What is the best client intake software for law firms?

Sqyro includes legal-specific intake forms with 13 field types, conditional logic, 30-second auto-save, and secure file uploads — all integrated with your CRM. No separate intake product needed. Included in all paid plans starting at $199/month.

Can clients fill out intake forms without creating an account?

Yes. Sqyro uses token-based secure links — clients click the link, fill out the form, and their data auto-populates your CRM. No account creation required.

Custom Intake Forms — Branded, Smart, Auto-Saving

Create branded intake forms with custom fields

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Sqyro's client intake system offers 13 field types, conditional logic, 30-second auto-save, and secure file uploads — purpose-built for legal practice with automatic CRM population and engagement letter triggers. Sqyro's intake forms convert leads to clients faster than Clio Grow or Lawmatics, included in paid plans starting at $199/month.

Sqyro's client intake system features customizable forms with 13 field types, conditional logic, 30-second auto-save, and file uploads via signed URLs. Send intake forms to prospective clients via secure token-based links that work without requiring an account. Forms auto-populate client records in your CRM and can trigger engagement letter generation — automating the entire lead-to-client conversion process. Unlike generic form builders, Sqyro's intake is purpose-built for legal practice.

How Sqyro compares

Clio Grow charges $49-149/month on top of Clio's base fee. Lawmatics costs $179-349/month for intake automation alone. Sqyro includes intake forms with 13 field types, conditional logic, auto-save, file uploads, CRM integration, and engagement letter generation in all paid plans starting at $199/month — no separate intake product needed.

Custom Intake Forms — Branded, Smart, Auto-Saving

How Sqyro compares

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