Electronic Intake Forms
The right information.
From the very start.
Collect the information your lawyers need with customised intake forms for different Areas of Law—completed by clients, guided by staff, or delegated to your intake team.
Better information. Consistent processes. Less administration.
Flexible by design
One form. Three ways
to collect information.
Different firms—and different enquiries—call for different approaches. Choose the way that suits your team and the prospective client.
Let clients complete it.
Information at their convenience.
Send an enquirer an electronic form using a secure link. They can complete the questionnaire online before the next conversation or appointment.
Give clients time to provide considered responses while reducing lengthy telephone interviews, repeated emails and manual data entry.
Guide the conversation.
A personal conversation. A structured record.
Work through the form during a telephone call, video meeting or face-to-face conversation, using structured questions to guide the discussion.
The conversation stays personal, while information is captured consistently within the enquiry process.
Put your team to work.
Give junior staff the guidance they need.
Delegate information gathering to junior staff or a dedicated intake team, with detailed instructions against individual fields.
Staff can collect the information required even with limited experience in the relevant Area of Law, ready for a lawyer to review and assess.
Information is captured within the RedView CRM enquiry, regardless of who collects it.
Your knowledge, built in
Build your firm’s knowledge into the intake process.
Don’t just define the questions.
Explain what information is needed.
Configure questionnaires for different Areas of Law with customised fields and detailed instructions. Your preferred approach to collecting information becomes part of the form itself.
Make delegation more consistent.
Junior staff can follow the firm’s guidance rather than relying entirely on their own knowledge or experience. Capture the firm’s knowledge in the process, not just in people’s heads.
- Ensure important questions are asked consistently.
- Help junior staff understand what lawyers require.
- Reduce omissions and the need to contact enquirers again.
- Make routine information gathering easier to delegate.
- Support the training and development of less experienced staff.
- Establish consistent procedures across teams and offices.
What it means for your firm
Six benefits. A better start to every enquiry.
Better information from the outset
Capture the details lawyers need to understand and assess a prospective matter before significant professional time is invested.
More productive use of lawyers’ time
Let clients or junior staff gather routine information, so lawyers can focus on review, identifying issues, advice and next steps.
Consistent intake across the firm
Standardise questions for different Areas of Law, with the same structured approach whether a lawyer, staff member or client completes the form.
Greater flexibility in client engagement
Choose personal conversations or online collection for each enquiry. Self-service intake is an option, rather than a requirement.
Less administration and duplication
Reduce handwritten notes, repeated questions and unnecessary data entry. Completed forms return information directly to the relevant CRM enquiry record.
Faster, better-informed enquiry assessment
Review a more complete picture of the client’s circumstances, identify information gaps and decide whether and how the enquiry should progress.
Customised for your practice
The right questions for the right type of matter.
The information needed for a family law enquiry differs from what is needed for conveyancing, wills and estates, litigation or compensation matters.
Configure different forms and fields for different Areas of Law. Each form can reflect your firm’s preferred questions, information requirements and intake procedures.
Where you need further information, additional forms can be completed against the same enquiry. Manage different types of legal work while maintaining consistent information-gathering standards.
Fully integrated with RedView CRM
From initial enquiry to informed assessment.
One enquiry. One central record.
Electronic Intake Forms operates within RedView CRM’s enquiry management process. Forms are associated with existing enquiries, and completed information returns to the CRM for the people managing the opportunity.
Use RedView CRM to review the enquiry, manage follow-ups, assign responsibility and progress the opportunity through your established processes.
Keep information together, reducing the need for details to be scattered across separate emails, documents and systems.
How it works
A straightforward process.
From form to next step.
Configure your forms
Create forms for different Areas of Law, with the relevant fields and instructions.
Choose how to collect
Send to a client, complete during a conversation, or assign to an appropriate staff member.
Capture the information
Use the structured form, with guidance to assist staff where appropriate.
Review the details
The lawyer or intake team reviews completed information within the CRM enquiry.
Progress the enquiry
Assess the opportunity, identify next steps and continue managing it in RedView CRM.
Better intake. Better business development.
More than an online questionnaire.
Every legal matter starts with understanding the prospective client’s circumstances. Collecting that information can be time-consuming, inconsistent and dependent on the experience of the person handling it.
Electronic Intake Forms helps establish a consistent and efficient approach to understanding prospective clients’ needs. Standardise information gathering, enable delegation and reduce administration without unnecessarily increasing the workload of experienced lawyers.
Combined with RedView CRM’s enquiry management, AI, follow-up and automation capabilities, Electronic Intake Forms supports a more structured approach to converting enquiries into clients.
Better information.
Less administration.
More productive lawyers.
Give your firm a more flexible, consistent way to collect the information needed to assess prospective matters. Discover how Electronic Intake Forms can improve your enquiry management process.
demonstration