Intelligent intake for modern law firms
Stop chasing clients for documents. Let AI interview them.
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Witness_Statement_Draft.docx
1.2 MB
Your current intake process is costing you
Every manual step means lost time, missed details, and frustrated clients
The unbillable chase
67% of client submissions are missing critical details. That's $150+ in billable time per case spent on administrative follow-ups you shouldn't need.
Prospects disappear mid-intake
45% of potential clients abandon lengthy static forms. You lose qualified cases before you ever get to show your value.
Manual data entry risks
Skilled paralegals are manually typing information from PDFs into Clio. It's expensive, demoralizing, and prone to human error.
How FluidForms transforms your workflow
Replace static forms with intelligent conversations that capture complete, structured data
Clients upload once, you get everything
Whether they send a contract, ID scan, or messy police report—FluidForms reads it, extracts the dates and parties, and auto-fills the case file. Your client never has to re-type what they've already attached.
Qualify leads before they hit your calendar
Set your criteria (e.g., 'Must be within Statute of Limitations'). FluidForms screens every inquiry automatically, politely declining bad fits and prioritizing high-value cases for your partners.
Syncs directly to Clio & MyCase
Stop the copy-paste madness. Every captured fact, document, and timeline flows directly into your Practice Management software via webhooks or Zapier.
Give your team back 10+ hours per week
Automate the intake chase so your firm can focus on billable hours and winning cases.
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