Plaintiff Intake Software That Turns More Inquiries Into Signed Cases.
Capture, qualify, and convert potential clients through a structured intake workflow designed for personal injury, workers' compensation, mass tort, and plaintiff litigation practices.
Intake
Leads pipeline — qualify and convert to cases
The intake workflow
Standardize Every Intake From First Contact to Signed Retainer
Whether a lead arrives by phone, website form, referral, or advertising campaign, Lextiff guides every inquiry through a consistent intake process so nothing falls through the cracks.
Lead Capture
Record inquiries from phone calls, websites, referrals, and marketing campaigns.
Conflict Check
Identify potential conflicts before proceeding with case evaluation.
Documents Sent
Review accident details, injuries, liability factors, and claim viability.
Insurance Collection
Capture carrier information, policy details, and claim references.
Medical Information
Track treatment status, providers, and known injuries.
Retainer Generation
Generate engagement documents using case-specific information.
Electronic Signature
Secure signed retainers from any device.
Matter Creation
Convert qualified leads into active cases with a single click.
Plaintiff Intake Workflow
Built for the Way Plaintiff Firms Actually Intake Clients
Plaintiff intake requires much more than collecting names and contact information. Lextiff helps firms capture liability details, insurance information, medical treatment, referral sources, electronic signatures, and case qualification — all in one connected workflow.
Generic Intake
Client Intake with Lextiff
Lead Capture
Capture Every Lead. Never Lose a Potential Client.
Lextiff centralizes inquiries from every channel into one intake pipeline — so your team responds faster and starts every matter with full visibility.
Website Intake
Capture inquiries via secure online forms, available around the clock.
Phone Intake
Create a lead record instantly while you're still on the call.
Referral Intake
Track attorney, provider, and client referrals back to their source.
Walk-In Clients
Register office visitors on the spot, with no duplicate entry later.
Email Inquiries
Convert inbound emails into structured intake records.
QR Code Intake
Let clients complete intake from their own phone, anywhere.
Marketing Campaigns
Tie inquiries back to the ad or campaign that generated them.
Manual Staff Entry
Staff create intake records for clients who need hands-on help.
Run a Conflict Check Before Anyone Invests Time
Before a matter moves forward, Lextiff checks the incoming lead against your firm's existing clients, adverse parties, and related matters — so a potential conflict of interest surfaces at intake, not after an attorney has already started work.
- ✓ Automatic name matching against existing clients and matters
- ✓ Checks incoming leads against adverse parties, not just current clients
- ✓ Flags related matters and prior representations
- ✓ Manual override available, with a recorded justification
- ✓ Convert-to-case is gated until a conflict check is completed
- ✓ Full audit trail — who ran the check, and when
- ✓ Configurable by practice area, office, or attorney
Conflict check — Intake Public Form
Conflict Check
Pending reviewNo matching clients or adverse parties found
0 matches across current clients, matters, and logged adverse parties
This check reflects data already in your system. Attorneys remain responsible for independently confirming there is no conflict of interest before undertaking representation.
Capture New Plaintiff Cases Around the Clock
Potential clients can submit case information through secure intake forms at any time. Collect accident details, injury information, treatment status, insurance data, and contact information before your staff ever makes a call.
- ✓ Multi-step mobile-friendly experience
- ✓ Save and continue — clients don't lose progress
- ✓ Document uploads — photos, police reports
- ✓ Controlled access links — expiring or permanent
- ✓ Standardize information collection
- ✓ Reduce manual data entry
- ✓ Improve response times
- ✓ Eliminate incomplete intake records
- ✓ Progress tracking — see form completion %
- ✓ Two intake types: public form and direct link
- ✓ Accept inquiries 24/7
- ✓ Route submissions automatically
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.
Intake Public Form
Added 16 May 2026
Client Information
David
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
Collect the Information Plaintiff Firms Actually Need
Gather the information required to evaluate claims, verify treatment, communicate with carriers, and determine whether a matter should proceed.
- ✓ Client personal information, emergency contact details
- ✓ Full incident and injury details — date, location, police report
- ✓ Lead source, priority, and status tracking
- ✓ Treatment status, medical providers, and status tracking
- ✓ Insurance coverage
- ✓ Vehicle information
- ✓ Witness information
- ✓ Employer information
- ✓ Referral sources
- ✓ Prior claims history
- ✓ Property damage information
- ✓ 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 Required to Evaluate a Potential Case.
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
Track Every Referral From Source to Signed Case
Attorney referrals, medical provider referrals, and client word-of-mouth are often a plaintiff firm's highest-converting leads. Lextiff tracks where every intake actually came from, so your team can see which relationships are worth investing more time in.
