Welcome to LegalGEN’s New Client Intake -> Information

Provide your information and schedule a 1:1 with our Client Experience Officer


Digital Intake

Embark on a transformative journey for your firm and unlock the boundless potential that awaits as you offer your clients user-friendly and effortlessly convenient online options.


Online Will and Trust Interview Questionnaire

Use LegalGEN clients through user-friendly online options but also unlocks a wealth of profits for your firm in the realm of estate planning interviews.

New Client Intake Instructions


In this section you can provide instructions to your users or clients. You can include as much detail as required and dynamically update (configure) the language on your own without requiring any interaction with our office. This whole process will take your clients less then 10 minutes and upon completion 80%+ of your drafting is actually done.

New Client Intake Instructions


In this section you can provide instructions to your users or clients. You can include as much detail as required and dynamically update (configure) the language on your own without requiring any interaction with our office. This whole process will take your clients less then 10 minutes and upon completion 80%+ of your drafting is actually done.