Phone: +1 800 732 59 53
info@kyzenst.com
info@kyzenst.com
Client Intake Software
Use client intake software to engage and retain new clients in moments—in the cloud, while working from anywhere.
Create a fast, easy intake system for your firm and clients
There’s a better way to do intake. Save time by implementing an organized, simple system to retain new clients and capture important details in a few simple clicks.
Share intake forms—with ease
Eliminate the need for paper or PDF intake forms and in-person consultations. Share a link to your intake forms on your website, or send them to clients via email or SMS; once submitted, their Contact and Matter information is automatically captured.
Eliminate the need for paper or PDF intake forms and in-person consultations. Share a link to your intake forms on your website, or send them to clients via email or SMS; once submitted, their Contact and Matter information is automatically captured.
Leave spreadsheets and notepads behind
Go paperless and eliminate tedious data entry. Institute a completely digital client intake process that saves time, reduces costs, and increases convenience.
Go paperless and eliminate tedious data entry. Institute a completely digital client intake process that saves time, reduces costs, and increases convenience.
Bring potential clients in from anywhere
Let the software work for you. Whether potential clients reach you from a marketing service, referral, or your website, their information shows up automatically in Inbox.
Let the software work for you. Whether potential clients reach you from a marketing service, referral, or your website, their information shows up automatically in Inbox.
Make sure potential clients are the right fit for your law firm
Leverage modern, easy-to-use technology to facilitate vital intake functions in a quick, hassle-free manner.
Schedule consultations—and accept payment—online
Make booking appointments a breeze for you and your clients with Scheduler. Combine Scheduler with Our Payments to accept instant online payments for consultations.
Make booking appointments a breeze for you and your clients with Scheduler. Combine Scheduler with Our Payments to accept instant online payments for consultations.
Quickly check for duplicate clients and conflicts of interest
Search for incoming clients that already do business with your firm, or any connections that might cause a conflict of interest.
Search for incoming clients that already do business with your firm, or any connections that might cause a conflict of interest.
Concentrate on the most promising opportunities
Personalize your public client intake forms with custom fields to ensure you’re consulting with your best-fit clients.
Personalize your public client intake forms with custom fields to ensure you’re consulting with your best-fit clients.
Retain clients while working remotely
Manage seamless client intake no matter where you or your prospects are located.
Move clients through the client intake process efficiently
Automate the creation of to do lists, documents, and emails—digitally, with visibility across your firm.
Get e-signatures on retainer agreements
Generate retainer documents automatically and send them out for quick and easy e-signatures that don’t require any mailing, faxing, or in-person meetups.
Automate the creation of to do lists, documents, and emails—digitally, with visibility across your firm.
Get e-signatures on retainer agreements
Generate retainer documents automatically and send them out for quick and easy e-signatures that don’t require any mailing, faxing, or in-person meetups.
Sync instantly with practice management software
Once client intake is complete, transfer documents, notes, events, intake form details, and related contacts into Manage—immediately—in the cloud.
Once client intake is complete, transfer documents, notes, events, intake form details, and related contacts into Manage—immediately—in the cloud.
Learn where to improve your client intake process
Track data to see which different practice areas and sources bring you clients—and which ones result in the most business for your firm.
Track data to see which different practice areas and sources bring you clients—and which ones result in the most business for your firm.
Improve with KYZEN
"Revolutionize your client intake process with our tailored software designed specifically for law firms. Say goodbye to paperwork and inefficiency—our intuitive platform automates and streamlines the entire client intake process, from initial contact to case assessment. With customizable forms and workflows, you can ensure consistency and accuracy while saving valuable time. Our software also integrates seamlessly with your existing systems, eliminating the need for manual data entry and reducing errors. Stay ahead of the competition and provide exceptional client experiences with our cutting-edge client intake software for law firms."
Ready to Elevate Your Legal Practice?
Take the first step towards transforming your legal practice with our innovative solutions. Whether you're looking to streamline your billing processes, optimize client intake, manage documents securely, or enhance your call center services, we're here to help.
FEEL FREE TO CONTACT US
+1 800 732 59 53
info@kyzenst.com
info@kyzenst.com
