Bridge the Gap Between
Prospects & Clients
Seamless client intake automation that transforms prospects into organized client files. Capture leads, streamline onboarding, and grow your practice effortlessly.
Client Connects
Prospect submits info
Bridge Activates
Automation organizes data
Client Onboarded
Team gets organized case
Transform your client intake process
Stop losing clients to slow, manual processes. Automate everything from initial contact to case setup.
Save 10+ hours/week
Eliminate manual data entry and follow-ups.
Reduce admin errors
Keep intake data consistent across your tools.
Faster onboarding
Retain clients and schedule consults without delay.
Works with your stack
Gmail/Outlook, Google Drive/Docs, Clio, MyCase, LawPay, DocuSign.
Zero code setup
Launch in under 1 day via Zapier.
Secure by design
Your data stays in your accounts; least-privilege access.
How it works
Three simple steps to transform your client intake process
Client fills intake form
Intake is captured via web form or embedded form
Data auto-synced to your tools
Create folders in Drive, draft Docs, update CRM, trigger e-sign or payment links
Instant team notifications
Attorney/Intake team gets email/Slack with a clean summary & next steps
Workflow visualization
See exactly how your client data flows through the automation
Intake Form
Client submits information
Zapier
Processes & routes data
Google Drive
Folder + Doc created
CRM Update
Clio/MyCase record
Notifications
Email/Slack alerts
See the Bridge in Action
Watch how ClientBridge transforms prospects into organized clients with seamless automation
Demo Controls
New Client Intake
2 minutes ago
Prospect Connects
A potential client reaches out through your form
Prospect enters contact info, case details, and uploads documents
Bridge Activates
ClientBridge automation instantly engages
Data Organized
Information is structured and filed seamlessly
Client Onboarded
Your team receives organized case details
Trusted integrations with your favorite tools
Connect with the tools you already use. No migration needed.
Zapier
Core automation engine
Workspace & email integration
Clio
Legal practice management
MyCase
Case & client management
DocuSign
Electronic signature workflows
LawPay
Payment processing & invoicing
Start Bridging Today
Professional setup and configuration. Secure payment with instant access to your workflow.
Professional Setup
One-time professional setup & configuration
Unlimited intakes
No limits on client forms
Guided setup
Get started in under 1 day
Email support
Expert help when you need it
Updates & improvements
Continuous workflow enhancements
Professional setup and configuration included. Requires Zapier (Starter/Professional or above) for multi-step automations. Full setup support and training provided.
Manual vs Automated
See the difference automation makes for your firm
Feature
Manual Process
This Workflow
Data entry time
Error rate
Handoff delays
Follow-up
Setup time
Cost predictability
What firms are saying
"This workflow cut our intake time in half. Total game-changer."
Jane D.
Managing Partner
"We had zero process before. Now nothing slips through the cracks."
Mark S.
Intake Coordinator
Frequently asked questions
Everything you need to know about the workflow
Ready to automate client intake?
Join firms already saving 10+ hours per week with our workflow
Contact us
Have questions or want help tailoring the workflow to your tools? Send a message—we'll reply within 1 business day.
Get in touch
Or email us directly at info@predictify.pro