// Intake-heavy law firms

Your firm loses 12+ staff hours a week to intake forms, signature chasing, and status calls.

PI, immigration, and family law firms run high intake volume through generic tools: DocuSign one-offs, emails to whoever answered last, no client self-serve. We build a branded intake portal on top of the case management software you already use. Clio manages your matters. Merkra handles what the client sees.

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The proven outcome

12 hrs/week → 3 hrs

Plaintiff PI firm (18 attorneys)

Weekly intake admin

12 hrs → 3 hrs

Staff touches per new matter

From 6 steps to 2

Document collection turnaround

Client uploads same session as intake

Pain Points

Where the intake hours actually go

Intake by email and PDF: new-client intake forms collected over email, staff re-keying information into the case management system. 45–90 minutes of admin per new matter

Retainer signing by hand or DocuSign one-off: no branded client-facing flow; clients get a generic DocuSign link, no status visibility, firm chases signatures manually

'What's happening with my case?' calls: attorneys and paralegals fielding status calls multiple times per week per active matter because clients have no self-serve way to check progress

Document collection scattered across inboxes: clients emailing files to whoever answered last, files landing in personal inboxes instead of the matter file, staff manually reconciling versions

Case study

Plaintiff PI firm (18 attorneys)

A plaintiff personal injury firm was spending roughly 12 staff hours a week on new-matter intake: collecting forms, chasing retainer signatures, and routing uploaded documents into their case management system. We built a branded intake portal that connects directly to their existing case management tool: clients fill out intake, e-sign the retainer, and upload supporting documents in one flow. Staff still review and open every matter; they just stopped doing the assembly work by hand. The same portal shows clients where their matter stands, which cut the volume of inbound status-check calls the team was fielding each week.

Proof

The 2-minute overview

We start with a 30-minute walkthrough of your current intake-to-retainer flow: forms, signature tool, where documents land
We map the three automation targets: intake capture, retainer e-sig, and client status portal. All wired to the case management tool you already use, not replacing it
You see a working mockup built on your actual intake form and branding within 2 weeks. Clio, MyCase, or PracticePanther stays in place; Merkra handles what the client sees
Deployed in 4–6 weeks. Can go live before your next busy intake period. No platform lock-in. We build on top of the tools you already use

Relevant next step

Review Merkra's portfolio, then tell us where your workflow is leaking. We'll reply with next steps if it's a fit.

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