agreements, and any documents your team needs.
Retainer agreement, fee disclosure, and engagement letters are sent for electronic signature before the meeting.
Six powerful tools that digitize your entire intake process from first form to signed retainer.
Conditional logic forms that adapt based on practice area, case type, and client responses. Collect exactly what you need.
Secure upload portal with reminders. Clients can upload photos of documents from their phone.
Legally binding electronic signatures on retainers, fee agreements, and engagement letters. No printing, no scanning.
If forms aren't completed, automatic SMS and email reminders nudge clients to finish before their appointment.
Pre-built intake form templates for estate planning, family law, PI, criminal, real estate, business law, and probate.
Information collected during capture and engage stages auto-fills intake forms. Clients never repeat themselves.
After a consultation is booked, Aria sends the intake forms, reminds clients to complete them, and follows up on missing documents. By the time the client walks in — or joins the video call — your team has everything they need. No chasing paperwork. No wasted consultation time.
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 pre-filled, and attorneys have complete case details before the first meeting."
Explore how different practice areas use the Intake stage to collect case details before the first meeting.
Title docs, surveys, contracts — see how Intake collects everything pre-closing.
See howAsset inventories, beneficiary lists — see how Intake gathers estate details.
See howCorporate docs, financial statements — see how Intake streamlines business intake.
See howDigital forms, document collection, and e-signatures — automated from the moment a consultation is booked.