Law Firm Client Intake

Get the Information You Need - Fast

Legal intake forms with automated data capture to streamline client intake, convert more leads and move matters forward.

User-friendly online legal forms for smooth client intake

Automate data capture

Data collected from online legal intake forms is instantly stored in Smokeball, reducing errors and manual data entry.

Convert more leads

Stay on top of new enquiries with alerts and real time reporting - helping you respond faster and secure more clients.

Access a library of legal intake forms

Leverage a collection of digital intake forms tailored to different practice areas and jurisdictions.

Capture and convert more leads with digital intake forms

Smokeball’s legal client intake forms help you respond faster to prospects - so you never miss an opportunity.

  • Embed legal intake forms on your firm’s website
  • Share intake forms via QR code
  • Receive instant alerts when a new lead is captured
  • Track leads and convert them into matters in a single click

Simplify Client Collaboration

Access ready-to-use legal client intake forms

Browse a library of matter intake forms that you can use as-is or modify to suit your firm’s needs.

  • Pre-built forms for different practice areas and jurisdictions
  • Send intake forms securely via client portal, web link or email
  • Track form completion progress in real time

Build custom intake forms in minutes

Create intake forms effortlessly in three ways:

  • Auto-generate with AI – Select the matter type and jurisdiction, and let Smokeball AI create your form.
  • Upload an existing form and Smokeball AI will convert it into a sleek online legal intake form.
  • Manually design your form with our intuitive drag-and-drop interface.

Autofill for faster, more accurate intake

Let clients securely upload documents to auto-populate online legal forms with AI-powered precision.

Send pre-filled digital intake forms so you don’t ask for the same information twice.

Simplify operations with intake forms

Smokeball’s legal software helps law firms automate key tasks and improve efficiency.

Enable clients to schedule appointments that sync with your calendar

FAQs

Why are digital intake forms better?

Digital intake forms offer several advantages over paper-based forms or manual intake processes.

Here’s why they are better:

1. Efficiency and time savings

  • Clients complete structured intake forms at their convenience, ensuring all mandatory fields are filled. This eliminates the need to chase missing information and reduces back-and-forth communication.
  • Data is instantly captured and stored in Smokeball, eliminating manual data entry and errors

2. Accuracy and reduced errors

  • Digital forms ensure required fields are completed, preventing missing or incomplete information.
  • Formatting for data such as dates or addresses are standardised
  • No more time wasted deciphering handwriting or badly scanned documents

3. Better client experience

Clients can submit information from anywhere, anytime, on any device.

For law firms, switching to digital intake forms is a no-brainer— it speeds up client onboarding, reduces administrative work, and delivers a professional, modern experience.

FAQs

What is Smokeball Payments?

Smokeball Payments is Legal Payment Software that allows your firm to securely accept online credit, debit payments directly from invoices, intake forms, your client portal, or a secure link. It's designed for law firms and fully integrated into your Smokeball workflow.

How does online payments benefit my law firm?

Smokeball Payments helps your firm get paid faster and spend less time chasing invoices. It reduces admin, simplifies reconciliation, and gives clients more convenient ways to pay- leading to smoother billing and improved cash flow.

How much does Smokeball Payments cost?

There are no monthly fees for Smokeball Payments. You simply pay a transaction percentage and a small per-transaction fee. See full pricing details here.

You can choose to absorb these fees or pass them on to your clients as a surcharge.

What payments methods can clients use?

Clients can pay using credit or debit cards from Visa, Mastercard, or American Express. Payments can be made through digital invoices, online intake forms, QR codes on printed invoices, or directly via the client portal.

Can I collect trust payments?

Yes. Payments enables you to collect payments to trust from your clients.

Who processes the payments?

Payments are securely processed by FeeWise, our trusted legal payments partner. Your client's data is encrypted and handled in accordance with PCI DSS standards.

What information is required to set up payments in Smokeball?

To apply, you must be an authorised principal who owns 25% or more of the firm. You'll need to provide basic firm and identification details, along with your nominated operating and/or trust account details.

Is surcharging available on Smokeball Payments?

Yes. Your firm can choose whether to absorb the transaction fee or pass it on to the client as a surcharge. This gives you flexibility over how payment costs are managed.

Is Smokeball Payments PCI compliant?

Yes. Payments are securely processed through FeeWise, a PCI DSS-compliant provider. Your client's card details are encrypted and never stored in Smokeball, ensuring a secure experience for both your firm and your clients.

Where is Smokeball Payments available and who has access to this feature?

Smokeball Payments is currently available to firms in Australia, the United Kingdom, and the United States. It's available to firms using eligible Smokeball plans. Access to apply is limited to principals who own at least 25% of the firm.

Book a Personalised Demo

Book a live personalised demo to see how Smokeball can help you run your best firm.

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