Legal Client Intake Software for Attorneys

Attorney creates questions for clients, but:

• Cannot notify client that a question was left unanswered
• No data validation to ensure responses are limited to certain characters (e.g. DOB needs to be a date field, SSN needs 9 characters)
• Overwhelming for clients who receive general client intake form with dozens of inapplicable questions
• Requires back and forth between attorney and client to edit data, causing confusion as to most recently updated data

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Attorney creates a workflow questionnaire that can:

• Reduce input error by limiting the accepted response type and giving live feedback
• Use explainer icons to provide context without making the document needlessly long
• Use conditional logic so clients only see relevant questions
• Be edited at anytime directly from Gavel dashboard by attorney
• Allow client to save and edit info at their own pace

• In-person intake: Walks client through intake, providing explanations in real-time, listening to client anecdotes and focusing on being present with client while also taking notes; or
• Remote intake: Fields questions from client regarding intake, numerous emails, asks questions about about client’s progress

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• Client gets custom login and link to complete intake on their own time
• Gavel dashboard gives attorney and client insight into progress
• Attorney can be as hands-off or hands-on as desired (as intake is digestible and self-explanatory)

• In-person intake: Live conversation with attorney, where client must verbally answer to best of ability on the spot, may forget key details which alter the course of questioning; or
• Remote intake: Fills in the PDF/Word doc intake form themselves and jots down questions for attorney if unfamiliar with legal term or needs clarity; client may also be answering redundant questions if long-time client; client may lose progress completed on intake if computer hardware failure

• Client completes the intake on computer or mobile device
• Client has the option to pause and return to intake on their own time, knowing intake progress is saved in their Gavel portal
• Client can go back to previous questions, edit answers or update information previously given to attorney
• Client must not answer redundant questions. Gavel also integrates and can populate data from other software (like Clio or practice management system)

• In-person intake: Printed document with data that cannot be reused without retyping the data; or
• Remote intake: A standard, non-dynamic PDF or Word doc which requires attorney or paralegal to retype information

Excellent client experience with dynamic, client-friendly design that can be customized with:

• Personalized questions (e.g., including the client’s name throughout the questionnaire)
• Attorney’s name, logo, and color scheme
• Seamless integration to attorney’s website and a client portal that feels like a custom-build tech product for your law firm
• Videos and images with information for the client

• Attorney and team must review intake from client and manually input responses into separate data management program
• Each new matter for client requires duplicate data entry
• Client cannot update or view the latest profile data

• Attorney and client can view responses in Gavel’s Data Manager to use, update, and reuse data for later matters or documents
• Easily integrate and export data from Gavel intake to auto-populate into firm’s practice management system with Gavel’s multiple integrations

Attorney must pull up intake document and manually input information for each new work product

• Automatically generate sets of documents by pulling data from the intake form, ensuring formatting is always consistent
• Documents are always accurate and error-free because attorney’s rules are used
• Huge time savings when drafting documents
• Newly generated documents from Gavel can be a perfectly formatted Microsoft Word document, docx or PDF