Law Firm Intake Management That Helps You Sign More Clients
Intake Management Solutions
Your intake process is the gateway to your firm’s growth. Without the right system in place, it’s easy for opportunities to slip through. CoCounselor improves law firm intake management by giving your team the tools to follow up consistently, stay organized, and move leads forward with less manual effort.
Built on Salesforce and tailored for plaintiff law firms, CoCounselor centralizes your intake, streamlines communication, and delivers the visibility you need to scale with confidence.
Prospect Management
Track every lead from inquiry to signed case.
CoCounselor’s built-in tools make it easy to manage and move potential clients through the intake pipeline. You get real-time visibility into who’s ready to sign, who needs a follow-up, and what’s been discussed so far. Here are a few ways you can organize prospective clients:
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View leads with a centralized dashboard
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Keep detailed records with notes and history
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Prioritize leads by source, intake stage, or staff member
Reporting & Intake Insights
See what’s working and what needs to improve.
CoCounselor comes with customizable dashboards and law firm reporting tools that help you monitor performance across your intake process. Whether you want to track marketing ROI or staff productivity, the data is at your fingertips. Here are a few metrics we offer:
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Conversion rates by campaign, staff, or referral
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Slow response times or missed follow-ups
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Real-time metrics to forecast future caseloads
This is where legal CRM meets growth strategy to give you the clarity you need to invest your time and resources wisely.
Intake Automation
Respond quickly and stay consistent.
CoCounselor automates the manual tasks that slow your intake team down. As soon as a lead arrives, the system can do the following:
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Instantly assign new leads to the right team member
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Trigger branded email or SMS follow-ups
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Keep your pipeline moving efficiently
This level of automation is what makes CoCounselor a trusted legal intake software for fast-moving firms that don’t want to miss opportunities.
Referral Tracking
Know which partnerships bring real results.
Many firms rely on referrals, but few have systems in place to measure them. CoCounselor offers built-in referral tracking so you can tie every new case to its source and evaluate the performance of your referral network. You can:
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Log referral sources with each new matter
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Track conversions and signed cases by source
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Optimize and strengthen your top-performing relationships
Strong lead tracking for law firms starts with knowing where your best clients originate—and acting on it.
to see how better law firm intake management drives real results for growing firms.
Simplify Your Law Firm Intake Management Today
CoCounselor helps you capture, track, and convert more leads with less effort. From automation to insights, it’s the intake software for law firms that helps your team sign more clients and stay ahead of the chaos.
Intake Automation
Prospect Management
Referral Tracking
Reporting
Breeze through your lead nurture and client intake process
Intake Forms
Instantly transform form submissions into structured client records, reducing manual data entry and ensuring a smooth, error-free onboarding process.
Automated Call Tracking
Captures and log all client communications, seamlessly linking conversations to client profiles for efficient follow-ups and performance insights.
Effortlessly track and analyze your referral channels
Gain insights into which sources bring in the most valuable leads and enhance your referral strategies.
Monitor intake metrics, prospect activities, and referral performance to make informed decisions and improve results.
Access detailed reports and analytics effortlessly.
Frequently Asked Questions
Using client intake software offers several key benefits:
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Efficiency: Automates the data collection process, reducing the time spent on manual entry.
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Improved Client Experience: Provides potential clients with a user-friendly way to submit their information, making the process smoother and more accessible.
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Better Organization: Centralizes client data, making it easy to track leads and follow up promptly.
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Enhanced Accuracy: Reduces the risk of errors in data entry, ensuring that critical information is captured correctly.
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Informed Decision-Making: Helps assess potential cases quickly, allowing you to make informed decisions about which leads to pursue.
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Once a potential new client becomes a client, the following typically happens:
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Data Transfer: Their information from the intake process is securely transferred to your case management system.
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Case Assignment: The client’s case is assigned to the appropriate attorney or team within your firm.
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Onboarding: You may initiate an onboarding process, which could include setting up initial meetings, collecting further documentation, and discussing the case strategy.
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Ongoing Communication: Establish a communication plan to keep the client informed about their case progress and next steps.
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Documentation: Create and manage any necessary legal documents related to their case within your practice management system.
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Yes, you can reuse legal client intake forms and documents. Most client intake software, including CoCounselor, allows you to create customizable templates that can be easily reused for future clients. This feature saves time, ensures consistency, and helps maintain compliance with your firm's procedures. You can also update these forms as needed to reflect any changes in your practice or legal requirements.
What is client intake software?
Client intake software automates and organizes the client intake process. This includes collecting information on potential new clients, making sure they’re a good fit for your law firm, scheduling consultations and other client intake meetings, and retaining them as a paying client.
Optimize your lead management, enhance client engagement, and boost your firm's productivity
Integrated Communication
seamlessly integrate with email, SMS, and phone systems to communicate with leads directly from within the platform
Workflow Management
Automate key tasks and stages in the intake process, from initial contact to case onboarding.
Centralized Lead Tracking
Organize and monitor all prospects from a single dashboard, ensuring no lead is missed.