Looking for an effortless Intake system for your firm and clients? Look no further than RunSensible.
Save yourself valuable time by implementing a clear and simple intake system that allows you to easily retain new clients and capture crucial information with just a few clicks.
Modernize your client intake with RunSensible
Upgrade your intake process with RunSensible’s modern, user-friendly solution. Say goodbye to clunky paper or PDF forms and time-consuming in-person consultations. With RunSensible, you can share a link to your online public intake form in just a few clicks, and clients can complete it easily on their own time. RunSensible will even capture their Contact and Matter details automatically, saving you time and hassle.
Say goodbye to notepads and spreadsheets!
Make the switch to a paperless system and enjoy the benefits of a streamlined digital client intake process. With this approach, you’ll save time, reduce expenses, and offer greater convenience to your clients.
Set Up Online Payments Right at Intake and Get Paid Faster
Stop chasing unpaid consultation fees and manually processing retainer payments. RunSensible empowers you to secure payment as a required step in your client intake process.
- Accept online payment with popular payment gateways like Stripe and PayPal
- Support offline payment methods like wire transfers
- Categorize intake payments as consultation fees, retainers, or a deposit into a trust account, based on your law firm’s business model
- Automatically sync every transaction with your accounting records, eliminating manual data entry
Keep track of incoming clients
By using RunSensible’s pipeline, you can easily monitor the status of prospective clients. Quickly identify which potential clients require a follow-up and those that are ready to sign a retainer.
Transform Onboarding from a Task into a Powerful Asset
Set up payment at intake, trigger smart workflows, create unlimited custom fields, and use deep automation to turn your firm’s intake growth machine.
Customizable intake form templates
Build the perfect legal intake form from scratch with our drag-and-drop editor, or use our professionally designed templates for various practice areas like family law, personal injury, and estate planning. No coding is required.
Intake automation and CRM workflow integration
Stop chasing data. Automatically create new client matters, sync contacts to your CRM, and trigger follow-up tasks in your practice management software the moment a law firm intake form is submitted.
Secure data & document collection
Client trust is paramount. Safely collect sensitive information, financial statements, and identification documents with end-to-end encryption and bank-grade security built into every intake form for attorneys.
Never worry about missing out on clients when you are away from the office
Effortlessly manage client intake from anywhere, no matter where you or your prospects are based.
