Intake Process Automation

Name: Intake Process Automation
Brand: Intellivizz
Availability: InStock

Automates the full new-client intake workflow — from consultation to signed engagement letter and retainer payment — so attorneys spend zero time chasing paperwork.

ComplexLaw FirmsSaves 10-15 hours/weekBestseller

What This Automation Does

End-to-end intake automation that triggers on consultation completion: sends intake questionnaire, collects documents, generates and e-signs the engagement letter, processes the retainer payment, creates the case in your CMS, and notifies the assigned attorney and paralegal — all without manual intervention.

This automation is included with your Intellivizz AI subscription.

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