Plaintiff intake software built for contingency fee firms.
Capture leads, collect information, send legal documents, gather signatures, track injuries and insurance, and convert qualified intakes into cases — all from one platform.
Intake
Leads pipeline — qualify and convert to cases
The intake workflow
Every lead enters the same workflow.
From the first inquiry to a signed retainer — automated, trackable, and consistent every time.
Client completes intake
Public form — mobile friendly, available 24/7
Case created automatically
SOL calculated, attorney assigned instantly
Documents sent
Retainer, HIPAA, releases — one package
Signature collected
Client signs everything with one signature
Lead qualified
Injuries, insurance, witnesses tracked
Financial estimated
Settlement estimate and fee calculation
Deadlines tracked
SOL and follow-ups automated
Converted to case
No re-entry, no duplication, one click
Your intake form. Available 24/7.
Every firm gets a branded public intake URL. Clients complete it on their phone — right after the accident, from the hospital, or at midnight on a Sunday. Multi-step, mobile-friendly, and saves progress automatically.
- ✓ Multi-step mobile-friendly experience
- ✓ Save and continue — clients don't lose progress
- ✓ Document uploads — photos, police reports
- ✓ Controlled access links — expiring or permanent
- ✓ Progress tracking — see form completion %
- ✓ Two intake types: public form and direct link
- ✓ Available 24/7 without staff involvement
- ✓ Auto-notifies your team on submission
Step 1 — Your info
Samira LLC
Free Case Evaluation
Tell us about your situation. No obligation — we'll review your case and get back to you within 24 hours.
Tell us about yourself
We'll use this to get in touch with you about your case.
Full name *
Phone number *
Email address
City
State
Step 2 — The incident
Tell us about the incident
What happened? The more you share, the better we can help.
Test Intake Public Form
Added 16 May 2026
Client Information
Full Name
Test Intake Public Form
Date of Birth
07 Jun 1989
Phone
555 000 5555
test@test.com
Preferred Contact
Phone
Address
test address, test city, test state, test zip
Incident Information
Type
Car Accident
Date
16 Jun 2024
Time
11:07 PM
State
Texas
Location
City Mall
City
San Antonio
Police Report
Yes
Report #
76F65C698C54
Description
Got involved in an accident
Lead Details
Lead Source
—
Priority
Reviewing
Status
Reviewing
Conflict Check
Pending
Every detail captured. Every section organized.
The intake overview gives your team a full picture of every lead — client information, incident details, injuries, insurance, defendants, medical providers, witnesses, deadlines, liens, and legal documents — all in one place with tab navigation.
- ✓ Client personal information
- ✓ Full incident details — date, location, police report
- ✓ Lead source, priority, and status tracking
- ✓ Section access control — show or hide sections from client
- ✓ Form completion percentage
- ✓ Convert to case with one click — no re-entry
Track every detail
Everything a plaintiff intake needs. All in one record.
Each intake record has dedicated sections for every aspect of a plaintiff case — not just name and phone number.
Track multiple injuries per incident. Body parts affected, pain level, hospitalization, surgery, recovery time, admission and discharge dates.
- ✓ Multiple injuries per case
- ✓ Pain level (1–10)
- ✓ Hospitalization tracking
- ✓ Surgery and recovery time
- ✓ Admission and discharge dates
Capture insurance company, policy number, claim number, coverage type, adjuster name, phone, and email. Client's own health insurance tracked separately.
- ✓ Insurance company details
- ✓ Policy and claim numbers
- ✓ Coverage type (PIP, liability)
- ✓ Adjuster contact information
- ✓ Client own insurance tracking
Track every doctor, hospital, chiropractor, and specialist involved in the case. Provider type, visit dates, and treatment reason captured.
- ✓ Provider name and type
- ✓ Visit dates
- ✓ Treatment reason
- ✓ Multiple providers per case
- ✓ Linked to lien management
Store full witness information — name, phone, email, address, and statement notes. Multiple witnesses per intake supported.
