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Streamline Lead Management
& Client Intake

Create custom online intake forms with conditional logic. Collect eSignatures, track and manage leads, and deliver a client-centric experience—all in one platform.

No credit card required.
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Lead Management

Track, nurture, and close leads using native, built-in CRM.

Lead Management Software

  • Lead Management. Track leads and conversion by practice area and marketing channel.

  • Dynamic Online Lead Forms. Gather lead information through custom forms. Let leads reach you online with forms that change questions based on responses.

  • Follow Up. Send follow-ups automatically via use online lead forms to qualify leads. Pre-built templates, or create your own.

  • Consultations. Book consultations with qualified leads with a single click. Send appointment reminders.

Intake Forms

Onboard clients 4x faster with Online Intake questionnaires.

Collect Payment Online and Automate Payment Reminders

  • Pre-Built Onboarding Templates. Quickly capture client and case details. Customizable for your practice.

  • Custom Questions. Customize intake by case type. For example, adjust details for insurance cases.

  • Dynamic Client Intake Forms. Personalize client onboarding with forms that change reactively as a client fills them out.

  • Custom Branding. Change styling and colors to match your firm brand. Works across mobile and desktop.

E-Signature

Make it easy for clients to sign documents electronically.

Streamline Onboarding

  • E-Signature. Add digital signature fields to documents and forms. Let clients sign, date, and initial via any device.

  • Text Reminders. Send automated reminders to clients to sign via email and text.

Fee Management

Collect consultation and retainer fees faster.

Collect Payment Online and Automate Payment Reminders

  • Online Payments. Add payment links to your website, or generate invoices for new clients and send via text or email.

  • Text Reminders. Send automated reminders to clients to sign via email and text.

We’ve seen such a growth in the business, going from maybe meeting 3-4 people a day to meeting 15 people a day.

Vi Nanthaveth Avatar

Vi NanthavethNanthaveth & Associates, PLLC

Because of MyCase, I have never been this busy. 
At the same time, I’ve never had things this under control.

Aaron Feldman Avatar

Aaron FeldmanFeldman Law Group

We digitized our intake forms using MyCase, and it’s reduced the time it takes to onboard a client by up to 8 days.

Jason Kohlmeyer

Jason KohlmeyerKohlmeyer Hagen Law Office Chtd

2024 Legal Industry Trends Report

See how firms are using tech to streamline operations and boost revenue. Based on insights from 2,600+ legal professionals.

  • AI. Using AI to streamline marketing, document drafting, trial prep, and 28+ other common tasks.

  • Time Tracking. 3 trending time tracking methods. Tools for discovering hidden billable hours.

  • Payments. Streamlining billing while getting paid faster. Payment methods that increase collections.

Legal Industry Desktop Trends Report

Lead Management Software FAQs

Streamline Legal Client Intake and Lead Management

No credit card required.