Intake and client portal
Client intake and a client portal, with no logins to manage
Send an intake link. The client fills a short form, attaches documents and states the issue, and one click turns it into a live matter. Clients follow their matter in a passwordless portal.
Intake form · no login
Your name
What is the issue?
Attach documents
Send to the firm
Your matter
Sample Client v Sample Co
Next hearing: 12 November
The defendant has filed its reply. We are preparing our rejoinder, due before the next date.
Documents · Billing
The matter starts at the first call
Intake is the first step of the matter, not a separate form tool. What the client submits lands in your review queue and carries straight into the matter.
- No account for the clientThe intake form needs no sign-up or login.
- One click to a matterApprove a submission and it becomes a live matter.
From link to matter
- 01
Share a link
A lawyer generates a shareable intake link.
- 02
Client fills a short form
They attach documents and state the issue.
- 03
You review
It lands in a review queue.
- 04
Open the matter
One click makes it live, with parties, roles, type, phase, fee arrangement and the first deadline.
And afterwards
- Matter templatesMatters are templated against your firm’s main practice areas.
- Passwordless client portalClients see matters, documents and billing.
- Plain-language summaryEach matter comes with a summary a client can read.
Intake and client portal: questions
Does the client need to create an account?
No. The intake form needs no account or login, and the client portal is passwordless.
See Finch on one of your matters.
Register interest and the next step is a 45-minute live demonstration on one matter, end to end: intake, an 800-page set, the brief, an advocacy note and a draft with tracked changes.