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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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.
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.
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.
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.
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.
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.
Un constructor de formularios y CRM hecho a medida para cómo trabaja tu equipo de verdad
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.
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.
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.
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.
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?"
Herramientas pensadas para tus flujos concretos
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.
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.
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.
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.
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.
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.
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.
Descubre cómo se compara Instaform con Typeform, JotForm y Google Forms
| Feature | Instaform | Typeform | JotForm | Google Forms |
|---|---|---|---|---|
| Starting price | Free forever | $25/mo | $34/mo | Free (limited) |
| Built-in CRM / contacts | Yes | No | No | No |
| Deal / pipeline tracking | Yes | No | No | No |
| Conditional logic | Yes | Yes (paid) | Yes (paid) | Limited |
| File upload fields | Yes | Yes (paid) | Yes | No |
| Team workspaces | Yes | Yes (paid) | Yes (paid) | Limited |
| Zapier / webhook integration | Yes | Yes | Yes | Sheets only |
Preguntas frecuentes
¿Instaform es realmente gratis para empezar?+
How long does it take to publish a form?+
How does Instaform compare to Typeform, JotForm, and Google Forms?+
Can I connect Instaform to my existing tools?+
¿Instaform soporta subida de archivos y firmas?+
¿Varios miembros del equipo pueden usar la misma cuenta?+
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
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Otros equipos que usan Instaform para captar leads y gestionar datos