Legal Intake Desk

Legal Client Intake and Case Readiness App for Small Firms. Collect client intake in the client's own words, review cases on a staff desk, score administrative readiness with a visible rubric, track documents and consultations, and answer intake questions with a guidance chat. Not legal advice. No attorney-client relationship is created.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 11 projects & knowledge bases, 5 AI agents, and 6 automations & workflows — ready to run or customize after you clone.

John Xie published this forms app in the Taskade Community Gallery.