Replace forms that get
dropped with intake
clients actually complete
Over 70% of law firms still use Word docs, PDF forms, or email chains for client intake. Every dropped form is a lost client. LegalGEN replaces that friction with a guided, mobile-friendly, attorney-branded digital workflow.
Everything you need to modernize intake
Mobile-first guided questionnaires
Clients complete intake on any device — phone, tablet, or desktop. Questions are in plain language, not legal jargon. Progress saves automatically if they need to pause.
100% attorney-branded
Your firm name, logo, colors, and domain. Clients never see LegalGEN. Every touchpoint reinforces your brand and your relationship with the client.
AI data organization
Every answer is automatically organized, validated, and structured. No manual data entry. The attorney receives a clean, complete intake summary ready for review.
Real-time attorney notifications
Instant email or SMS alerts when a client completes intake. Track who started, who finished, and who needs a follow-up — all in your attorney portal.
AI digital intake for every practice area
Estate planning is our primary focus, but digital intake isn't limited to it. Configure separate AI-guided flows for probate, elder law, family law, business law, immigration, real estate, personal injury, and other document-heavy practices — all under one account.
Native integrations
Connects directly to Clio, MyCase, and WealthCounsel. Intake data flows automatically into your practice management system — no copy-paste, no re-entry.
From first click to organized intake — automatically
Client clicks your intake link
Share a link via email, your website, or a referral partner. Clients start immediately — no account creation required.
Guided questions collect all data
LegalGEN guides the client through family structure, assets, beneficiaries, and estate planning wishes in clear, plain language.
AI organizes and validates
Every answer is validated in real-time and organized into a structured intake summary. Incomplete answers trigger automatic follow-up prompts.
Attorney is notified instantly
You receive a notification with the full structured intake. Data syncs to your practice management software automatically.
"Setup was a single day. Our intake forms were replaced, and clients started completing workflows immediately. The drop-off we were experiencing just disappeared."
Plugs into the tools you already use
Need something else? Ask us about custom integrations →
Start replacing dropped forms
with clients who convert.
Digital Intake starts at $90/month. Setup in under a day. 30-day money-back guarantee.