ParseMe reads your new client questionnaires and matter intake forms — structuring contact data, legal issue type, and conflict-check info so onboarding is instant.
Demonstração de extração ao vivo
New Client Intake Form
NEW CLIENT INTAKE — CONFIDENTIAL
Client Name: Diana Okonkwo
Email: diana@okonkwollc.com Phone: (305) 555-0199
Preferred Contact Method: Email
MATTER DETAILS
Practice Area: Business Formation
Entity Type Requested: LLC — State: Florida
Anticipated Filing Date: May 2026
Estimated Budget: $2,500
REFERRAL SOURCE
Referred By: Marcus Webb (former client)
How did you hear about us? Client referral
Dados extraídos
Todos os campos que o ParseMe pode extrair de client intake forms.
| Campo | Tipo | Descrição |
|---|---|---|
| client_name | string | Full client name |
| string | Client email | |
| phone | string | Client phone number |
| matter_type | string | Type of legal matter |
| opposing_parties | array | Opposing parties for conflict check |
| referred_by | string | Referral source |
| intake_date | date | Date intake was received |
| budget | string | Client's stated budget |
| urgency | string | Matter urgency level |
Create a new matter in your practice management system the moment intake arrives
Run automatic conflict checks using extracted opposing party names
Route new matters to the right attorney based on extracted practice area
Build a pipeline dashboard from all pending intake forms
Cada tipo de documento do seu setor — tudo numa única plataforma.
ParseMe reads service agreements, vendor contracts, and commercial deals — pulling out every material term without a lawyer reading end-to-end.
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ParseMe structures complaints, motions, and orders — pulling every relevant fact and date so your team always knows the status of every matter.
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Automate client intake