Jurídico e Compliance
📋 Client Intake Forms

Extract client details and matter info from intake forms automatically

ParseMe reads your new client questionnaires and matter intake forms — structuring contact data, legal issue type, and conflict-check info so onboarding is instant.

Law firms lose 30% of new inquiries due to slow intake and follow-up

Demonstração de extração ao vivo

parseme.co — client_intake extraction

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

client_name:Diana Okonkwo
email:diana@okonkwollc.com
phone:(305) 555-0199
matter_type:Business Formation
entity_type:LLC
state:Florida
referred_by:Marcus Webb
intake_date:2026-04-22
budget:$2,500

Todos os campos extraídos

Todos os campos que o ParseMe pode extrair de client intake forms.

CampoTipoDescrição
client_namestringFull client name
emailstringClient email
phonestringClient phone number
matter_typestringType of legal matter
opposing_partiesarrayOpposing parties for conflict check
referred_bystringReferral source
intake_datedateDate intake was received
budgetstringClient's stated budget
urgencystringMatter urgency level

O que você pode fazer com isso

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

Analise seu primeiro client intake forms gratuitamente

Comece com 20 páginas grátis. Sem cartão de crédito.

Automate client intake