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Law firms

An intake form that asks the right questions and a client portal behind it, for small firms and solo attorneys.

Updated September 24, 2026

In short

A law firm website should make the first step plain: an intake form that asks what the firm needs to know, and a calendar for booking the consultation. Once someone becomes a client, a portal lets them send documents and see where their matter stands, and invoices can be paid online into the account the firm chooses.

Definition

A law firm website: A law firm website is where someone with a legal problem decides whether to get in touch. It says plainly which matters the firm takes and who handles them, then gives two ways to start: an intake form, and a consultation booked straight into an attorney's calendar. After someone becomes a client, the same site can host a portal for documents and invoices. What the forms ask and how the records are kept remain the firm's decisions under its own professional rules.

What a law firm needs from its site

People usually look for a lawyer at a hard moment, and the site's first job is to show quickly whether this firm handles their kind of matter. A solo attorney or a small firm in Los Angeles does not need a large site for that: a clear page for each practice area in the words clients use, and one obvious next step.

That next step is an intake form or a consultation calendar. The form should gather what the attorney would want to hear on a first call, so the inquiry arrives as a real summary instead of a one-line message.

  • An intake form that asks what the firm would ask on a first call
  • Consultation booking straight into the right attorney's calendar
  • A client portal for sending documents and following the matter
  • Invoices and retainer requests a client can pay online

What the back office needs

Each inquiry should be logged with its practice area and where it came from, and the names intake collects should stay searchable for the firm's conflict checks. Once a matter opens, its documents and key dates belong on one record, part of which the client sees through the portal.

Invoices and retainer requests go out from the matter they belong to, and each payment is recorded against its invoice in the account the firm names. The firm confirms its own professional obligations, and the build does what the firm decides where its tools allow it; the written plan says where they do not.

  • Every inquiry logged with its practice area and where it came from
  • Names from intake kept searchable for the firm's conflict checks
  • Matter records that keep documents and key dates together
  • Reminders for consultations and for documents a client still owes
  • Payments matched to invoices, in the account the firm names

Tools most law firms already use

Small firms usually run their matters in practice management software and take card payments through a service made for law firms. The site connects to those tools where they allow outside connections, and it leaves alone the parts that already work. You will likely recognize a few of the names below; they are common in small practices, and naming them is not a recommendation.

  • Clio
  • MyCase
  • PracticePanther
  • Smokeball
  • LawPay
  • QuickBooks
  • DocuSign

Common choices, not endorsements.

A template builder, or a site built around your intake

A template site builder is a fair start for a new practice: pick a theme and fill in the pages. It gets harder when intake needs different questions for each practice area, or when clients need a portal the builder cannot host. A custom site starts from how the firm takes on a matter.

A template site builder and a custom build, compared
A template site builderA site built around your intake
CostA monthly plan, with add-ons for forms and schedulingPaid once for the build, with care as an option
IntakeOne contact form, the same for every matterQuestions that branch by practice area
Client documentsSent as email attachments, or through a separate serviceUploaded to the client's own portal page
ConsultationsA booking add-on, if the plan offers oneBooked into the right attorney's calendar, intake attached
OwnershipThe site lives on the builder's platformThe code and the accounts are the firm's

Swipe sideways to see every column

A worked example (hypothetical)

Picture a solo immigration attorney who works with one paralegal. Inquiries arrive by phone and through a basic contact form, and clients send their documents as photos in long email threads.

The first step could be a Starter site, $6,400: a clear page for each kind of case the practice takes, and an intake form that reaches the attorney by email.

A client portal with a document checklist for each case, together with online invoices and card payments, is the app tier at $34,000, since a portal and payments are what that tier covers. The portal can wait until the intake questions have settled; the site does not have to.

The concept app

Case File, the concept below, was drawn for this page. Its screens trace a matter from the first intake form to a paid invoice, with the client's portal in between. Treat it as a picture of the idea: it is not a product, and no real firm or client stands behind anything on it.

Case File

Tap through a sample app

An intake form that asks the matter type and the names the firm needs for a conflict check.

The week's consultations, each with the intake answers attached for the attorney to read first.

A client's portal page, with the documents they sent and the next step on their matter.

A retainer invoice the client pays online, sent from the matter it belongs to.

Common questions

Can the intake form ask different questions for each practice area?

Yes. The form branches on the first answer, so a family law inquiry and an estate planning inquiry each get their own questions. The firm writes the questions and any notice that appears with the form.

Do we have to leave our practice management software?

No. Intake answers and new contacts can go into the software you already use, where it accepts them, and the proposal lists what connects. If your software already has a client portal that works for you, we would use it rather than build a second one.

Is a template site builder enough for a solo practice?

It can be at the start, while one contact form and a few pages cover the practice. A custom site makes sense when intake needs branching questions or clients need a portal. Moving later is easier if the domain and the accounts are in the firm's name from day one.

Can clients upload documents through the portal?

They can. Clients sign in to their own page and upload files there over an encrypted connection, instead of attaching them to email. The firm decides who can see each file, and it confirms its own record-keeping obligations.

Can clients pay invoices and retainers online?

Yes, when the build includes payments. The client pays by card or bank transfer from the invoice, and each payment goes to the account the firm names for it. A firm that already uses a payment service made for lawyers can keep it, and the build connects to it where it can.

Can consultations be booked online?

Yes. A prospective client picks a time from the attorney's calendar, and the intake answers are attached to the booking. The firm decides whether a consultation is free or paid, and a paid one can take the fee at booking.

Start with a written plan

Tell us about the business and what you need. We reply with questions, then a written plan that lists the work and its price, and nothing starts until you have read it.