The PDF Drop-off
Users abandon the application when they realize they have to download, print, and sign a physical document.
Digital Intake
Conversion & Compliance
Frictionless client onboarding.
We engineer secure digital intake flows integrating conflict checks and dynamic data collection, allowing new clients to securely provide sensitive information before the first meeting.
- Custom React-based application flows that eliminate the need for printing massive PDF intake forms
- Dynamic logic that adapts the question set based on the specific matter type (e.g., Family Law vs. Commercial Property)
- Live API integrations with your Practice Management System to instantly push data and trigger automated conflict-of-interest checks
Clunky onboarding destroys client acquisition.
Firms spend thousands on marketing only to force users into an onboarding flow that looks like a digitized tax return. When the form is a massive PDF, requires wet signatures, or asks irrelevant questions, the client abandons the process, delaying the engagement.
Data Entry Fatigue
The legacy form asks for 10 years of history without offering an easy dynamic interface, causing frustration.
Manual Data Double-Handling
Paralegals or admins spend hours manually re-typing client data from a printed form into the core practice software.
The deliverables
Automated client conversion.
We engineer application flows that handle complex regulatory requirements while remaining beautiful and frictionless.
Custom Intake Frontends
Building bespoke React flows that guide the user step-by-step, validating data in real-time before submission.
Dynamic Question Logic
Building rules engines that skip irrelevant sections (e.g., hiding 'Corporate Entity' fields if the user selected 'Individual').
PMS API Middleware
Developing secure Node.js layers that push the sanitized intake data directly into systems like Clio, Actionstep, or Xero.
Digital Signatures (eSign)
Integrating with DocuSign or HelloSign to dynamically generate the completed engagement letter and collect secure signatures.
Featured Practice Platform
Modernizing client intake.
See how we helped a commercial law firm digitize their archaic, paper-based client onboarding process, allowing them to collect sensitive data securely and run automated conflict checks via API before the first meeting.
LegalTechClient Intake
Project Overview
Frictionless, compliant onboarding.
We developed a highly secure application flow that intelligently adapts based on the client type. It automatically securely collects identification documents and pushes the sanitized data directly into their Practice Management System, eliminating manual data entry.
Frequently Asked Questions
Common questions about professional tech.
How do you ensure attorney-client privilege and data security?
We build with compliance at the core. We utilize enterprise-grade Identity and Access Management (like Auth0), ensure all data and documents are encrypted at rest (AES-256) and in transit, and architect secure vaults that bypass standard email protocols completely.
Can you integrate with Practice Management Systems (e.g., Clio, Actionstep, Xero)?
Yes. We build secure API middleware to connect your modern web frontend directly to your core practice software. This allows us to push new client data, pull matter statuses, and sync billing information without manual double-handling.
Do you handle complex digital signatures?
Yes. We integrate directly with platforms like DocuSign or HelloSign via API, allowing you to automatically generate complex engagement letters or tax documents and prompt the client to sign them securely within the portal.
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Modernize your professional
services practice.
From compliant digital client intake flows to highly secure document portals and realization dashboards, we build software that drives billable efficiency and protects your firm's data.
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