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From intaketo an assigned matter,without re-typing

We design and build the workflow between a prospective client's intake and an opened, assigned matter, around the legal software your firm already uses.

For US plaintiff-side personal injury firms, especially motor-vehicle practices.

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Whatwe build

Intake that creates the record

Web, phone and referral enquiries captured once, with required details checked.

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Engagement documents and signing

Firm-approved templates filled from the reviewed record and sent through your e-signature tool.

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Matter setup and assignment

Signed matters opened in your case-management system and routed to a case manager.

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Missing‑information follow-up

Checklists and reminders for outstanding documents, visible to staff.

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Exceptions and duplicates

Failed transfers, conflicting statuses and suspected duplicates flagged for staff.

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Legal software integrations

Intake, signing, storage and case management connected where your vendors allow.

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WhyLegioSoft

  • Built around your process

    When your legal software doesn't cover a step, we build the missing piece.

  • Keep your current systems

    We check what your case-management and intake tools already do before building anything.

  • One team for software and AI

    Integrations, custom tools and AI features as one project.

  • Your team stays in control

    Legal acceptance and approvals stay with authorized firm staff.

Beforewe build

We start with one workflow your intake team repeats every day.

  1. Your current tools

    Intake forms, signing, storage and case management, and what each vendor allows.

  2. Approval steps

    Who reviews an intake, who accepts a case and which templates are approved.

  3. One first workflow

    For example, from a reviewed intake to a signed, assigned matter.

Personal injury intake demo

A prospective client's intake and the firm's staff workspace share one record, from enquiry to assigned matter.

Try the intake demo
Personal injury intake demo: client intake beside the staff workspace. Try the intake demo
The firm, people and records in this demo are fictional.
FAQ

Before you start

Does this replace our case-management software?

No. We integrate with the case-management software you already use, or build a tailored solution where it can't do what your firm needs.

Who decides whether a case is accepted?

Your staff. The workflow prepares documents and records; legal acceptance stays with authorized people.

Can the intake assistant give legal advice?

No. It handles administrative steps only and passes everything else to staff.

Discuss your project

Tell us how intake, engagement documents and matter setup work at your firm today, and which software you use.

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Please describe your project in a few sentences.

  1. We’ll review your message and contact you to discuss the requirements.

  2. Once the scope is clear, we’ll propose an approach and prepare an estimate.

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