Client Intake

IRALEX enables you to engage and manage new clients in seconds, eliminating manual work, freeing you to serve more clients and close more cases.
Now, you can capture your client's basic information in IRALEX without troublesome physical form-filling or rummaging through documents and correspondence! Just share the online intake form link via email or text message.
IRALEX makes scheduling appointments for you and your clients a snap.
Use the custom fields in IRALEX's client intake forms to select only those who are the best matches for your firm.
Easily flag out incoming clients who already conduct business with your company and any relationships that could lead to a conflict of interest.
Digitally automate to-do lists, documents, and emails with firm-wide visibility.
Once client intake is done, pertinent information is automatically and securely transferred to the cloud.

Monitor your data to determine which of your practice areas and sources bring you clients and the revenue they generate.

Frequently Asked Questions

Client intake data is automated and organised via the client intake function. This involves gathering information on potential new customers, determining whether or not they are a suitable fit for your organisation; arranging consultations and other client intake appointments, and retaining them as a paying client.
New clients are onboarded virtually through a seamlessly automated process, from intake and making appointments for consultations to scheduled follow-up emails.
IRALEX’s client intake software helps the firm manage the full client journey from intake to invoice. It streamlines the law firm client intake process by automating many of the processes in the intake journey and organising possible new client information in a way that lawyers can easily manage.