We’ve expanded the intake forms available in Client Connect to support real estate, litigation, and personal injury matters across multiple states. Clients can input information directly into easy-to-use questionnaires. You can then review and save collected data to the LEAP matter, helping you create a more efficient intake experience and build strong client relationships from day one.
The Client Connect forms are available in the following states and matter types:
- Debt Recovery and Enforcement (Short form)
- NY: Civil Litigation, Construction General Litigation, General Litigation
- MI, OH, AL, CO: Debt Recovery & Enforcement
- General Personal Injury Intake
- NY & NJ: General Personal Injury
- Landlord-Tenant Details
- CA & NJ: Landlord-Tenant
- Real Estate Property Details
- Available in all states for relevant matter type
- Sale (Residential) Intake
- Available in all states for relevant matter types
- Purchase (Residential) Intake
- Available in all states for relevant matter types
- Supplemental forms to collect details for Witness for Client, Medical Provider, Hospital, and Adjuster
- Available in all states for relevant matter types
Visit the Help Center to learn more about Client Connect.
