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Productivity

Automating Client Intake: A Guide for Modern Firms

S
Space Lizit Team
Jan 17, 2026
5 min read
Productivity

The "PDF Form" Problem

Sending a client a PDF to print, sign, and scan is a friction point that loses business.

The Digital Workflow

  1. Client clicks "Start Case" on your website.
  2. Smart form collects data (branching logic based on answers).
  3. System creates the matter in Space Lizit.
  4. 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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