About EffortlessIntake

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...


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Supported Operating System(s):

Web browser (OS agnostic)

1 Reviews of EffortlessIntake

Overall rating

5.00 / 5 stars

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April 2019

Abe from Red Spot SEO Pro

Verified Reviewer

Company Size: 11-50 employees

Industry: Marketing and Advertising

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

April 2019

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.

Pros

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.

Cons

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?