Legal
January 21, 2025

Legal Client Onboarding

UnicornForms is designed to assist law firms collect, organize, and manage client information. With its user-friendly platform, UnicornForms empowers legal professionals to create customizable, secure, and compliant forms tailored to their practice needs. 

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UnicornForms is designed to assist law firms collect, organize, and manage client information. With its user-friendly platform, UnicornForms empowers legal professionals to create customizable, secure, and compliant forms tailored to their practice needs. 

Here’s what makes UnicornForms indispensable for law firms:

1. Customization to Fit Your Practice

Every law firm is unique, and so are its intake requirements. UnicornForms allows you to:

  • Build forms with custom fields specific to your area of law, such as family law, real estate, or corporate law
  • Maintain a professional appearance with firm-specific branding
  • Create templates for reusable contracts

2. Simplified Client Experience

Clients appreciate a smooth and straightforward process, especially during stressful legal situations. UnicornForms offers:

  • An intuitive interface that ensures clients can easily complete forms
  • Mobile-friendly design for on-the-go submissions
  • In person signing and document editing

3. Integrated Workflows for Efficiency

Eliminate the bottlenecks of manual processes by

  • Automating notifications to staff when forms are submitted
  • Integrating seamlessly with practice management software via our API
  • Ensuring accurate data transfers directly into your case management system.

4. Robust Security and Compliance

Client confidentiality is the cornerstone of legal practice. UnicornForms provides:

  • Legally binding electronic signatures
  • End-to-end encryption for all submissions
  • Secure cloud storage compliant with data protection regulations such as HIPAA
  • Audit trails to track form submissions for compliance reviews
  • Custom certificates from a Trust Authority for AATL compliance

5. Scalability for Firms of All Sizes

Whether you’re a solo practitioner or part of a large firm, UnicornForms scales to meet your needs. Handle client intakes for a few cases or hundreds with the same level of efficiency and reliability.

The Benefits of Streamlining Legal Client Intake

Implementing UnicornForms in your firm’s onboarding process delivers significant advantages:

  • Faster Case Start Times: Quickly gather all necessary information and documents to move cases forward
  • Enhanced Client Satisfaction: Provide a professional, hassle-free intake experience
  • Reduced Risk of Errors: Minimize mistakes caused by manual data entry or incomplete forms
  • Increased Productivity: Free up your team’s time to focus on client advocacy rather than administrative tasks

Success Stories from Legal Professionals

UnicornForms is already transforming client intake processes for law firms across practice areas:

  • Estate Planning Attorneys: Streamlined the collection of detailed client information and standard templates, such as living wills, advanced directives or transfer on death deeds.
  • Litigation Firms: Reduced intake errors with automated workflows and integrations with case management tools
  • Immigration Lawyers: Simplified and mobile friendly submission of complex client documentation while ensuring regulatory compliance

Ready to Transform Your Legal Client Intake Process?

UnicornForms isn’t just a tool; it’s a solution tailored for the legal profession. By adopting a modern, automated approach to client onboarding, your firm can enhance client experiences, maintain compliance, and improve operational efficiency.

Take the first step toward transforming your firm’s intake process. Schedule a demo today to see how UnicornForms can revolutionize your client onboarding and support your legal practice’s success!

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