Client Intake That Runs Itself
Automate intake questionnaires, document collection reminders, and secure CRM client folder generation—so new clients are onboarded in minutes, not days.
Onboarding in 12 minutes, not 5 days
Intake, documents and agreements move forward automatically—no chasing.
- Module 01 · Dynamic Intake
Questionnaires that populate your systems
Turn manual forms into intelligent online questionnaires that auto-populate your CRM and legal management tools.
- Module 02 · Document Collection
Reminders that chase documents for you
Scheduled, automated reminders prompt clients to upload necessary documents into encrypted portals.
- Module 03 · Contract & Folder Auto-Gen
Retainers and secure folders created instantly
Auto-generate retainers, service agreements, and secure cloud storage folders upon booking or payment verification.
Admin work is the slowest part of billing hours
Every day spent chasing paperwork is a day the matter hasn’t started.
BEFOREManual operations
- Paper-style forms retyped into case software
- Staff emailing clients to chase missing documents
- Retainers drafted and sent manually
- Client folders created by hand, inconsistently
AFTERScaleFlow pipeline
- Smart questionnaires fill your CRM automatically
- Timed reminders collect documents into encrypted portals
- Retainers generated and sent for e-signature instantly
- Secure client folders created on booking or payment
Reducing Client Onboarding Cycles from 5 Days to 12 Minutes
From audit to autopilot
Systems Audit
15 minutes to find the bottlenecks in your client onboarding workflow.
Custom Blueprint
A step-by-step automation blueprint within 24 hours.
Build & Integrate
Pipelines connected to your existing tools and tested end to end.
Monitor & Optimize
Retries, alerts and reporting keep every node operational.
Frequently asked
How is client data kept secure?
Documents are collected through encrypted portals and stored in access-controlled cloud folders. We configure permissions as part of every build and apply NDA-level confidentiality to audit inputs.
Does it integrate with Clio?
Yes. Clio is part of the stack used in our professional-services blueprint, alongside DocuSign and Google Drive, connected through Make.com scenarios.
Can we keep our own intake questions?
Absolutely. We build the questionnaire around your existing forms and practice areas, then map answers to the right CRM and matter fields.
Will this replace our staff?
No—it removes repetitive chasing and data entry so your team spends time on client work instead of paperwork.
Onboard Clients in Minutes, Not Days
Schedule a 15-minute Systems Audit and receive a custom automation blueprint.
Book a Systems Audit