Legal Intake CRM 🖐️

App metadata

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  "description": "<p><strong>Legal Intake CRM</strong>&nbsp;helps law firms streamline client intake, manage cases, and automate their legal workflows, all within&nbsp;<a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\">monday.com</a>. Built for legal professionals, this no-code solution centralizes intake forms, contact management, case tracking, and document handling in one smart, easy-to-use workspace.</p><p><strong>What You’ll Get With Legal Intake CRM:</strong></p><ul><li><strong>Customizable Client Intake Forms</strong>&nbsp;– Collect client details, documents, and signatures automatically.</li><li><strong>Automated Case Pipelines</strong>&nbsp;– Move leads through legal stages like consultation, engagement, and case review without manual follow-up.</li><li><strong>Centralized Contact &amp; Matter Management</strong>&nbsp;– Track clients, referrals, cases, and related documents in one organized system.</li><li><strong>Deadline &amp; Task Management</strong>&nbsp;– Stay ahead of court dates, document deadlines, and follow-ups with built-in reminders.</li><li><strong>Dashboards &amp; Reporting</strong>&nbsp;– Get real-time visibility into open cases, intake volume, conversion rates, and attorney caseloads.</li><li><strong>Document Generation &amp; e-Signatures</strong>&nbsp;– Integrate with tools like DocuGen, PandaDoc, or DocuSign to generate, send, and sign retainers or legal forms.</li><li><strong>Legal-Specific Workflow Templates</strong>&nbsp;– Designed for personal injury, immigration, estate planning, and more.</li></ul><p><strong>Solving Common Legal Challenges:</strong></p><ul><li>Tired of using email, spreadsheets, and disconnected tools for intake?</li><li>Missing follow-ups, losing leads, or struggling with document tracking?</li><li>Wasting time onboarding clients or managing staff assignments?</li></ul><p><strong>Legal Intake CRM</strong>&nbsp;turns chaos into clarity — streamlining your entire client journey with automation, visibility, and control.</p><p><strong>Ready to simplify your intake process?</strong></p><p><a href=\"https://calendly.com/workflowmagic/legal-solution\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Book a free demo</strong></a>&nbsp;to learn how this solution can work for your firm.</p><p><strong>About Workflow Magic:</strong></p><p>We’re a&nbsp;<strong>Platinum&nbsp;</strong><a href=\"http://monday.com/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>monday.com</strong></a><strong>&nbsp;partner</strong>&nbsp;that helps law firms and service businesses streamline operations and scale with ease. With 500+ implementations and 100+ five-star reviews, our solutions turn your workflow into magic. Learn more at&nbsp;<a href=\"https://www.workflowmagic.co/\" rel=\"noopener noreferrer\" target=\"_blank\">www.workflowmagic.co</a>.</p>",
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