Built for solo and small law firms

Client intake that turns into real legal work.

Collect the right facts, qualify matters, and move every new client forward—without the administrative drag.

No credit card1 staff seat includedSet up in minutes
VisLegis
GOOD MORNINGNew client activity
NEW INTAKES8CONSULTATIONS5CONVERSION42%
Recent intakesView all
EMElena MarquezImmigrationNew
MCMarcus ChenEmploymentReview
SWSophia WilliamsEstate planningConsult
NEW INTAKEElena submitted her form
AUTOMATION3 tasks created

One secure flow from first contact to open matter

Secure by designHuman-reviewed AISource-traceable dataRole-based access
01How it works

From “new inquiry” to ready to work.

VisLegis turns disconnected forms, emails, and follow-ups into one calm, repeatable intake process.

01

Share your intake

Publish a branded, mobile-friendly form from your website, email, or QR code.

02

Review the whole story

See facts, parties, deadlines, documents, and missing answers in one organized view.

03

Qualify with confidence

Run preliminary conflict checks, score fit, and schedule the right next step.

04

Open the matter

Convert approved intake data into matters, tasks, and document workflows instantly.

02The platform

The operational layer your intake process was missing.

Powerful enough to remove real administrative work. Clear enough that your whole firm will actually use it.

Intake that thinks ahead

Conditional forms collect the right facts, documents, and signatures without making clients repeat themselves.

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Client informationTell us what happenedContinue

A pipeline you can act on

Qualify prospects, surface urgent matters, run conflict checks, and convert accepted clients in one clean workflow.

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New8
Review5
Consultation3

Documents, already in motion

Map approved intake data into forms and templates—with every populated fact traceable to its source.

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LEGAL DOCUMENTEM
12 fields
auto-filled

Built for the whole practice

Give attorneys, paralegals, and staff exactly the access they need, without paying full price for every seat.

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RMRicardo M.OwnerFull access
APAna P.StaffOperations
JLJordan L.LimitedAssigned
03Built around your practice

Start with your workflow, not a blank screen.

Practice packs give your firm proven questionnaires, document lists, and automation recipes—ready to tailor to the way you work.

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VisLegis
ImmigrationFamily lawPersonal injuryEstate planningEmploymentGeneral practice
04Security and control

Client confidence starts with how you handle their information.

VisLegis is designed around firm isolation, role-based permissions, human approval, and complete traceability.

  • Encrypted data in transit and at rest
  • Firm-level access boundaries
  • No training public AI models on client data
  • Auditable edits, approvals, and access
05Simple pricing

Start free. Add power when it earns its keep.

No per-client fees. No charge for people completing intake forms.

Free Solo

$0/month

Everything you need to create a reliable intake process.

  • 1 owner + 1 staff seat
  • 2 active intake forms
  • 25 submissions each month
  • Contact and matter conversion
Start free

Need more people? Full users are $25/month, Staff users are $10/month, and Limited users are free.

YOUR NEXT CLIENT IS ALREADY LOOKING

Give them a better first experience.

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