CRM & CLIENT INTAKE

AI-Powered CRM & Client Intake

Streamline your client intake process and manage relationships effortlessly with LawBolt's AI-powered CRM. From initial contact to case closure, our intelligent system ensures no detail is missed.

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"LawBolt's CRM is a game-changer for every practice. The automated intake and conflict checking save hours each week, freeing up time to focus on what matters most - clients."

What's Included

Everything you need to streamline this part of your practice.

AI-Powered Intake Forms

Create custom intake forms that clients can fill out online. Our AI extracts key information, creates a new contact, and even flags potential conflicts.

Smart Contact Management

A centralized database for all your contacts. Track relationships, communications, and case involvement in one place.

Conflict Checking

Automated, firm-wide conflict checking across all your contacts and cases to prevent ethical issues before they arise.

Lead Tracking Pipeline

Visualize your new business pipeline from initial inquiry to retained client, ensuring you never let a potential lead fall through the cracks.

How It Works

Get started in minutes, not hours.

1

Customize Your Intake

Build your ideal client intake form with our drag-and-drop editor. Add custom fields, conditional logic, and your firm's branding.

2

Share & Embed

Share a secure link to the form with potential clients, or embed it directly on your website for a seamless experience.

3

AI-Powered Review

As submissions come in, LawBolt's AI analyzes the data, creates contact profiles, and runs an initial conflict check, flagging items for your review.

4

Convert to Matter

With one click, convert a qualified lead and their intake data into a new case, automatically populating the matter with all the information you've collected.

Ready to Get Started?

Follow these steps to set up and start using this feature.

Set Up Your Pipeline

Define the stages of your client intake process, from 'New Lead' to 'Retained'.

Related Features

Case Management

Organize every detail of your matters from a central dashboard.

Client Portal

Securely communicate and share documents with your clients.

Time & Billing

Capture every billable minute and streamline your invoicing.

Stop Losing Hours to Admin Work

Join 1000s of solo and small firm attorneys who are supercharging their practice with AI.

Start Free — No Credit Card