Turn Every Potential Client Into a Better-Qualified Case
Capture leads, collect the information your firm needs, qualify potential clients, and move approved intakes into case management—all from one workflow built for plaintiff law firms.
Intake
Leads pipeline — qualify and convert to cases
Lead Capture
Capture Every Potential Client
Keep every inquiry organized from the moment it enters your firm. Track where the lead came from, who owns it, its priority, status, and next action.
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.
Check Before You Invest Time
Identify potential conflicts and review critical information before moving a lead further into your intake process.
- ✓ 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.
Give Your Intake Team a Structured Starting Point
Collect the information your firm needs before an intake is reviewed or converted.
- ✓ 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
One Intake. All the Information.
Keep contact details, incident information, case-specific questions, documents, and other intake data organized in one place.
- ✓ 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
Know Where Your Cases Come From
Track referral sources and follow the lead from intake through conversion.
- ✓ 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
Move From Approved Intake to Signed Documents
Once a potential client is approved, continue the workflow into document preparation and e-signature without leaving Lextiff.
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.
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 Let a Follow-Up Slip Through
Keep intake follow-ups visible to your team with tasks, assignments, due dates, and notifications.
- ✓ Filing, discovery, and court deadlines tracked
- ✓ Follow-up reminders
- ✓ Intake status monitoring
- ✓ Missing document alerts
- ✓ Consultation scheduling
- ✓ Edit deadlines with one click
- ✓ Team notifications
From Qualified Intake to Active Case
When an intake is approved, convert it into a case without starting the process over. Keep the information already collected and move the matter into your firm case workflow.
- ✓ 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.
See Intake Management in Action
See how Lextiff takes a potential client from initial intake to a case-ready matter.
Built for plaintiff law firms. Designed around the way your team actually works.