Step one

Book a call

Bring the document your team rebuilds every cycle.

Step two

Free training hour

Claude set up on each person's own work, on your own systems.

Step three

Audit

A written list of what repeats and what it costs you now.

Step four

Build on your template

Your file, your systems, every figure checked before it reaches a client.

Step five

Hours back, every cycle

Ten hours became twenty minutes. An hour per client became ten.

How the intake form is built from your document

We start from your file, not an intake form template. Every field in it is found, including the ones buried inside clauses.
The questions come from those fields. A client sees plain language, not legal drafting.
Conditional questions appear only when they apply. No children means no guardianship section.
The document generates from the answers. Your wording, your formatting, your signature blocks.
A person reviews and signs off. The intake form does the typing, not the judgment.

Why this beats a client intake form template

A template collects answers. This produces the document

Most new client intake form tools stop at a tidy spreadsheet, which leaves the retyping exactly where it was.

It is checked

The estate plan version passed 105 checks across four test documents before it went live, covering highlighted passages, conditional clauses, signature alignment and spacing.

It handles the awkward parts

Drafter instructions stripped, empty beneficiary slots removed rather than printed as blanks, capitalized signature lines preserved.

Where client intake runs today

An estate planning firm

The client works through the questions, the Word document is produced with the firm's own formatting, and the drafter reviews rather than types. Forty five minutes became ten.

A family law firm, next

Their 17 page custody intake packet is the same problem in a different practice area.

What you get

The client does the data entry, in questions they understand.
The document arrives formatted, not as a draft to fix.
Fewer transcription errors, because nothing is retyped.
One form per document type, reused for every client.
The same process whether it is a new client intake form or a project intake form for scoping.

What it connects to

Word, Google Docs, your practice management system, and wherever the finished file is stored. Intake forms run in the browser with nothing to install.

Questions about client intake forms

Does it change our document?
No. We build from your file and the output matches it.
What about conditional clauses?
Handled. Sections appear or disappear based on the answers, which is most of the work in a will.
Can clients fill it themselves?
Yes. It is a web form, not a legal draft.
Who checks the output?
A person on your side, every time.