If you run a small law firm or a solo practice, leads slip away in your inbox while you are in court. This legal client intake CRM, built with Taskade Genesis, gives you one place to capture every inquiry, qualify it, and turn it into an open matter. Built on connected projects, your contacts link straight to their matters, documents, and invoices, so nothing falls through the cracks.
What's Included
- Intake Pipeline: Move each inquiry from new lead to consult booked to signed client across a Board view.
- Connected Matters: Every client links to their open matters, key dates, and billing in connected projects.
- Document Tracking: See which retainers and agreements are sent, signed, or still outstanding.
- AI Agent: Ask "which leads have not been contacted this week?" or "who has an unsigned retainer?" and get an instant answer from your own data.
- Automation: New intake form submissions create a client record and notify you the moment a lead comes in, so you respond first.
How To Use
- Clone this app into your workspace from the Use App button.
- Add your practice areas and intake stages so the pipeline matches how you sign clients.
- Connect an intake form so new inquiries land as records automatically with triggers.
- Set who on your team can view billing and matter details using permissions.
- Watch every inquiry turn into a tracked client without a single lost email.
Explore more practice tools in the Community Gallery.