The Best Client Intake Software for Estate Planning Attorneys in 2025

Client intake is the foundation of every successful attorney-client relationship. For estate planning attorneys, gathering comprehensive and accurate information from the start is particularly crucial. The right intake process ensures you have all the details needed to create personalized estate plans while setting the tone for a professional, efficient client experience.

In 2025, client intake software has evolved significantly, offering specialized solutions that streamline the onboarding process, reduce administrative burden, and enhance client satisfaction. Let's explore the best options available for estate planning attorneys.

Why Client Intake Software Matters for Estate Planning

Before diving into specific solutions, it's important to understand why specialized client intake software is essential for estate planning practices:

1. Comprehensive Data Collection

Estate planning requires detailed information about assets, family relationships, beneficiaries, and specific wishes. Modern intake software ensures you capture all necessary details without overwhelming clients.

2. Compliance and Accuracy

With ever-changing state laws and regulations, intake software helps ensure you're collecting all required information in a compliant manner, reducing potential legal issues down the line.

3. Client Experience

Today's clients expect digital convenience. User-friendly intake forms that can be completed at home create a positive first impression and demonstrate your firm's commitment to modern service delivery.

4. Efficiency and Time Savings

Automated intake processes eliminate redundant data entry, allowing your team to focus on high-value tasks rather than administrative paperwork.

Top Client Intake Software for Estate Planning Attorneys in 2025

1. Relaw.ai

Overview: Relaw.ai offers a comprehensive AI-powered platform specifically designed for estate planning attorneys, with client intake being one of its standout features.

Key Features:

Smart Intake Forms: Dynamic questionnaires that adapt based on client responses, ensuring you collect only relevant information.
Automated Document Generation: Client intake data automatically populates your estate planning documents, eliminating duplicate data entry.
Client Portal: Secure interface where clients can complete forms, upload documents, and communicate with your firm.
Integration Capabilities: Seamlessly connects with your document management system and other practice tools.
AI-Powered Insights: Analyzes client data to suggest appropriate estate planning strategies and identify potential issues.

Why It's Ideal for Estate Planning: Relaw.ai stands out by combining client intake with document automation specifically tailored for estate planning. The platform understands the unique requirements of wills, trusts, and estate documents, making it exceptionally efficient for specialized practices.

2. Lawmatics

Overview: Lawmatics is a client relationship management (CRM) system with robust intake capabilities designed for law firms.

Key Features:

Customizable Intake Forms: Create branded forms that gather essential client information.
Automated Follow-ups: Send reminders to clients who haven't completed their intake forms.
E-signature Integration: Allow clients to sign engagement letters and other documents electronically.
Marketing Automation: Track how clients found your firm and automate marketing campaigns.

Why It's Notable: Lawmatics excels in marketing automation and lead tracking, making it valuable for firms focused on growth. However, it lacks the estate-planning-specific features found in more specialized solutions like Relaw.ai.

3. Clio Grow

Overview: Clio Grow is the client intake and CRM component of Clio's legal practice management suite.

Key Features:

Online Intake Forms: Customizable forms that integrate with Clio Manage.
Client Portal: Secure client communications and document sharing.
Workflow Automation: Create custom workflows for different types of estate planning matters.
Payment Processing: Collect consultation fees or retainers during the intake process.

Why It's Popular: Clio's main advantage is its seamless integration with Clio Manage, making it attractive for firms already using the practice management platform. However, it lacks the specialized estate planning features and AI capabilities of Relaw.ai.

4. DecisionVault

Overview: DecisionVault focuses on financial and estate planning data collection, offering specialized intake solutions for estate planning attorneys.

Key Features:

Comprehensive Asset Capture: Detailed forms for cataloging various asset types.
Family Tree Visualization: Visual representation of family relationships for inheritance planning.
Document Upload System: Clients can securely upload existing estate documents.
Advisor Collaboration: Tools for working with financial advisors and accountants.

Why It's Specialized: DecisionVault's strength lies in its detailed financial data collection, though it doesn't offer the same level of document automation and AI-powered insights as Relaw.ai.

5. Intake123

Overview: Intake123 provides customizable intake forms for various legal practices, including estate planning.

Key Features:

Form Builder: Drag-and-drop interface for creating custom intake forms.
Conditional Logic: Show or hide questions based on previous answers.
Multiple Delivery Methods: Forms can be completed online, via email, or in-office.
Basic Integration: Connect with popular practice management systems.

Why It's Straightforward: Intake123 offers a simple, affordable solution for basic intake needs but lacks the advanced automation and estate-specific features of more comprehensive platforms.

Choosing the Right Client Intake Software for Your Practice

When selecting client intake software for your estate planning practice, consider these factors:

1. Specialization

Look for software that understands the unique requirements of estate planning. Generic intake solutions often miss crucial details specific to wills, trusts, and estate administration.

2. Integration Capabilities

The best intake software should integrate seamlessly with your document automation system, practice management software, and other tools in your technology stack.

3. Client Experience

Evaluate the client-facing interface. Is it intuitive and professional? Can clients easily save their progress and return later? The intake process shapes clients' first impression of your firm.

4. Automation Features

Consider how the software transforms intake data into actionable workflows. Does it automatically generate documents? Does it trigger task assignments for your team?

5. Security and Compliance

Estate planning involves sensitive personal and financial information. Ensure any solution you choose offers robust security features and complies with relevant data protection regulations.

The Future of Client Intake for Estate Planning

Looking ahead, client intake software will continue to evolve with advancements in artificial intelligence and data analytics. We can expect to see:

Predictive Analysis: AI suggesting additional estate planning needs based on client data.
Virtual Assistants: Guided intake experiences with conversational AI.
Enhanced Visualization: Interactive tools helping clients understand complex estate planning concepts during the intake process.
Deeper Integrations: Seamless connections with financial institutions, property records, and digital asset management platforms.

Conclusion

Effective client intake is the cornerstone of a successful estate planning practice. In 2025, solutions like Relaw.ai are leading the way by combining specialized estate planning knowledge with cutting-edge technology to create efficient, client-friendly intake processes.

While platforms like Lawmatics, Clio Grow, and DecisionVault offer valuable features, Relaw.ai's focus on estate planning-specific automation and AI-powered insights makes it particularly well-suited for attorneys looking to modernize their practice while delivering exceptional client service.

Ready to transform your client intake process? Visit Relaw.ai to learn how our specialized platform can streamline your estate planning practice from the very first client interaction.