ProperFile is designed to fit the needs of Lawyers in all practice areas.
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5800 S Eastern Ave, Suite 500, Commerce, CA 90040
+1 (800) 303-4522
info@properfile.com
Customizable Client Intake Forms
Capture important information from your clients and save time with a few simple clicks with our Intake Forms Software.
Client Intake Forms made simple.
Create, customize and share intake forms
Share intake forms online
Getting information from your clients is now easy with ProperFile, simply e-mail a link for the client to access the intake form securely online. All intake information is automatically downloaded to the client's file.
Customize
Add, edit or customize intake forms and let our software do the rest. All intake forms are customizable per case type.
convenience
Save time and energy and go paperless. No need to spend time filling out forms and scanning to save into your clients' files. Capture and save all the information you need with our software.
We understand that capturing the right information from the initial stages of pre-screening to retaining clients is crucial, that’s why we have created intake forms to help you!
Frequently Asked Questions
How do clients access the intake forms securely?
Our software will automatically generate an access code that will be e-mailed to the client when a form is sent. All information is sent through the web securely through SSL encryption.
What kind of field types are available?
Whether you need to save dates, text or multiple choice options, we got you covered. Our simple but easy to use client intake fields management tool will make it easy to store all types of information from your clients.
Is there a limit on how much information or intake form fields I can have per case type?
There is no limit on how many field types you want to use to collect information from your clients.