The challenge
A national law firm with six offices, focused on complex and class action litigation, was losing potential clients at intake. Off-the-shelf form tools couldn’t handle conditional logic or customization, and repetitive intake forms drove people to give up. That limited sign-ups and left the firm without control of its own client data.
Our approach
We built a custom intake engine: a drag-and-drop form builder with submission handling, AI-powered OCR for reviewing medical records and built-in e-signatures, all integrated with Salesforce.
The outcome
Client conversion rose from 50% to 82% on the first day, agents spend fewer hours on the phone, and the firm owns its client data. The platform has also given the firm a new product it can offer to others.
