Supported Operating System(s):Web browser (OS agnostic)
EffortlessIntake by EffortlessLegal is a cloud-based forms automation solution designed for law firms of all sizes. Features include automated conflict checks, modifiable templates, multiple form types, client management and more.
EffortlessIntake enables users to send personalized interview links to potential clients and conduct automated conflict checks with their existing practice management systems. The solution’s form builder features a drag and drop interface that helps users to generate custom forms for various scenarios such as divorce, automobile accidents, medical malpractices and personal injury. Users can also include text and number fields, radio buttons and radio boxes in their forms.
Additionally, EffortlessIntake encrypts communi...
1 Reviews of EffortlessIntake
5.00 / 5 stars
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Abe from Red Spot SEO Pro
Company Size: 11-50 employees
Industry: Marketing and Advertising
Time Used: Less than 12 months
Review Source: Capterra
Automates a load of tasks - Lots of variety but also simple
Simplicity. Even though it's detailed, it's done in a simple way. The power comes in the variety across the board. But within each module/app, they are ALL so easy and simple to use, plus can integrate instantly with my Clio, and other platforms like rocket matter.
I've been using effortlesslegal apps for almost a year now to manage certain aspects of my law firm. I find myself slowly trusting the apps with more of my practice's UTBMS and ledes coding, client invoicing, and other tasks. I've even tried the crowdfunding module available but haven't configured it fully to get results or provide feedback yet.
The least I would say is the crowdfunding app. I think this may be attributed to my lack of skills in crowdfunding period, but maybe the app assumes a higher skill set?