Intake automation
Law firm intake automation — deployed for you, not DIY.
Most intake software asks your staff to wire Clio, Stripe, and e-sign themselves. Cadence MSO deploys the full sign → pay → intake → matter-open path and supports it under your MSA.
What breaks today
Firms buy point tools — DocuSign here, Stripe there, Google Forms for facts — then lose leads in the handoffs. Staff retype the same data into Clio after the client already filled it out.
- •Unsigned retainers while staff play phone tag
- •Payment links sent separately from intake forms
- •No single view of whether a lead actually became a matter
What Cadence deploys
One client-facing link: retainer e-sign, payment collection, and intake forms in a single session. When the client finishes, the matter opens with clean field mapping — not a PDF someone has to rekey.
- •Branded subdomain or custom domain
- •DocuSeal engagement letters by practice area
- •Stripe Connect at intake
- •Clio matter fields populated from form answers
- •Webhooks for Make, Zapier, or os-conduit case-open sync
When FirmOps is the better fit
If the bottleneck is firm-wide — email triage, records, reporting, AI agents across every system — see FirmOps for the Managed Firm Brain. intake.link is the narrow wedge: client-facing intake through case opening.
See your intake flow on a live call.
Bring one intake bottleneck. Cadence MSO will map sign → pay → matter open and tell you if we can deploy it for your firm.
Book a 15-minute intake demoPrefer to email first? hello@intake.link · Send a note