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PracticeConsole Client Intake
What it is
PracticeConsole Client Intake gives law firms a structured way to capture enquiries, review conflicts, onboard clients, and open matters. Teams can record enquiries using consistent fields, then create or match client and contact records to avoid duplicates. Qualified intake can be converted into a structured matter record, while pipeline visibility shows where new business sits and where it gets stuck. Conflict searches cover clients, contacts, related parties, and prior matters, with review activity recorded. The wider platform offers role-based access, activity records, approvals, and matter history for internal governance. Its listed security measures include TLS/HTTPS, encryption at rest, audit logging, role-based controls, and support for multi-factor authentication. PracticeConsole says customer matter data is not used to train public AI foundation models unless the customer explicitly authorizes it. The feature serves practice managers, risk and compliance staff, fee earners, and administrative teams. It is available on Android, iOS, web, and API, with a 14-day free trial that does not require a credit card. Paid Starter pricing is $15 a month, billed per user.
For and against
For
- Matches or creates client and contact records during intake.
- Qualified enquiries can become structured matter records.
- Conflict searches include related parties and prior matters.
- Trial lasts 14 days with no credit card required.
Against
- No free plan is listed.
- Starter costs $15 a month per user.
- Enterprise pricing is custom and not listed.
The verdict
PracticeConsole Client Intake connects enquiry capture with conflict review and matter opening. Its workflow and governance features are directed at law firms, with paid plans and a time-limited trial.
Who it suits
Client Intake suits law firm practice managers, risk and compliance staff, fee earners, and administrative teams handling new business and matter opening. The 14-day trial offers a way to evaluate the workflow before a paid plan.
Plans and prices
Starter
Unlimited users · AI conflict checking · Time tracking and invoicing · Email and calendar sync
Read 2 Oct 2026 · practiceconsole.com
Professional
Everything in Starter · Contract and court session management · IP portfolio · DocuSign
Read 2 Oct 2026 · practiceconsole.com
Enterprise
Everything in Professional · Custom integrations · SSO/SAML · Custom dashboards
Read 2 Oct 2026 · practiceconsole.com
On the record
- AI data handling
- PracticeConsole says it does not use customer matter data to train public AI foundation models unless the customer explicitly authorizes it.practiceconsole.com · read 2 Oct 2026
- Client records
- Teams can create or match client and contact records during intake to avoid duplicates.practiceconsole.com · read 2 Oct 2026
- Conflict reviews
- PracticeConsole supports structured conflict searches across clients, contacts, related parties, and prior matters, with review activity recorded.practiceconsole.com · read 2 Oct 2026
- Enquiry capture
- The intake feature records new enquiries using consistent fields instead of scattered notes.practiceconsole.com · read 2 Oct 2026
- Governance
- The platform offers role-based access, activity records, approvals, and matter history to support internal governance.practiceconsole.com · read 2 Oct 2026
- Intake visibility
- The feature provides visibility into where new business sits in the pipeline and where it gets stuck.practiceconsole.com · read 2 Oct 2026
- Integrations
- The privacy policy lists Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive as services customers may connect.practiceconsole.com · read 2 Oct 2026
- Intended users
- The client intake page identifies practice managers, risk and compliance staff, fee earners, and admin teams as roles the feature serves.practiceconsole.com · read 2 Oct 2026
- Matter opening
- Qualified intake can be converted into a structured matter record.practiceconsole.com · read 2 Oct 2026
- Purpose
- PracticeConsole provides law firms with structured client intake, onboarding, conflict checks, and matter opening.practiceconsole.com · read 2 Oct 2026
- Security
- The privacy policy lists TLS/HTTPS and at-rest encryption, role-based controls, audit logging, and multi-factor authentication support among its security measures.practiceconsole.com · read 2 Oct 2026
- Support
- The help center offers knowledge-base categories for technical support, security and compliance, feature guides, and API documentation, and directs users to contact support for further help.practiceconsole.com · read 2 Oct 2026
- Trial
- The pricing page offers a 14-day free trial with no credit card required.practiceconsole.com · read 2 Oct 2026
