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Client Intake with CosmoLex Websites

What’s Inside?

To grow your firm, your client intake process should make a good impression on your clients. But it should also run smoothly, keeping your team members aligned and reducing the manual effort to move clients through your sales funnel.

But there can be a huge disconnect between the tasks that need to get done and the tools you’re using to do them. Without the right workflow, prospective clients and data can fall through the cracks.

It’s time to streamline your client intake process. With CosmoLex Websites, you can establish an effortless workflow that turns leads into clients in just seven steps.

  1. Build a marketing strategy that starts with your website.
  2. Make it easy for leads to reach out.
  3. Automate responses through email or text.
  4. Qualify leads with intelligent intake forms.
  5. Take the delay out of scheduling.
  6. Complete the intake process.
  7. Build strong relationships with client-centered service.

CosmoLex’s new website tools give law firms a leg up when it comes to client intake, with smart integration that ensures everything flows seamlessly from your website into your practice management software.

Schedule a demo to see how CosmoLex Websites can transform the way you find and convert leads to clients.

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What Happy CosmoLex Users Are Saying...


There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.

Rebecca Norton | On Point Legal, Louisiana


We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.

Andrea C. Kryszak | Kryszak & Associates, Co., LPA


Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.

Andy Patzig | Patzig Law

See how CosmoLex can improve your law practice!