Most intake never comes back complete. It is long, it uses words clients do not know, and it lands as a PDF or a wall of fields with no one to help. So your team spends the first week of every matter chasing missing answers. Superforms is intake software built for that problem: it rebuilds the form you already use as a guided experience clients can finish on their own, then hands the result to the case system you run.
Collecting answers is the easy part. Getting a long, high-stakes intake back complete is the job.
Send the intake you use today, even a scanned PDF, and we turn it into the guided version. No form editor to learn, no questionnaire to rewrite.
Short steps, read-aloud on every question, plain-language explanations of legal terms, and only the questions that apply to that client.
Clients upload IDs, prior wills, and financial records inside the form, so your team is not chasing attachments by email.
A finished intake becomes a Clio contact, matter, and note (MyCase supported), so nobody retypes anything.
You design, configure, and maintain the form yourself. Intake software gives you the finished intake, rebuilt from the form you already use.
Intake software is built for completion: it reads aloud, explains the hard words, and saves progress, so long, high-stakes forms actually get finished.
Intake software delivers a structured intake into the system your firm already runs, so the answers land where your team works.
The same questions you already ask, a completely different experience for the client.
A long intake never feels like the whole thing at once.
Helpful for older clients and anyone filling out a long form on a phone.
Executor, per stirpes, adjustment of status, explained in plain words, right where they come up.
Nobody wades through sections that are not about them.
IDs, prior documents, and records, uploaded as the client goes.
The finished intake lands in your case system, ready to work from.
Built first for the practice areas where intake is longest and most document-heavy.
Superforms does one thing: it gives your client a good experience filling out a hard form, and hands the finished intake to the software you already run, like Clio or MyCase. It is not a case manager and does not do your billing or document drafting. That is on purpose, so it is an easy yes and there is nothing to rip out.
Client intake software is the tool a firm uses to collect everything a new client needs to provide before work begins: their details, their situation, and supporting documents. Superforms is intake software built for long, high-stakes intake: it rebuilds your existing form as a guided experience that reads questions aloud, explains legal terms, only asks what applies, and collects documents, so the intake comes back complete.
A form builder gives you a blank canvas to design and maintain a form yourself, and it is great for short forms. Client intake software is built for the long, complex intake a firm actually runs: it rebuilds your existing form for you, guides the client through it so they finish, and hands the result to your case system. Superforms is the second thing.
Yes. A finished intake becomes a Clio contact, matter, and note, so the answers land where your team already works. MyCase is supported too.
No. You send us the intake you use today, even a scanned PDF or a Word file, and we rebuild that same content as a guided form. There is no new questionnaire to write.
Small and midsize firms with long, document-heavy intake: estate planning and elder law, immigration, family law, and bankruptcy, plus tax and financial-advisory intake.
Send us the form you use today and we will rebuild it as a guided intake, free to preview, before you decide.