Legal & Professional Services
Client intake, case evaluation, document requests, and satisfaction surveys — forms built for the precision that legal work demands.
Key Challenges
Efficient client intake with conflict checking
Managing document collection across active matters
Measuring client satisfaction and service quality
Client Intake & Conflict Check
New matter intake with party identification, conflict screening questions, engagement letter consent, and automatic conflict flagging.
Case Evaluation Questionnaire
Prospective clients describe their situation through branching questions that assess case viability and route to the right practice area.
Document Request Checklist
Attorneys send clients itemized document request lists with file upload, completion tracking, and automated reminder sequences.
Billing & Time Entry Review
Clients review and approve billing summaries with line-item feedback, satisfaction ratings, and digital acknowledgment for records.
Deposition Preparation Form
Witnesses complete background questionnaires with timeline builders, document upload, and preparation notes for attorney review.
Client Satisfaction Survey
Post-matter NPS surveys with service quality ratings, communication effectiveness scores, and AI-analyzed improvement recommendations.