Lobbie is the world’s easiest way to do Legal Intake Forms

Lobbie makes it “mega simple” to do online forms and client intake. Do more with less staff!

We will re-create electronic versions of all of your forms and build workflows for you.

  • Streamline your client intake process - Cut down time wasted on pushing around paper, take it online and make the onboarding process simple and easy for your clients.
  • e-Signatures - More secure than paper, documents can be signed anywhere from any device and sent instantly on completion. No more overnighting, faxing, emailing or waiting.
  • Enhanced Security & Integration - Lobbie’s Integration Manager integrates seamlessly and securely with leading practice management systems, your CRM, etc.
  • Create rules to send cases to the right person - Our flexible workflows enable an authorized person in your firm to see only a client's specific data, notifications, communications and forms.
  • Client Screening for when conditions met - Use our workflows to screen potential clients and route them to the appropriate response, forms, schedule, or person.
Lobbie allows you to spend more time on cases and less time managing forms and registration.
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