Capture
Branded intake forms
Forms that carry your logo, colors, and practice areas. Share as a link or QR code — no developer required.
Intake No. 001 — Retainer
Turn every inquiry into a signed client.
Intake Form Pro gives your firm a branded intake link that captures leads, triages them with AI, and gets the retainer e-signed — before the prospect cools off.
- No card required
- Set up in a day
- AI-triaged inquiries
98%of inquiries triaged in minutes
Built for the way firms actually intake
1 linkfrom inquiry to signature
AIsummary on every submission
E-signretainers built in
Your brandon every form
What it does
Everything between “interested” and “signed.”
Triage
AI reads every submission
Each inquiry is summarized, categorized, and flagged for urgency and conflicts the moment it lands.
Sign
Retainers, e-signed
Send the engagement letter and collect a legally-binding signature without leaving the platform.
Manage
One desk for the pipeline
Track every lead from first contact to signed client, with your whole team in the loop.
How it works
Three steps from link to client.
- 01
Build your form
Start from a template or blank. Add your branding and the questions that matter for your practice.
- 02
Share one link
Put your intake link on your site, in an email, or as a QR code on print. Prospects finish it in minutes.
- 03
Sign & onboard
Review the AI summary, send the retainer, and onboard the client — often the same day.
Sign
From inquiry to signature, without the back-and-forth.
Review the AI summary, send the engagement letter, and collect a legally-binding signature — all in the same place the lead came in.
- Send retainers the moment a lead qualifies
- Reusable, branded engagement templates
- Signed copies filed against the matter automatically
Pricing
Start free. Upgrade when it pays for itself.
Free
$0
Everything you need to capture your first clients.
- 1 branded intake form
- AI submission summaries
- Shareable link & QR code
Professional
$49.99/mo
For firms turning intake into a real pipeline.
- Unlimited forms
- E-signed retainers
- Team inbox & assignment
- Conflict & urgency flags
Growth
$99.99/mo
For busy firms scaling across a team.
- Everything in Professional
- Higher AI brief limits
- Advanced analytics
- Priority support
Enterprise
$149.99/mo
For multi-office firms and high volume.
- Everything in Growth
- SSO & user roles
- Custom sending domain
- Dedicated support
Prices in USD. Cancel anytime — no contract.
“We stopped losing leads to slow follow-up. The retainer is signed before they ever call another firm.”
Security & trust
Your clients’ data, protected by design.
Law firms run on confidential information, so security is built into how we operate — not bolted on later. We’re actively pursuing SOC 2 compliance, backed by continuous monitoring and an ongoing internal audit program.
SOC 2
Audit in progress
We’re actively pursuing SOC 2 compliance — building and documenting the controls a formal audit requires.
Monitoring
BGIYA Security
BGIYA Security, our continuous monitoring system, watches our infrastructure for anomalies and threats around the clock.
Auditing
Internal audit program
An internal auditing program continuously reviews access, activity, and controls — not just once a year.
Infrastructure
SOC 2-compliant hosting
Your data lives on SOC 2-compliant cloud infrastructure (DigitalOcean), served over encrypted connections.
Detailed security reports are available on request.
Your next client is already filling out someone’s form.
Make it yours. Build your intake link free — no card, no contract.