BenchWise Intake Pro
Modernize YourClient Intake
Deliver qualified matters to your team with privacy‑first intake and document collection.
No credit card required • Setup in minutes
Two Ways Clients Reach You
Intake from your website widget and from the BenchWise consumer app
On your website
Embed the Intake Widget on your site to qualify visitors in real‑time.
- Guided intake conversation
- Document and context capture
- Sent securely to your dashboard
From BenchWise
Consumers researching on benchwise.ai can request an attorney and share their materials.
- Research‑driven context
- Uploaded documents
- Routed directly to your firm
What An Intake Looks Like
An example of the context and materials we deliver
— Redacted —
Employment — unpaid overtime
Estimated Value
—
3 files
10 minutes
Meets criteria
Example intake. Personal details redacted.
Common Intake Frustrations
High ad spend, few qualified matters
Clicks don’t translate to complete intakes.
Long discovery calls
Screening questions and document collection eat up attorney time.
Competing with many firms
Inquiries are blasted to multiple firms before they’re qualified.
How We Deliver Better Intakes
We handle the intake and document collection. Your team reviews and decides.
1. Consumer finds us
They're researching cases, not shopping for lawyers
2. Guided research
They answer guided questions, upload documents, and capture key dates.
3. Client requests lawyer
They request a consultation and share contact details.
4. Delivered to your dashboard
Case summary and documents arrive in your dashboard for review.
Compare Approaches
Complete intakes reduce attorney screening time and increase close rate.
Traditional Approaches
Intake Pro Intakes
Lower time‑to‑qualification
Focus attorney time on viable matters, not screening
Security & Compliance
Professional safeguards aligned with how firms operate
- Encryption in transit and at rest
- Firm‑owned data; we act as your processor
- Access controls and role‑based permissions
- Audit logs for key actions
- Data retention configuration
- Data residency options
- Subprocessors listed and monitored
- DPA available on request
- SOC 2 in progress
Confidential by design
Designed for attorney‑client confidentiality and private review in your dashboard.
Your data, your firm
Your firm retains ownership of client data. We act as your processor.
Access controls
Firm accounts and roles so only your team sees your matters.
Plans
Start capturing qualified leads from your website and from BenchWise
Enterprise
For larger firms
- SLA & onboarding
- Security review support
- Custom requirements
Modernize Your Client IntakeDeliver qualified matters to your team
See how Intake Pro fits your firm's process
Get started free
No credit card • Minutes to set up