Client Intake

Secure and Efficient

Drafting Just Got Easier

WealthCounsel's Client Intake is a secure and efficient solution for attorneys to collect information from new and prospective clients. Through intelligent automation, Client Intake reduces the need for manual data entry and the risk of typos by collecting information directly from the client. With just a few clicks, you can securely gather relevant information about partners, dependents, fiduciaries, and assets. Schedule a demo to learn more.

How Client Intake Works

Step 1
Email a link to the intake form to your client
Step 2
Track their progress through the dashboard
Step 3
Transfer the collected data into the drafting system to create new contacts
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Enhance Your Practice with Client Intake

A secure online form includes prompts for gathering important information and allows clients to attach copies of relevant documents. Client Intake is now included in Elite, Trust & Estates Professional, and Elder Law Professional memberships and includes the following features:

  • A secure, easy-to-use, mobile-friendly design
  • Autosaving, so clients can pause and come back
  • A dashboard to track client progress
  • An unlimited number of forms to send to clients and prospects
  • The ability to fill out forms in your office for clients who may need assistance

Inhance Your Practice with Client Intake

A secure online form includes prompts for gathering important information and allows clients to attach copies of relevant documents. Client Intake is now included in Elite, Trust & Estates Professional, and Elder Law Professional memberships and includes the following features:

  • A secure, easy-to-use, mobile-friendly design
  • Autosaving, so clients can pause and come back
  • A dashboard to track clients’ progress
  • An unlimited number of forms to send to clients and prospects
  • The ability to fill out forms in-house for clients who may need assistance

Want to see more? Schedule a demo to see how Client Intake coupled with our drafting software can streamline the creation of your clients’ estate plans.

Want to learn more? Schedule a Demo