Secure Online Client Intake Form

Paperless questionnaire completion, no manual data entry, imported directly into case management software.

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  • Clients enter the petition required information regarding property and other assets, debt, income, expenses, financial affairs, and verify the information using an e-signature technology.
  • Attorneys can streamline their client intake process by monitoring the progress in real time, receiving alerts when the form is completed, and printing or importing the information directly into existing case management software.
  • Cases are managed more efficiently by eliminating paper packets and illegible handwritten information. Eliminates the need for manually typing data into the firm's software. Saves time, money and paper.