Revolutionize Your Client Intake. Transform Your Firm.
LegalHelpr streamlines client onboarding, automates initial documents, and secures client communication, all in one cloud-powered portal.
LegalHelpr streamlines client onboarding, automates initial documents, and secures client communication, all in one cloud-powered portal.
Trusted by X Firms | Approved by Y Bar Associations | Rated 5 Stars on LegalTech Reviews
Are fragmented intake processes leading to lost leads and inefficiencies? Manual forms and scattered data make it hard to track prospects and onboard new clients effectively.
LegalHelpr's Customizable Online Intake Forms and Automated Lead Capture transform this into a seamless, professional experience, ensuring you never miss a lead.
The burden of manual data entry and drafting initial documents steals valuable time from billable hours. This administrative overhead hinders your firm's productivity and growth.
With LegalHelpr, leverage Basic Document Generation from Intake Data to instantly pre-populate templates like engagement letters, saving hours of repetitive work.
Relying on email or phone for sensitive client interactions is risky and inefficient. Information gets lost, and security is compromised, leading to client frustration.
Our Secure Client Portal offers Encrypted Two-Way Messaging and Secure Document Sharing, centralizing and protecting all client communications.
Server-based systems are expensive to maintain, lack remote accessibility, and require constant IT support. They limit your firm's flexibility and scalability.
LegalHelpr is a Cloud-Based Platform, providing 24/7 access from anywhere, automatic updates, and reduced IT costs, allowing your firm to scale effortlessly.
Build branded, customizable intake questionnaires with ease, ensuring all necessary information is captured efficiently.
Automatically store submitted data, ensuring you never miss a potential lead and can follow up promptly.
A single, intuitive view of all incoming leads and existing clients, providing clarity and control.
Easily track the progress of each client and assign tasks to team members for seamless collaboration.
Generate standard legal documents from intake data, including engagement letters and client agreements.
Provide clients with a secure portal for ongoing communication, file sharing, and case updates.
Time Savings
Reduce intake process time by over an hour per client on average.
More Leads Captured
Online forms make it easier for clients to reach out, increasing conversion rates.
Secure & Compliant
Bank-level encryption ensures all client data remains confidential and secure.
LegalHelpr meets the highest standards for data protection and legal compliance, giving you and your clients complete peace of mind.
All data transmitted is protected with military-grade encryption.
Meets healthcare privacy standards for sensitive client information.
Independently audited for security, availability, and confidentiality.
Automatic daily backups ensure your data is never lost.
Prospective clients fill out your customized intake questionnaire online, providing all necessary information upfront.
Review the lead details in your dashboard, make a decision, and automatically generate initial documents if accepted.
Clients gain access to their secure portal for ongoing communication, document sharing, and case updates.
Managing Partner, Mitchell & Associates
"LegalHelpr has completely transformed our client intake process. We're saving 3+ hours per week on administrative tasks, and our clients love the professional, streamlined experience."
Solo Practitioner, Rodriguez Law
"As a solo practitioner, I needed something simple yet powerful. LegalHelpr's client portal has made my practice look much more professional, and the security gives me peace of mind."
Start with a free trial, then choose the plan that fits your firm's size and needs.
per month
14-day free trial
per month
14-day free trial
per month
14-day free trial
Join hundreds of law firms already using LegalHelpr to streamline their client intake and grow their practice.
We'll contact you within 24 hours to schedule your demo.
Free 14-day trial • No credit card required • Setup in under 10 minutes