AI for law firms: capture and organize new clients

Get inquiries with the full case details, let consultations book themselves and walk in prepared with a summary your team has reviewed.

Estimated monthly cost~$91 USD
DifficultyMedium
Setup~4 h approx.

Recommended tools to legal client intake

Approximate public prices in USD (Nov 2026). Check each tool’s site.

Step by step: Legal client intake

  1. Build an intake form in Tally with practice area, key facts, involved parties (for conflict checks) and urgency.
  2. End the form with your Calendly booking page for the first consultation.
  3. With Zapier, create the contact and matter in Clio for every new submission.
  4. Have ChatGPT Plus draft a case summary and missing-documents list; a lawyer reviews it before the call.
  5. Send an automatic confirmation email listing what the client should bring.

Build your recipe with the tools you already use

Check the tools you already pay for and MyAiStack adapts the recipe, cost and steps to your business. Free.

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FAQ: Legal client intake

How much does it cost to legal client intake?

With the recommended tools, from about $91 USD per month based on public pricing (Nov 2026). If you already pay for one, the builder reuses it and the cost drops.

How long does setup take?

About 4 hours of setup, medium difficulty. The step-by-step on this page works as a guide.

Can I use tools I already have?

Yes. Each step has alternatives (Typeform, Cal.com, HubSpot CRM, Notion, Claude Pro, Gemini (Google AI Pro)). In the builder you check what you already use and the recipe prioritizes those tools so you never pay twice.

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