Client Intake – Web Form Agent
Turn every website enquiry into a qualified, fully populated matter in Clio, Lawcus, or your PMS — automatically and within seconds.
Stop losing time copying information from web forms into your practice management system. The Web Intake Agent captures enquiries from your website, checks for against existing clients, creates the contact and matter, and notifies the right team member — all without any manual work.
How It Works
Note that this automation has been built using typical industry platforms such as Clio for illustrative purposes only. Substitute in your own platform!
1
Receive new client enquiry via the web form on your website
2
Check to see if person making the enquiry is already a client of yours within your PMS system
3
If so, create a new matter in your PMS using client details from the PMS plus the information (such as department and query type) from the web form
4
If not, add the contact details to the PMS and create a new matter as per Step 3
5
Send an email, Slack or Teams message with the new matter information to the relevant department at your firm