Best Legal Intake Software for Small Law Firms and Solo Attorneys

If your matters, billing and calendar already run in a practice management system, start with its intake module. MyCase, for example, includes client intake forms and a legal CRM from its Pro plan, listed at $100 per user a month billed yearly or $120 month to month. If marketing and lead follow-up are your main problem and you have at least three users, a legal CRM such as Lawmatics fits, but it sells by quote. If you want intake tied to conflict checks, contract review and drafting at a published price, Jural includes client intake on every plan from $24 per user a month billed yearly.

A contact form that emails you is not intake. When you compare products, look for these six things.

• Practice-area questions. A personal injury intake asks about the date of loss and treatment, a family law intake asks about children and assets. One generic form loses the facts you need to decide whether to take the case.
• Conflict check in the same step. Every name on the form, including the other side, should be searched before the consult is booked, not after you have heard the story.
• Speed to first reply. Leads go cold within hours. Look for instant confirmations, booking links and follow-up reminders.
• Hand-off to the matter. Once accepted, the facts should land in the matter without retyping, along with the engagement letter.
• Minimum seats and contract. Some vendors require three or five users and a demo before you see a price. For a solo, that rules them out.
• Honest limits. Contact limits, e-signature caps and automation caps decide what you pay at your size.

Details are what each vendor published on its own pages when we checked in October 2026. Where a page did not show a price, we say so instead of guessing. Confirm current plans before you buy.

MyCase and Jural win for a firm that wants to see a price today. Lawmatics wins when marketing automation is the goal and the firm has three or more users to spread the cost. No tool in the table decides whether to take the case. That stays with the attorney.

The one that fits your practice area, shows a price you can budget and runs the conflict check in the same step. For a solo or a firm under ten lawyers that usually means intake bundled into a practice management plan or an AI assistant, not a standalone CRM with a three-seat minimum.

Published prices run from $24 per user a month billed yearly for Jural to $100 for MyCase Pro billed yearly. Several legal CRMs, including Lawmatics and Lead Docket, do not publish a price and quote after a demo, so ask for a written figure and the seat minimum.

For most firms under twenty lawyers, practice management intake is enough: forms, a lead list and a hand-off to the matter. A separate CRM pays off when you run paid campaigns, email sequences and referral tracking with a staff member who owns them.

Some can. In many suites the conflict search is a separate module or a higher tier. In Jural every name entered at intake is searched against your clients and adverse parties with fuzzy matching, and the responsible attorney clears or declines with a logged decision. The best conflict check software for small law firms comparison covers price by plan.

AI can collect the facts, ask follow-up questions, summarize them for the attorney and flag names for the conflict search. It should not accept a case or give legal advice. Jural drafts the intake summary and leaves every decision to a lawyer.

Run three real leads from last month through each trial: one easy, one with a corporate adverse party and one that arrived at 9 pm on a Sunday. Time how long it takes from the lead arriving to a booked consult, check whether the conflict hit on the corporate name appears, and see whether the facts reach the matter without retyping. If a vendor will not give you a price or a trial before a demo, count that cost in your decision.