At TaskPerfect by ICCO Business Software, we’ve designed our Client Intake Forms feature to simplify and enhance the way law firms onboard clients. Recognizing the complexities of managing client enrollment, TaskPerfect offers a powerful, flexible solution that adapts to the specific needs of your practice. With our system, you can streamline the intake process, improve efficiency, and create a seamless experience for your clients.

Fully Customizable Client Intake Flow

Define your own client intake process with dynamic forms that adapt based on the applicant’s status. Show only the relevant pages and questions, ensuring a personalized and intuitive experience. Whether it’s an initial consultation or onboarding a long-term client, our tools make it easy to tailor every step.

Advanced Form Design Tools

Our easy-to-use form designer empowers you to create and publish web forms directly on your website. Use textboxes, checkboxes, radio buttons, dropdown menus, and formulas to build forms that capture the exact data you need. From legal questionnaires and surveys to custom client data forms, TaskPerfect provides the versatility required for every scenario.

Seamless Electronic Signatures and Payments

Enable clients to electronically sign contracts and make their first payment without ever leaving the secure web portal. This seamless integration ensures a smooth and professional experience while reducing administrative overhead.

Automated Actions and Validation

Save time with automated actions triggered upon form submission. Define specific tasks, such as sending confirmation emails or updating case records, to be performed automatically. Additionally, validate required fields before submission and display customized validation messages based on your rules.

Conditional Logic for Smarter Forms

Make forms smarter with conditional logic. Show or hide questions dynamically based on previous answers, creating a more efficient and tailored client experience. This feature ensures you collect the most relevant information while keeping the process streamlined.

Perfect for Law Firms

TaskPerfect’s Client Intake Forms are ideal for a wide range of uses, from gathering critical client data to completing legal forms. Paired with Electronic Signatures, this feature becomes a powerful tool for collecting essential fields required for legal compliance and documentation.

Why Choose TaskPerfect for Client Intake?

By automating and optimizing the client intake process, TaskPerfect allows your law firm to focus on what matters most—delivering exceptional legal services. Experience the benefits of a streamlined workflow, better client relationships, and a competitive edge in today’s fast-paced legal landscape.

Let TaskPerfect redefine how your law firm approaches client onboarding. Simplify, customize, and elevate your practice with our innovative Client Intake Forms.



E – Signature

Check out another powerful feature: E-Signature. Designed to meet the unique needs of law firms, our affordable and reliable electronic signature system is fully integrated into your web portal. It allows users to sign contracts and other legal documents electronically, streamlining workflows and reducing paperwork. With E-Signature, you can ensure efficiency, security, and convenience—all essential for modern legal practices.

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