Clustdoc is law firm client intake software that runs every intake step in one controlled workflow. Forms, document requests, identity checks, approvals and signatures follow a defined sequence, from first contact to the signed engagement letter.
Client intake software for lawyers and intake teams that need complete, verified information before a matter opens.
Build intake forms, checklists, conditional steps and approval rules without code. Your team updates the workflow when a practice area's requirements change.
Handle client information, documents, signatures and approvals in one secure workflow. Automated reminders follow up on missing items, so fewer requests go out by email.
Prospective clients complete intake in our mobile-friendly, branded portal. Conditional logic shows each client only the questions and documents that apply to their matter.
Documents are encrypted with AES 256 and transferred over SSL/TLS. Role-based permissions control who can view, edit or approve each client file.
VISIBILITY
Track every legal intake from first contact to the signed engagement letter in one dashboard. Each file shows its owner, due dates and where it stands in your client intake process.
Your team sees what is complete, what is pending and where each intake is blocked. Internal review tasks sit next to the client's own steps, and files can be filtered by status, assignee or date.
AUTOMATION
Automate the repetitive steps of legal intake with rules your team defines once. Automated email and SMS reminders follow up on missing forms, documents and signatures.
Assignment rules route each new intake to the team member who handles that practice area. Completing one step can open the next one automatically, such as engagement letter signing once the intake review is approved.
EXPERIENCE
Guide prospective clients through intake one step at a time, on any device. Multi-step intake forms use required fields and conditional questions, and clients can pause and resume at any time.
Supporting documents, such as IDs, contracts and financial statements, are requested through secure document collection. Engagement letters are signed with legally binding signatures in the same workflow.
CLIENT PORTAL
Every client completes intake in our secure, branded client portal. The portal shows what is expected, what is complete and what comes next. Your team keeps control of every review and approval.
Our legal client portal software runs on your firm's subdomain and can be embedded on your website.
CASE INTAKE
Configure a digital application checklist for each practice area, such as family law, immigration, corporate or litigation. As legal case intake software, our platform gives each checklist its own forms, required documents, reviewers and checks.
Intake forms collect the details your conflict check requires, such as opposing parties and related companies. An internal review step can hold the engagement letter until your team has reviewed that information.
Add identity verification and KYC checks as required steps, with every review decision kept in the audit trail. Start from the legal client intake templates, or build your own workflow without code. Our platform also runs the legal workflows that follow intake, from document requests to periodic reviews.
SCALABILITY
Standardize intake across practice areas, teams and locations with reusable workflow templates. Every new client follows the same defined sequence, with the same required documents and checks.
Capture client data once and reuse it across the workflow. Form answers can prefill engagement letters, and mapped fields remove double entry.
Every upload, approval, rejection, signature and login is time-stamped in the audit trail. Data retention rules delete client data automatically after the period your firm defines.
KEY FEATURES
From data capture to automation and client engagement, Clustdoc brings every part of the client intake process into one secure platform.
Any questions about Clustdoc? We have all the answers.
Client intake software is a digital platform that collects new client information, documents, and signatures in one structured workflow instead of scattered emails and PDFs. Clustdoc centralizes the entire client intake process, from the first online intake form to the signed retainer agreement, in one secure place. Your team captures accurate client data once and reuses it across the whole process, which cuts duplicate data entry and errors.
Client intake software benefits law firms by cutting the administrative work that burdens associates and paralegals and by converting more prospects into signed clients. Legal client intake software like Clustdoc replaces back-and-forth emails with a branded portal, automated reminders, and workflows that keep every step of the intake process on track. A cleaner intake experience also strengthens client relationships from the very first interaction.
Law firm intake software should cover the full journey from first inquiry to signed matter, not just a single form. With Clustdoc you build legal client intake forms per practice area, collect supporting documents through secure checklists, gather e-signatures, and keep an audit trail of every step, all in one workflow.
Case intake software turns new client details into a working matter through structured checklists per practice area, secure document collection, e-signatures, and reporting in a single platform. Clustdoc covers that full scope and adds automation, approval rules, and a complete audit trail. Book a demo call to review your practice areas with our team.
A no code legal intake platform lets your firm build and change intake workflows without developers, and Clustdoc is built exactly this way. You set up custom intake forms, checklists, and approval rules yourself, or start from the templates library. When your process changes, you update the workflow in minutes instead of filing a development request.
Yes. Clustdoc sends automated email and SMS follow-ups, applies process due dates with countdowns, and requests documents through secure online checklists so clients know exactly what to submit. Assignment rules then route completed files to the right team member without anyone forwarding emails.
Clustdoc includes a dashboard and reporting layer that shows the status of every intake in real time. You can see what is done, what is pending, and where prospective clients drop off, then use that intake data to remove bottlenecks. Internal task tracking and audit trails add a full record of who did what and when.
Yes, when the legal intake software is built for regulated work. Clustdoc encrypts documents with AES 256 and protects file transfers with SSL/TLS.
The platform is SOC 2 Type II certified and GDPR compliant, and EU data controllers can sign a data processing agreement. Role-based permissions and a full audit trail support your confidentiality obligations to clients.
Yes. Clustdoc runs a separate intake workflow for each practice area, with its own forms, required documents, reviewers and checks. Conditional logic then shows each client only the questions and documents that apply to their matter.
Yes. Intake forms capture the details your firm checks for conflicts, such as the names of opposing parties and related companies. The information is stored as structured data on the client file.
Your team runs the conflict check, then approves the intake step before the engagement letter goes out.
No. Intake forms are one step in a complete legal client onboarding workflow.
Clustdoc also runs document requests, identity verification, internal approvals, engagement letter signing and automated reminders.
Clustdoc runs the intake workflow and keeps a directory of client records, with the full history of each file. It is designed to work alongside the CRM or practice management system your firm already uses.
Native connections cover HubSpot, Salesforce and Pipedrive. Zapier, Make, webhooks and the REST API connect other systems, such as case management software.
