Client Intake

    Client Intake Software Built for Texas Law Firms

    Stop losing leads to slow follow-up and disorganized intake forms. Lawmox client intake captures every prospect, routes them by practice area, and converts qualified leads into matters in one click.

    Capture every lead, qualify in minutes

    Most firms lose leads in the first hour because intake lives in a Google Form, an inbox, and someone's notepad. By the time a paralegal calls back, the prospect has hired the firm down the street.

    Lawmox gives you branded intake forms that drop directly into your firm's pipeline. Every lead is timestamped, assigned, and visible to the people who need to act on it.

    Practice-area-aware questions

    Criminal defense intake doesn't look like personal injury intake. Lawmox lets you build conditional questions per practice area so you collect what you actually need — court info, charge details, accident facts, dependents — without making clients fill out a 40-field form.

    One-click conversion to a matter

    When a lead becomes a client, every field — parties, court, dates, documents — is already in place. No rekeying. No copy/paste. The matter is open and the deadlines are on the calendar before the engagement letter is signed.

    Core capabilities

    Branded intake forms

    Embed on your site or share a link; submissions land in your Lawmox pipeline.

    Practice-area logic

    Conditional questions per practice area collect only what is relevant.

    Lead pipeline

    Status board from new lead to qualified to converted, with assignees and notes.

    Auto-assignment

    Route leads to the right intake specialist or attorney by area or volume.

    Convert to matter

    One click promotes a qualified lead into a fully populated matter.

    Conflict check fields

    Capture parties early so conflict checks happen before the consult.

    Who it's built for

    • Firms losing leads to slow callbacks
    • Practices running multiple intake channels
    • Offices with a dedicated intake specialist
    • Solo attorneys handling intake themselves
    • Firms expanding into a second practice area

    Frequently asked questions

    Can intake forms live on our existing website?

    Yes. You can embed the form via iframe or share a hosted link.

    Does intake support conflict checks?

    Yes. Capturing party data at intake lets staff run a conflict check before booking the consult.

    Can I customize questions per practice area?

    Yes. Each practice area can have its own form, fields, and conditional logic.

    Ready to see it in action?

    Reach out and we'll walk you through it.