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PracticeConsole Client Intake

practiceconsole.com

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Spec score 7.6 #17 of 28 in Legal Conflict Checking Software

What it is

PracticeConsole Client Intake gives law firms a structured route from new enquiry to conflict review, client onboarding, and matter opening. Teams can record enquiries in consistent fields, create or match client and contact records to avoid duplicates, and convert qualified intake into a structured matter record. Pipeline visibility helps show where prospective business stands and where it gets stuck.

Conflict searches cover clients, contacts, related parties, and prior matters, with review activity recorded. The wider platform includes role-based access, activity records, approvals, and matter history for internal governance. Listed security measures include TLS/HTTPS, at-rest encryption, role-based controls, audit logging, and multi-factor authentication support. PracticeConsole says customer matter data is not used to train public AI foundation models unless the customer explicitly authorizes it. Connected services listed include Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive.

The feature serves practice managers, risk and compliance staff, fee earners, and admin teams. It is available on Android, iOS, web, and API. A 14-day trial requires no credit card. Starter costs $15 a month, billed per user; Professional costs $25 a month, billed per user. Enterprise pricing is custom and not listed.

Spec sheet

Purpose
PracticeConsole provides law firms with structured client intake, onboarding, conflict checks, and matter opening.Read 2 Oct 2026 · practiceconsole.com
Intended users
The client intake page identifies practice managers, risk and compliance staff, fee earners, and admin teams as roles the feature serves.Read 2 Oct 2026 · practiceconsole.com
Trial
The pricing page offers a 14-day free trial with no credit card required.Read 2 Oct 2026 · practiceconsole.com
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.Read 2 Oct 2026 · practiceconsole.com
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.Read 2 Oct 2026 · practiceconsole.com
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.Read 2 Oct 2026 · practiceconsole.com
AI data handling
PracticeConsole says it does not use customer matter data to train public AI foundation models unless the customer explicitly authorizes it.Read 2 Oct 2026 · practiceconsole.com
Client records
Teams can create or match client and contact records during intake to avoid duplicates.Read 2 Oct 2026 · practiceconsole.com
Conflict reviews
PracticeConsole supports structured conflict searches across clients, contacts, related parties, and prior matters, with review activity recorded.Read 2 Oct 2026 · practiceconsole.com
Enquiry capture
The intake feature records new enquiries using consistent fields instead of scattered notes.Read 2 Oct 2026 · practiceconsole.com
Governance
The platform offers role-based access, activity records, approvals, and matter history to support internal governance.Read 2 Oct 2026 · practiceconsole.com
Intake visibility
The feature provides visibility into where new business sits in the pipeline and where it gets stuck.Read 2 Oct 2026 · practiceconsole.com
Matter opening
Qualified intake can be converted into a structured matter record.Read 2 Oct 2026 · practiceconsole.com

Plans and prices

Starter $15 a month $15/user/month Unlimited users · AI conflict checking · Time tracking and invoicing · Email and calendar sync · Client portal · Data export Read 2 Oct 2026 · practiceconsole.com
Professional $25 a month $25/user/month Everything in Starter · Contract and court session management · IP portfolio · DocuSign · QuickBooks integration · Priority support Read 2 Oct 2026 · practiceconsole.com
Enterprise Priced on request Custom Everything in Professional · Custom integrations · SSO/SAML · Custom dashboards · Dedicated success manager · Assisted data migration Read 2 Oct 2026 · practiceconsole.com

Every PracticeConsole Client Intake plan and price →

Strong points and limits

Strong points

  • Captures enquiries in consistent fields.
  • Matches client and contact records to avoid duplicates.
  • Conflict searches cover related parties and prior matters.
  • 14-day trial requires no credit card.

Limits

  • No free plan is listed.
  • Enterprise pricing is custom and not listed.
  • Starter and Professional prices are billed per user.

Who it suits

It suits law firms that want a consistent intake and conflict-review process, particularly practice managers, risk and compliance staff, fee earners, and administrative teams. Firms looking to connect listed email, calendar, document, or payment services may also find the broader platform relevant.

Verdict

PracticeConsole links enquiry capture to conflict review and matter opening, with visibility into the intake pipeline. Its trial is time-limited, and ongoing Starter or Professional costs scale per user.

Where Specifiction places it

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