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Digital Intake

Mobile-friendly, secure forms that capture client information accurately from any device.

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Smart Protocols

Build complex, branching intake forms with our intuitive visual designer.

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Unified Ops

Integrated Project Management boards and HR Time-Off tracking for your firm's internal pulse.

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Encryption Core

AES-256 encryption for every artifact. Integrated e-signature workflows for immediate execution.

Hybrid License Model

Operational Seat

Support & Admin
$15/mo
  • ✔ HR System & Time-Off
  • ✔ Project Management
  • ✖ No Case Access

Enterprise

Custom Solution
Custom
  • ✔ Unlimited Seats
  • ✔ Custom Branding
  • ✔ Priority Support

Place Your Order

EasyIntakes