Intake is captured once
The prospective client's answers create the enquiry record directly. Staff start from what was submitted, not from notes, emails or a second form.
For US plaintiff-side personal injury firms
From intake to an assigned matter,without re‑entering the same details
LegioSoft designs, builds and connects the administrative workflow between a prospective client's intake and an opened, assigned matter — around the systems and procedures your firm already uses. Your staff keep every review and acceptance decision.
- Intake
- Staff review
- Engagement documents
- Signing
- Filing
- Matter assigned
Interactive demonstration
Try the intake demo
The prospective client's intake and the firm's staff workspace share one record. Every answer, request and approval appears on both sides as you go.
Interactive demonstration using fictional people and records. Nothing is submitted to a law firm.
Example Injury Law — intake assistant
Prospective client view
Example Injury Law, demonstration firm
Staff workspace
Intake to matter
How the workflow helps
Each step hands approved information to the next, so staff work from one record instead of copying details between forms, documents and systems.
Practical valueLess repeated entry of the same name, contact and incident details.
Gaps are visible early
A required-information checklist and follow-up tasks show what is missing, when it was requested and when it arrived. Possible duplicates are flagged for a person to decide.
Practical valueClear visibility into incomplete intakes before anyone prepares documents.
Staff approve before documents go out
Engagement documents are prepared only after staff review. If approved details change, the workflow stops until someone re-approves them.
Practical valueStaff stay in control, and documents match what was reviewed.
Approved details fill the documents
Firm-approved templates reuse the approved record — name, incident date and location, reference and reviewer — and signed copies are filed back against the enquiry.
Practical valueConsistent documents and a complete file without manual uploads.
Acceptance and matter setup stay separate
Signing never accepts a case. Once the firm records its decision, the matter is created from the same record and routed to the assigned case manager.
Practical valueFewer gaps between intake and case staff, and more consistent matter records.
Configuredaround your firm
The demo shows one illustrative sequence. A real implementation starts by mapping how your firm works today, then configures, automates, builds or integrates only what that workflow needs.
Intake sources and required information
Web forms, chat, phone-intake notes or referrals, and the fields your firm requires before review.
Staff review and acceptance procedures
Who reviews what, which approvals are required, and where the firm's acceptance decision is recorded.
Firm-approved document templates
Your own engagement documents and wording, populated from approved fields. LegioSoft doesn't write legal terms.
Signing and document storage
The e-signature and storage services your firm chooses, connected through the access those services provide.
Existing client and case-management systems
Connections to the systems you already use where they allow it, or a focused custom interface where they don't.
Assignment rules and exception handling
How matters are routed to case managers, and what happens with duplicates, missing items or changed information.
Tell us where intake slows your team down. We map how a case moves from the first enquiry to an assigned matter, then connect, automate or build exactly what removes the re-entry and chasing.
Discuss your projectFAQ
Frequently asked questions
Does the demo submit a real intake?
No. Everything runs in your browser with fictional people and records. Nothing is sent to a law firm, stored or tracked. Reloading the page or pressing “Reset demo” clears it.
Who controls review and case acceptance?
Your firm's staff. The workflow can check for missing information and flag possible duplicates, but approving documents, accepting a matter and setting engagement terms remain staff and attorney decisions. Nothing in the workflow accepts or rejects a case on its own.
Does this replace our existing software?
Not necessarily. The aim is to connect and coordinate the steps around the tools you already use. Where an existing system handles a step well, we work with it and build custom components only where they add value.
How would documents and system connections be configured?
We start from your firm-approved templates and current procedures, agree which fields are reused and who approves them, then confirm what access your signing, storage and case-management providers offer. The connection approach depends on those systems, so we assess it during discovery rather than assume it.
Can the intake assistant answer legal questions?
Not in this demo. It declines legal questions and offers a staff follow-up instead. In a real implementation, your firm decides what an assistant may say and when a person takes over.
Discuss your project
Tell us how intake, engagement documents and matter setup work at your firm today. We'll show where configuration, automation, a custom interface or an integration could reduce the administrative work.
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