Streamline your intake in just a few minutes

Say goodbye to time-sucking data entry, back-and-forth, and busy work. Say hello to happy new clients!
  • Try it free. No credit card required.
  • Full concierge setup
Plug into the tools you already use:
ClientRock intake status page

Briiing, briiing!
It's a new client on the phone

You or your staff can take down contact information and schedule a consultation. We sync with your Office365 or G Suite calendar to make the booking easy.

Initiating an intake on ClientRock

Time to collect their information

Within seconds, your potential client receives a shiny new email with a link to enter the information that will be crucial for you to evaluate their matter. It's even mobile friendly so they can answer that questionnaire wherever they are. On the train, lying in bed, or even sitting on the john.

Client filling out their ClientRock intake form.

Making sure they show up ready

We'll gently remind the prospect about their upcoming consultation using email and even SMS messages. Put an end to wasteful no-shows and be prepared to make an extraordinary first impression.

Clients receive SMS and email reminders about their upcoming consultation.

Wow them with a substantive consultation

Now that you have all of the information, you're able to flex your legal muscle and give them a substantive consultation that let's them know they're working with a pro. They're super impressed.

Have a meaningful consultation, armed with the matter details.

Get that client signed!

If the prospect's looking like a good fit, we'll send them a fee agreement and remind them to electronically sign it. Look at you, makin' it rain! (And if they're not a good fit, you can send a non-engagement letter to limit your malpractice liabilities.)

Clients can electronically sign your fee agreement.

No more double entry! Send your data to your case management suite of choice

You've got a client and it's time to get to work. Don't make the first step a data-entry nightmare to henpeck your client data into some form. With our case management integrations, your client data is automatically imported into the systems you already use.

Send your client data directly to Clio, PracticePanter, MyCase and more.

Now you can focus on being a lawyer instead of chasing down clients for signatures and data.

Book online or over the phone

Book consultations online based on your calendar's availability. Intake so seamless you'll wonder why you didn't do it years ago. Oh, and did we mention...

Works with your calendar...

ClientRock can book consultations and show your calendar availability.

ClientRock can book on your G Suite, Exchange, Office365, or outlook.com calendar

Charge for consultations using LawPay

It's never been easier to incorporate paid consultation into your process. Pay up front during booking so you don't waste time chasing tire-kickers.

ClientRock offers easy online consultation booking

You'll be up and running in just a few minutes.

Attorney-approved form templates

You can build your own form or use one of our dozens of templates that are all created and reviewed by attorneys like you

Free white-glove onboarding

There's no hard sells or set up fees. While it's easy to get started on your own, our staff will personally help you get set up and answer your questions so you're ready to go on day one.

One click connections to your existing tools

We can connect to your calendar, your case management provider and your payment solution in just a few clicks.

Attorneys like you love ClientRock…

"ClientRock sounds like exactly what I'm looking for."

"It's been a struggle for me. Ever since I opened the practice five years ago, I've been looking for that perfect software package. Everything else is highly specific for specific fields or just too much for a one person operation. I don't want to do task delegation to manage my intake."

"If I get them in the office, I can close 70% of my clients"

"If I can't it's closer to 30%. And the ones I can get into the office, I know they're motivated. Having an onboarding process would help me close more of those for sure."

Intrigued?

Try it out for yourself, 100% risk-free!

  • 5 free intakes to get you started
  • No credit card required!
  • 60 day money back guarantee — no questions asked

So what are you waiting for?

Start Your Free Trial Today

Want some one-on-one help?

But of course! Schedule a one-on-one demo where we can show you exactly how this can fit into your firm's process.

Schedule a Demo