Turn Every Website Visit Into a Qualified Client Inquiry

Instaform gives law firms structured intake forms that capture the right case details upfront, route leads automatically, and keep potential clients from calling a competitor while they wait for a callback.

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Estos son los retos con formularios y datos que tu sector vive cada día

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Manual Intake at Reception

New clients fill out paper forms at the front desk, staff manually key the data into your case management system, and transcription errors create costly mistakes down the line.

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Lost Lead Inquiries

Potential clients submit contact forms with almost no detail, staff play phone tag to gather basic facts, and by the time you call back the prospect has moved on.

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No Intake-to-Case Pipeline

There is no clear path from a new inquiry to an opened matter — leads fall into email inboxes, get assigned verbally, and lack a visible status anyone can check.

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Hours Wasted on Data Entry

Paralegals spend significant time each week re-typing intake information from paper or email into case management software instead of supporting billable work.

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Conflict Check Delays

Without structured intake data you can't run a conflict check until someone manually reviews the inquiry, creating delays that frustrate prospective clients and expose the firm to risk.

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No After-Hours Intake

When someone needs a lawyer at 9 PM on a Friday, there is nothing on your site to capture their information — they call a competitor who answers, or they never call back.

¿Por qué Instaform?

Un constructor de formularios y CRM hecho a medida para cómo trabaja tu equipo de verdad

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Structured Case Intake

Capture matter type, incident date, opposing parties, and a case summary in a single form — so attorneys have everything they need before the consultation even begins.

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Leads Become CRM Contacts

Every completed intake form automatically creates a contact and matter record in your CRM, eliminating double-entry and giving your team a searchable client history.

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Route by Practice Area

Use conditional logic to route family law inquiries to one attorney and personal injury inquiries to another — automatically, without a receptionist making the call.

24/7 Online Intake

Your intake form works around the clock, capturing prospective clients who find you outside business hours and sending your team an alert the next morning.

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Conversion Analytics

See how many inquiries come in each week, which practice areas attract the most interest, and where people are abandoning your intake form before submitting.

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Instant Acknowledgment Emails

Prospective clients receive an automatic reply the moment they submit, confirming receipt and setting expectations — reducing calls asking "did you get my message?"

Funciones clave

Herramientas pensadas para tus flujos concretos

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Conditional Logic

Branch questions based on case type so a criminal defense inquiry collects different details than an estate planning inquiry — all within one intelligent form.

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E-Signature Support

Collect signed engagement letters, fee agreements, and conflict waivers digitally as part of the intake flow — no printing, scanning, or chasing down signatures.

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Document Upload

Allow prospective clients to attach police reports, contracts, medical records, or prior correspondence at intake rather than waiting to gather them at the consultation.

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CRM Pipeline View

Manage every intake through a visual pipeline with stages like New Inquiry, Conflict Check, Consultation Scheduled, and Retained — giving every team member full visibility.

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Instant Team Notifications

Alert the right attorney or paralegal the moment a new intake arrives, including a summary of the matter type and urgency so they can prioritize their response.

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Integrates with Case Management

Send intake data directly to Clio, MyCase, or any other platform via webhooks — so your workflow starts automatically without anyone copying and pasting.

Los números hablan
Law firms that respond to an online inquiry within 5 minutes are 21x more likely to convert that lead.

Structured digital intake combined with instant notifications means your team can follow up while the prospect is still at their desk.

Más allá de los formularios básicos

Descubre cómo se compara Instaform con Typeform, JotForm y Google Forms

FeatureInstaformTypeformJotFormGoogle Forms
Starting priceFree forever$25/mo$34/moFree (limited)
Built-in CRM / contactsYesNoNoNo
Deal / pipeline trackingYesNoNoNo
Conditional logicYesYes (paid)Yes (paid)Limited
File upload fieldsYesYes (paid)YesNo
Team workspacesYesYes (paid)Yes (paid)Limited
Zapier / webhook integrationYesYesYesSheets only

Preguntas frecuentes

¿Instaform es realmente gratis para empezar?+
Sí. Nuestro plan Free es una prueba de verdad — 2 formularios, 100 respuestas al mes, 1 LinkPage y los 11 tipos de campo básicos (texto, email, teléfono, dropdown, etc.). Sientes el producto de punta a punta, incluido el Cubby LinkPage. Starter a $19/mes desbloquea formularios ilimitados, 5.000 respuestas/mes, los 26 tipos de campo, los 4 workspaces Cubby (CRM, Encuesta, Soporte, LinkPage), lógica condicional, pagos Stripe, dominio propio y quita la marca Instaform.
How long does it take to publish a form?+
Most teams publish their first live form in under five minutes. Choose a template for your industry, customize the fields and branding, and share the link or embed it on your site — no code required.
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Typeform and JotForm focus purely on forms — you need separate tools for contacts and deals. Google Forms has no CRM at all. Instaform combines a drag-and-drop form builder with a built-in contacts database and deal pipeline, so your submissions flow directly into your workflow.
Can I connect Instaform to my existing tools?+
Yes. Instaform integrates with Zapier (3,000+ apps), native webhooks, and direct integrations with Slack, Google Sheets, HubSpot, and Mailchimp. Everything that enters a form can be routed wherever you need it.
¿Instaform soporta subida de archivos y firmas?+
Sí. La subida de archivos está en todos los planes — Free admite hasta 2 MB por archivo, Starter hasta 10 MB y Pro no tiene límite de tamaño. Las firmas electrónicas son un tipo de campo avanzado disponible en Starter y superiores. Casos comunes: documentos de intake, contratos, propuestas, verificación de identidad y portfolio.
¿Varios miembros del equipo pueden usar la misma cuenta?+
La colaboración en equipo es una función Pro. Free y Starter son planes solo (1 usuario). Pro ($29/mes) desbloquea las funciones de equipo — invita colaboradores con permisos por rol (editores de formularios, viewers del CRM, administradores), con precio por puesto adicional. Agencia/Enterprise incluye puestos ilimitados en el plan personalizado.

Capture Every Lead Before They Call a Competitor

Build a branded client intake form for your firm in minutes — no code required and free to start.

  • Gratis para siempre en Starter — sin tarjeta de crédito
  • Respuestas ilimitadas en los planes de pago
  • Contactos de CRM y pipeline de deals incluidos
  • Conecta tus formularios con tus herramientas vía Zapier
  • Soporte prioritario en los planes Pro y Business