Smart Intake

Attorney-branded digital intake that converts prospects into clients—while you sleep.

What it does

Smart Intake replaces your firm's clunky PDF and Word intake forms with a branded online experience. Clients complete their legal information online while LegalGEN automatically structures the data—ready for drafting and follow-up.

What's included

• Attorney-branded digital intake pages
• Replace PDFs and Word forms
• AI-powered intake experience
• Email & SMS notifications
• Client management portal
• Payment merchant integrations
• Dynamic self-maintained discount codes
• Reporting

Why attorneys choose it

Clients never see LegalGEN—every intake carries your firm's brand. And because the AI learns from your templates and workflows, the data you collect is shaped for how your firm actually practices. No license restrictions, no unnecessary limitations. You keep your system and your client relationships.