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Automating Client Intake: A Guide for Modern Firms
S
Space Lizit Team Jan 17, 2026
5 min read
The "PDF Form" Problem
Sending a client a PDF to print, sign, and scan is a friction point that loses business.
The Digital Workflow
- Client clicks "Start Case" on your website.
- Smart form collects data (branching logic based on answers).
- System creates the matter in Space Lizit.
- Auto-email sends the engagement letter for e-sign.
Result
Zero data entry for you. A modern experience for them.
#LegalTech#Automation#AI#Productivity
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Your Firm Files More Cases.
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