Online Intake

Let your clients do the typing.
Use captured information throughout the case.

TXdocs Online Intake allows clients to securely submit information through customizable questionnaires, and inventories. Their answers flow directly into your TXdocs case data, ready for document assembly and case management.

Why Firms Use TXdocs Online Intake

Eliminate Manual Data Entry
Clients enter their information online, and TXdocs automatically pulls it into your case—no retyping and no duplicate work.

Send Intake in Seconds
Email a secure intake link to your client. They complete the questionnaire at their convenience, without printing, scanning, or emailing forms.

Share Sensitive Case Information Securely
TXdocs' Document Exchange takes the worry out of sharing case documents & information between you and your clients.   

Use the Data Throughout the Case
Client information entered through intake flows directly into your TXdocs documents, saving time across the entire matter.

Track Progress Easily
See which clients have completed their intake, which are still in progress, and which need a reminder—all from one dashboard.

Additional Capabilities

• Clients can complete intake 24/7 at their convenience

• Customizable questionnaires and inventories

• Built-in client reminders to keep matters moving

• Daily Digest emails summarizing new client activity

• Clients can complete inventories online, with the data automatically used in TXdocs inventory tools and documents