- ✓ Full contact information
- ✓ Statement notes
- ✓ Multiple witnesses
- ✓ Address tracking
- ✓ Available on case conversion
Track responsible parties — defendant name, lawyer, company, and insurance carrier. Multiple defendants supported per case.
- ✓ Defendant identification
- ✓ Defense attorney tracking
- ✓ Company information
- ✓ Insurance carrier
- ✓ Multiple defendants
Track lien holder, amount, status, and negotiation notes. Lien amounts automatically pulled into financial calculations.
- ✓ Lien holder and amount
- ✓ Status tracking (pending/resolved)
- ✓ Negotiation notes
- ✓ Auto-updates financial tab
- ✓ Multiple liens per case
Legal documents
Built-in legal documents. One signature for everything.
Create document packages, send them to the client, and collect one signature that covers every document — retainer, HIPAA, insurance authorization, and more.
Document package — sent for signature
Legal Documents
Manage DocumentsClient signing experience
Document Package — Test Intake Public Form
Read each document, check the box, then sign once at the bottom.
Sign All Documents
Your single signature will apply to all 4 documents above.
Maria Rodriguez
Secured · IP logged for audit trail
Document packages
Bundle multiple documents together. Client receives one link, reviews all documents, and signs once for everything.
Single documents
Send individual documents for signature when needed — retainer only, or a single authorization.
Audit trail PDF
Every signed document generates a full audit log — timestamp, IP address, viewer and signer identity.
Know the financial picture before the case begins.
Lextiff calculates the estimated settlement amount, attorney fees, lien deductions, case expenses, and projected client payout — right from the intake record. Before you even file.
- ✓ Settlement amount estimate
- ✓ Attorney fee calculation (contingency %)
- ✓ Lien deductions — pulled from Liens tab automatically
- ✓ Case expense estimates
- ✓ Client net payout calculation
- ✓ Estimated case value tracking
Financial Details
Edit FinancialContingency %
33%
Estimated Case Value
$2,000,000
Estimated Expenses
$30,000.00
Deadlines
Statute of Limitation
16 Jun 2026
Filing Deadline
13 May 2026
Discovery Deadline
12 May 2026
Court Deadline
04 May 2026
⚠ Statute of limitations expires in 7 days
Alert sent to assigned attorney and paralegal
Critical dates tracked from the moment a lead arrives.
Statute of limitations, filing deadlines, discovery deadlines, and court deadlines — all tracked on the intake record and automatically carried over when the lead converts to a case.
- ✓ SOL auto-calculated from incident date
- ✓ Filing, discovery, and court deadlines tracked
- ✓ Alerts sent at 180, 90, 30, and 7 days
- ✓ Visible on intake record before case conversion
- ✓ Deadlines carry over to case automatically
- ✓ Edit deadlines with one click
Qualify the lead. Convert with one click. No re-entry.
Once the lead is reviewed and qualified, your team converts it to a full case with one click. Every piece of information — client details, incident, injuries, insurance, documents, signatures, liens, and deadlines — transfers automatically. Zero duplication.
- ✓ Case qualification checklist — fault, injuries, prior claims, witnesses
- ✓ Property damage amount tracked
- ✓ Prior lawsuit history
- ✓ Photos and video availability
- ✓ One-click convert to case — no re-entry
- ✓ All data carries over — nothing gets left behind
Case Qualification
Edit QualificationClient Partially at Fault
Yes
Prior Injuries
Yes
Prior Claims
Yes
Prior Lawsuits
Yes
Photos/Video Available
Yes
Witnesses Available
Yes
Property Damage Amount
$200,000
Lead qualified and ready
All sections complete — ready to convert to an active case
All data transfers automatically. No re-entry required.
Everything included in Intake Management.
Not a basic lead form. A complete plaintiff intake operating system.
Stop losing leads.
Turn every inquiry into a signed case.
Lextiff Intake Management captures leads, collects signatures, tracks deadlines, and converts qualified intakes to cases — automatically.
No credit card required · Setup same day · Cancel anytime