Build Better Client Intake

From screening to submission. Complete intake automation built for modern law firms.

How It Works

From lead to submission in 6 simple stages

1

Lead Screening

A potential client reaches out. Capture their details in your intake form.

→
2

Qualify Lead

Review and qualify the lead. WKO Intelligence automatically sends the form link.

→
3

Client Fills Form

Client receives email and completes the questionnaire. Auto-saves every 3 seconds.

→
4

Smart Reminders

Automated reminders sent at 3 days, 1 week, 2 weeks to keep clients engaged.

→
5

Review & Verify

Lawyer reviews completed form on the dashboard. All data verified and ready.

→
6

Submit to Your CMS

One-click submission to any CMS: Smokeball, Clio, MyCase, or 7+ other platforms.

Real-Time Intake Management

Track every lead from screening to your case management system. See real-time progress across your entire team.

Pending

3

John Smith

john.smith@email.com

Estate Planning

2 days ago

Sarah Johnson

sarah.j@email.com

Family Law

5 hours ago

Michael Brown

m.brown@email.com

Wills

1 day ago

Sent

2

Emma Wilson

emma@email.com

0%

Sent 2 days ago

David Lee

d.lee@email.com

0%

Sent 6 hours ago

In Progress

4

Lisa Anderson

lisa@email.com

45%

2 hours ago

Robert Taylor

r.taylor@email.com

68%

30 mins ago

Jessica Martinez

j.martinez@email.com

23%

4 hours ago

Thomas Chen

t.chen@email.com

82%

1 hour ago

Completed

3

Amanda Green

a.green@email.com

100%

Completed 1 day ago

Christopher Hall

c.hall@email.com

100%

Completed 3 days ago

Victoria White

v.white@email.com

100%

Completed 5 days ago

Submitted

2

Patrick Moore

p.moore@email.com

✓ In system

Susan Davis

s.davis@email.com

✓ In system

Overdue

2

Nicholas King

n.king@email.com

15%

8 days overdue

Jennifer Scott

j.scott@email.com

35%

12 days overdue

Core Features

01

Lead Screening

Capture all client data in one intake form. Standardized screening ensures nothing is missed.

Customizable
02

Auto-Save Forms

Clients never lose progress. Forms save automatically every 3 seconds with no action needed.

Every 3 seconds
03

Smart Reminders

Auto-reminders at 3 days, 1 week, 2 weeks. Keep clients engaged and boost completion rates.

Automated
04

Real-Time Dashboard

See where every client is in the process. Visual Kanban board shows all stages instantly.

Live Updates
05

Direct Integration

One-click submission to Smokeball, Clio, or standalone. No manual re-entry needed.

10+ Platforms
06

Multi-Lawyer Support

Assign leads to specific lawyers. Track progress by team member across your entire firm.

Collaboration

Why WKO Intelligence?

The missing piece between your intake form and case management system

Zero Data Entry Errors

Clients fill once. Data flows directly to your CMS. No manual re-entry means no lost information or mistakes.

Close Cases 30% Faster

Eliminate intake bottlenecks. Qualified leads reach your CMS ready to work. No waiting, no delays.

Higher Quality Leads

87% completion rate means thorough intake data. Better qualified leads = better case outcomes.

Complete Visibility

Real-time dashboard shows exactly where every lead is. No status calls, no surprises—everything at a glance.

Use What You Have

Works with Smokeball, Clio, MyCase, or any system you already use. No vendor lock-in.

Team Accountability

Track which lawyer owns which lead. Scale your firm's intake without losing control or growing headcount.

Works With All Major Platforms

Compatible with 10+ case management systems

Smokeball

Native integration

Clio

API Ready

MyCase

Cloud-based

Practice Panther

Seamless sync

Rocket Matter

Case management

Lawmatics

Legal CRM

Actionstep

Practice management

LEAP

Case management

Zola Suite

Law office management

Smokeball

Native integration

Trusted by Leading Australian Law Firms

Nautilus Law

St Ives Law

Zed Law

Open Legal

The Numbers

5+
Hours Saved Weekly

Automate screening, reminders, and submissions

87%
Completion Rate

Auto-save and reminders keep clients engaged

30%
Faster Conversion

Qualified leads move to cases quicker

10+
Integrations

Works with Smokeball, Clio, and more

Frequently Asked Questions

How long does it take to set up?

Setup typically takes about 2 weeks. We handle the full integration with your CMS (Smokeball, Clio, etc.), customize your intake forms, and train your team to ensure a smooth launch.

Can I use it with my existing CMS?

Yes! WKO Intelligence works with 10+ case management systems including Smokeball, Clio, MyCase, Practice Panther, and more. If your CMS has an API, we can integrate with it.

Do clients need special software?

No. Clients fill forms through a simple email link in their browser. No downloads or special software required.

Is my data secure?

Yes. We use enterprise-grade encryption and comply with data protection regulations. All data flows directly to your CMS.

Can multiple lawyers use it?

Absolutely. Assign leads to specific lawyers, track progress by team member, and scale your intake across your entire firm.

What if I need help?

We provide onboarding support and are available via email/chat during business hours. Our team is here to help you succeed.

Ready to Transform Your Intake?

Join Australian law firms saving time and closing cases faster.