How to Build Client Intake Forms that Save You Time

Lawyers, it’s time to reclaim your time. Ever find yourself spending endless hours on manual data entry at your law firm? It's like dealing with a sluggish internet connection when you have urgent work to do – incredibly annoying and a huge timewaster. We get it, and we've been there too. That's why we're excited to show you how to tackle this data entry headache once and for all.

Learning Objectives:

How to identify the key elements of an effective client intake form
Strategies for automating intake processes
Best practices for eliminating mistakes that cost you time

We'll share practical tips and strategies to streamline your data entry processes, allowing you to focus on what truly matters – serving your clients and improving your practice. No more feeling tied down by mundane tasks.

Watch the webinar right now if you're ready to say goodbye to manual client intake.


Industry Experts


Matthew DeFrain, Account Manager

Since joining Law Ruler, Matthew has helped hundreds of firms grow their practice, increase productivity, and simplify how they integrate with leading technology. His knowledge in law and cloud-based software has given him the industry experience that continually helps law firms succeed! Now his mission is helping law firms across the country, and from every practice area, learn how to use simple software to track, grow, and maintain relationships to grow their business.

Learn more about Law Ruler


Legal CRM

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Marketing Automation

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Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

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Create custom reports that highlight your most important KPIs and your best marketing sources.

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