- ✓ Referral source captured on every intake record
- ✓ Separate tracking for attorney, provider, and client referrals
- ✓ Referral fee tracking, linked through to settlement distribution
- ✓ Source-level conversion reporting — which referrers actually convert
- ✓ Automated status updates back to referring attorneys or providers
- ✓ Historical referral volume by source, over time
- ✓ Referral source visible on the qualification and case-conversion screens
Referral sources — this quarter
Top referral sources
View all sourceseSign Intake
Send, Sign, and File Retainers in Minutes
Generate engagement agreements, authorization forms, and other intake documents using information already collected during intake, and collect a legally binding e-signature without printing a single page.
Document package — sent for signature
Legal Documents
Manage documentsClient signing experience
Document package — David
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.
Signatures collected through Lextiff are designed to meet the requirements of the U.S. ESIGN Act and state UETA statutes. Firms remain responsible for confirming e-signature requirements for their specific jurisdiction and document type.
Evaluate Every Potential Client With Confidence
Before accepting a new matter, plaintiff firms need more than contact information. Lextiff organizes the details attorneys and intake teams need to qualify cases, identify conflicts, assign responsibility, and move qualified clients into active case management.
- ✓ Preliminary settlement opportunity assessment
- ✓ Attorney assignment & fee calculation (contingency %)
- ✓ Lien deductions — pulled from Liens tab automatically
- ✓ Insurance carrier and policy details
- ✓ Case expense estimates
- ✓ Medical treatment & expense overview
- ✓ Referral source tracking
- ✓ Liability and incident overview
- ✓ Priority and follow-up status
- ✓ Recommended next action
- ✓ Conflict check before matter creation
- ✓ Property damage information
- ✓ Wage loss documentation
- ✓ Preliminary claim value analysis support
- ✓ Estimated case value tracking
Financial details
Edit financialContingency %
33%
Est. case value
$2,000,000
Est. expenses
$30,000.00
Figures shown are preliminary estimates based on intake data and are not a valuation, appraisal, or guarantee of case outcome. Estimates should be reviewed and confirmed by the assigned attorney before being shared with a client.
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
Never Miss an Intake Follow-Up
Track consultations, document requests, signature collection, and intake deadlines from a centralized calendar.
- ✓ Filing, discovery, and court deadlines tracked
- ✓ Follow-up reminders
- ✓ Intake status monitoring
- ✓ Missing document alerts
- ✓ Consultation scheduling
- ✓ Edit deadlines with one click
- ✓ Team notifications
Convert Qualified Leads Into Active Cases Instantly
When a lead becomes a client, all intake information, notes, documents, insurance records, and communications move directly into case management without duplicate data entry.
- ✓ Case qualification checklist — fault, injuries, prior claims, witnesses
- ✓ Reduced administrative work and better staff efficiency
- ✓ Prior lawsuit history and consistent client data
- ✓ Faster case opening and no duplicate records
- ✓ 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.
Intake to Case Management
From First Inquiry to an Active Matter
Once a prospective client is qualified, Lextiff transitions every detail into an active matter — no duplicate data entry, immediate team access.
Lead Received
Capture inquiries from your website, referrals, phone calls, and campaigns.
Conflict Check
Review existing clients and matters to flag potential conflicts.
Client Qualified
Evaluate liability, injuries, coverage, and case suitability.
Documents Sent
Auto-send retainers, HIPAA authorizations, and questionnaires.
eSigned
Clients sign electronically and upload supporting documentation.
Matter Created
Approved intakes instantly become active matters, no re-entry.
Case Management
Manage treatment, documents, deadlines, and communications.
Everything included
Everything Included in Intake Management
All the tools plaintiff firms need to capture, qualify, onboard, and convert potential clients into active cases.
| ✓ Lead Capture | ✓ Incident Information | ✓ Retainer Generation | ✓ Task Management |
| ✓ Online Intake Forms | ✓ Injury Tracking | ✓ E-Signatures | ✓ Follow-Up Reminders |
| ✓ Case Screening | ✓ Medical Providers | ✓ Authorization Forms | ✓ Intake Status Tracking |
| ✓ Conflict Checks | ✓ Treatment Status | ✓ Document Requests | ✓ Team Notifications |
| ✓ Referral Tracking | ✓ Insurance Details | ✓ Intake Packets | ✓ Calendar Integration |
| ✓ Lead Assignment | ✓ Claim Information | ✓ Custom Fields | ✓ Matter Conversion |
| ✓ Contact Management | ✓ Vehicle Information | ✓ File Uploads | ✓ Workflow Automation |
| ✓ Intake Notes | ✓ Witness Records | ✓ Document Storage | ✓ Reporting & Analytics |
Intake Faster. Respond Sooner.
Sign More Qualified Clients.
Lextiff helps plaintiff firms standardize intake, reduce administrative work, and move qualified leads from first contact to active case management through a centralized workflow.
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