Legal client intake software for solo & small law firms.
Collect client details, route intakes to the right attorney, track your pipeline, and convert more leads into signed clients — without back-and-forth.
Flat firm pricing (not per-user). Start at $39/mo • 7-day free trial (no credit card)
Replace the chaos
✗ PDFs emailed back and forth
✓ Online forms clients complete once
✗ Lost leads and missed follow-ups
✓ Pipeline shows every prospect's status
✗ Manually assigning intakes to attorneys
✓ Automatic routing by practice area
✗ Messy spreadsheets and scattered notes
✓ One system for the whole firm
From first contact to signed client
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
Client completes intake
Online form captures all details
Auto-route to attorney
Routing rules assign the right person
Review & qualify
Triage submissions in your pipeline
Collaborate & follow up
Notes, alerts, and status tracking
Convert to client
Move qualified leads to signed engagement
Everything you need for client intake
Intake forms
Customizable forms for any practice area. Collect the right information upfront with conditional logic and required fields.
Form templates
Pre-built templates for common practice areas — family law, personal injury, immigration, and more. Customize fields to fit your firm.
Routing rules
Automatically assign new intakes to the right attorney based on practice area, availability, or round-robin across your team.
Pipeline tracking
Track every prospect from initial contact to signed engagement. See where leads are stuck and follow up at the right time.
Notifications & SLA alerts
Get notified on new submissions and assignments. SLA nudges alert you when intakes go unassigned or stale.
Notes & activity timeline
Add internal team notes to any submission. Full activity timeline tracks status changes, assignments, and follow-ups.
Team management
Invite team members with role-based access. Admins manage settings and billing, members handle intake and casework.
Built for firms of all sizes
Solo attorneys
Stop losing leads to slow follow-up. Automated intake keeps prospects engaged while you focus on casework.
Small firms
Centralize intake across practice areas. Everyone sees the same pipeline, no leads fall through the cracks.
Multi-attorney firms
Route intakes to the right attorney automatically. Track conversions and identify bottlenecks in your funnel.
Built for your practice area
Family Law
- Sensitive intake for emotional situations
- Complex asset disclosure forms
- Custody and parenting time tracking
Personal Injury
- Time-sensitive statute of limitations
- Medical records tracking
- Insurance information collection
Immigration
- Complex visa category requirements
- Document authentication tracking
- Family petition relationships
Annual plans include Weavelyn Visual Map for your entire team — up to $2,990 in value, free
Learn moreReady to convert more leads?
Start your free trial today. No credit card required.
Frequently asked questions
What is Weavelyn Intake?
Weavelyn Intake is client intake software for law firms. It helps you collect client information, qualify cases, route intakes to the right attorney, and track prospects through your pipeline — all in one system.
Can I use it for any practice area?
Yes. Weavelyn Intake works for any practice area — family law, personal injury, immigration, estate planning, and more. Our form builder lets you create custom intake forms for your specific needs.
Do I need integrations with other software?
No. Weavelyn Intake works standalone. However, we're building integrations with popular practice management systems for firms that want them.
Is there a free trial?
Yes. All plans include a 14-day free trial. No credit card required to start.
Can I export submissions?
Yes. Contact us through our contact page and we will email your data to you. Your data is always accessible and portable.
What about data security?
Client data is encrypted at rest and in transit. We follow industry best practices for security. Your data is always accessible and exportable.
Is this legal advice?
No. Weavelyn Intake is workflow software that helps you manage the business of running a law firm. It does not provide legal advice.