Digitize client intake — for law firms and consulting

Create professional Client Intake in minutes — with AI support and no coding required.

Structured initial registration of new clients for lawyers, tax advisors and notaries. All relevant data and documents in one flow.

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Client Intake

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Benefits

  • Structured data collection instead of long email chains
  • Document upload for authorizations and records
  • GDPR-compliant with consent form built into the flow

Client Intake by Industry

Legal & Tax

Client intake with document upload — capture documents digitally before the first appointment

Financial Services

Multi-step application forms with conditional logic — only relevant questions depending on the financial product

Insurance

Claims with photo upload and conditional logic — only relevant questions are asked depending on the type of damage

Create your Client Intake now

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