Client intake for law firms
Client intake, composed into one clear flow
Onvo turns forms, documents, scheduling, payment steps, and staff follow-up into a guided onboarding pipeline for law firms and professional-service teams.
Build from a PDF draft, review the steps, and send clients one guided flow.
Product highlights
A cleaner way to run intake
Onvo centers intake around the pipeline: what the firm needs, what the client has finished, and what staff should track next.
Illustrative Onvo workflow demo
Current walkthrough step: Build from a PDF
Staff dashboard
PDF import draft
Capability deep dive
The product centers on the parts of intake that need order
Each capability is grounded in Onvo's approved product pillars: configurable pipelines, client-friendly completion, client management, system handoff, and professional trust.
PDF import
AI-assisted PDF drafts
Build a reviewable pipeline draft from a fillable intake PDF, then adjust the steps before saving.
Client experience
Client-friendly completion
Provide one guided flow for the information and tasks clients need to complete.
Client records
Client management
Keep client details, intake history, current pipeline status, and blockers together in one place.
AI-assisted PDF drafts
Sample pricing
Plans shaped around monthly intake volume
Each sample plan is organized around the number of client intakes included each month, with a complimentary user allowance for the team.
$49
Starter
For smaller firms starting with a focused intake workflow.
Get Started- Up to 25 intakes per month
- 2 complimentary users
- AI-assisted PDF intake drafts
- Client portal completion
- Client management
$99
Growth
For teams running a steady intake pipeline across more matters.
Get Started- Up to 75 intakes per month
- 5 complimentary users
- AI-assisted PDF intake drafts
- Configurable intake pipelines
- Document and agreement steps
- Scheduling and payment steps
- Priority workflow setup
$249
Firm
For firms coordinating higher intake volume across a larger team.
Get Started- Up to 200 intakes per month
- 12 complimentary users
- AI-assisted PDF intake drafts
- Staff visibility and notes
- Downstream handoff support
Sample pricing only. Final tiers, prices, intake allowances, and included users still need approval before public launch.
Next step
Make intake easier to follow
Talk with Onvo about shaping manual intake into a configurable onboarding pipeline.