Engagement letters sit unsigned for weeks
You send the retainer, the client says they'll sign, and three weeks later the matter is underway with nothing executed. Enforcement eliminates the follow-up loop.
For US Law Firms & Solo Attorneys
Law firm client intake software that closes every file before the engagement opens.
ClientEnforce enforces retainer agreements, conflict checks, and KYC documentation before your attorneys begin any billable work — with a full timestamped audit trail for bar compliance.
No credit card required · 30-day money-back guarantee · Cancel anytime
No credit card requiredLive in 20 minutes30-day money-back guaranteeAutomated follow-ups included
Sound familiar?
If you run a law firms business in the US, at least one of these hits home.
Missing KYC documentation creates compliance exposure
Incomplete identity verification and conflict-check documentation is a liability. Without a required-step gate, matters open with gaps that surface only when regulators or bar counsel ask.
Associates are chasing intake instead of doing billable work
Every hour an associate spends tracking down a signed form or a missing ID document is an hour not billed. Automated enforcement removes that burden entirely.
No defensible record of what was collected and when
If a client later disputes the scope of the engagement or the terms of the retainer, you need a timestamped log of every document collected, every step completed, and every signature obtained.
How it works
Law firms use ClientEnforce to enforce intake from the moment a matter opens — retainer agreements, ID verification, conflict check authorization, and scope documentation — before any work begins.
Build your template once
Define every document, question, signature, and required step for your service type. Takes under 20 minutes. Reuse it for every client after that.
Send one link when a client signs
Clients see exactly what they need to do, in order. No login required. No confusion about where to send things.
Track completion — stop chasing
Automated reminders handle overdue tasks. Your dashboard shows what's done, what's pending, and what's overdue — across every active onboarding.
Everything law firms teams need
Onboarding templates
Build once, reuse for every client
Required step enforcement
Clients can't skip mandatory items
Automated email reminders
No manual follow-up — ever
Real-time progress dashboard
See every onboarding at a glance
E-signature collection
Agreements signed inside the portal
Document upload
Secure, structured file collection
Audit trail with timestamps
Defensible record of every step
Team roles (RBAC)
Right access for every team member
No login required for clients
Clients complete intake from a link
🔒 Every form submission, document signature, and intake step is timestamped and logged — providing a defensible, exportable audit trail for bar compliance, matter management, and client disputes.
Built for every type of health & wellness business
Solo & Small Firm Attorneys
Law firm intake software for solo attorneys and small firms that eliminates manual follow-up — engagement letters, retainer agreements, and KYC documentation enforced automatically before any billable work begins.
Multi-Attorney Practices
Standardize intake across every attorney and practice area — so every client file is complete to the same standard, regardless of which associate handled the intake.
Litigation & Transactional Practices
Collect case-specific information, signed authority documents, and client representations through structured intake portals — with conditional logic that adapts to matter type.
Compliance-Sensitive Specialties
For immigration, estate planning, M&A, and regulated practice areas — enforce identity verification, conflict-check authorization, and engagement documentation with a timestamped audit trail.
Simple, transparent pricing
Start free. Upgrade as your onboarding volume grows. No long contracts.
Solo
$0/month
Test your onboarding flow and get your first client live.
- 1 admin user
- 1 onboarding template
- Client portal link per onboarding
- Document uploads + e-signatures
- Up to 5 active onboardings
Most popular
Team
$37/month
For small US teams running client onboarding at pace.
- Up to 5 admin users
- Up to 10 templates
- Automated reminders (email)
- Audit timeline + evidence export
- Up to 50 active onboardings
Best value
Scale
$99/month
For teams onboarding at volume who need stronger controls.
- Up to 15 admin users
- Unlimited templates
- Everything in Team
- Advanced reporting
- Up to 200 active onboardings
Best for agencies
Agency Pro
$149/month
White-label portals + unlimited onboardings for agencies that sell the experience.
- Everything in Scale
- White-label client portals (your brand)
- Custom domain for portals
- Unlimited active onboardings
- Dedicated onboarding support
No credit card required · 30-day money-back guarantee · Cancel anytime
Free Download
The Law Firm Client Intake Checklist
The exact steps top US businesses use to onboard clients without chasing.
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Frequently asked questions
Yes. You can include document upload steps and require clients to confirm receipt and agreement before proceeding. Combine with your existing e-signature tool or use the built-in acknowledgement step.
Yes. Every step completion, form submission, and document upload is timestamped and logged per client. You can export the full intake record as a PDF evidence pack for compliance review or client disputes.
Yes. Build separate templates for litigation, transactional, immigration, estate planning, and any other practice area — each enforced independently with its own required steps.
No. Clients receive a secure link and complete their intake portal without logging in — reducing friction and increasing the likelihood of timely completion.
Open every matter with a complete file
Build your first intake template in under 20 minutes. No credit card required. 30-day money-back guarantee.