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LAIntake – Smart Intake & Conflict Check

LAIntake transforms your first point of contact into a streamlined, intelligent process. AI-driven questionnaires adapt by case type, while built-in conflict checks run in real time—ensuring compliance and accuracy from day one. Automate intake-to-matter conversion with workflow triggers and give attorneys tools to quickly review and finalize conflicts.

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Benefits of Using Law Accounting
LAIntake

  • Real-Time Conflict Checks: Conflicts are automatically scanned across Intakes, Matters, Parties, and Roles—flagging potential issues before they become risks.

     

  • Smart Questionnaire Logic: Dynamically generated questions based on case type ensure intake teams collect the most relevant, case-specific information.

     

  • Automated Intake Conversion: Seamlessly convert qualified intakes into active matters using workflow triggers, reducing manual data entry and speeding up onboarding.

     

  • Dual Review Workflow: Enable both staff and attorneys to review flagged conflicts independently, with final approval done in a single click.

Power Your Law Firm With These LAIntake Features

Real-Time Conflict Checks

Conflicts are automatically scanned across Intakes, Matters, Parties, and Roles—flagging potential issues before they become risks.

Smart Questionnaire Logic

Dynamically generated questions based on case type ensure intake teams collect the most relevant, case-specific information.

Automated Intake Conversion

Seamlessly convert qualified intakes into active matters using workflow triggers, reducing manual data entry and speeding up onboarding.

Dual Review Workflow

Enable both staff and attorneys to review flagged conflicts independently, with final approval done in a single click.

Success Stories

I can't say enough about the software and the Law Accounting team. The software is fantastic. Fully customizable, robust and powerful. As good as the software is, the Law Accounting team is even better. They are incredibly responsive, creative, honest, pleasant and personable, highly competent and infintely patient as they worked with us to implement their software. They consistently underpromised and overdelivered. Anything less than a flawless implementation is unacceptable to this wonderful team. Thank you Law Accounting!!!!

Brian Belt CEO, Acevedo Law
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Switching to LawAccounting on the Salesforce platform transformed our accounting processes. The streamlined workflows and automations have significantly reduced staff time and costs. The support is excellent, and the platform is intuitive. Highly recommend LawAccounting to anyone looking for a reliable accounting solution.

Jessica Hall CFO, WhLaw
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I would absolutely recommend this app! We came from Accounting Seed program, used it for 7 years and were never as happy as we are now. This app is amazingly easy to use, all automated and is very much simple. No more "posting and unposting transactions" 🙂

Anna Shapiro CEO, Shaprio LawFirm
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Law Accounting is an app with a lot of potential. We implemented Law Accounting as our Accounting software and as with any new software, we ran into some issues. However, the Law Accounting team has been very helpful and patient in assisting our firm in fixing and smoothing out the product for our purposes. We'd like to continue our relationship with them as we grow our firm and as they continue to improve Law Accounting to its full potential.

Michael Garcia CFO, Greenberg Hamid LawFirm
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Explore Resources

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LAIntake Blogs

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LAIntake Videos

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Knowledge Base

Visit our Knowledge Base for quick guides and answers.