What makes it different
- A template collects answers. This produces the document
- It is checked
- It handles the awkward parts
Client Intake Forms
A client intake form that fills the document for you
Your client answers a short intake form. The finished document comes out the other side, in your own template, ready for a person to check. No more sending a 58 page draft for someone to mark up, and no more retyping their answers into it.
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How it works
- We start from your file, not an intake form template
- The questions come from those fields
- Conditional questions appear only when they apply
- The document generates from the answers
- A person reviews and signs off
Where it 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.
A family law firm, next
Their 17 page custody intake packet is the same problem in a different practice area.
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.
Is this the right fit for your firm?
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.
Start with the task your team repeats every week
Bring it to a free one-hour Claude 101, on Claude, the AI assistant made by Anthropic, and see what can be set up to take it off their desk.
Book a free Claude 101