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PracticeConsole Client Intake
What PracticeConsole Client Intake is
PracticeConsole Client Intake gives law firms a structured way to capture enquiries, check conflicts, onboard clients, and open matters. Intake fields help teams record enquiries consistently, then create or match client and contact records to avoid duplicates. Qualified enquiries can be converted into structured matter records, while pipeline visibility shows where new business stands and where it may be getting stuck. Conflict searches cover clients, contacts, related parties, and prior matters, and review activity is recorded. The wider platform provides role-based access, activity records, approvals, and matter history for internal governance. Its listed security measures include TLS/HTTPS, encryption at rest, role-based controls, audit logging, and support for multi-factor authentication. The company says it does not use customer matter data to train public AI foundation models unless a customer authorizes it. 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 free trial requires no credit card; Starter is $15 a month, billed per user.
Who it suits
It is designed for law-firm practice managers, risk and compliance staff, fee earners, and admin teams handling enquiry intake and conflict review. Firms wanting more than intake can also use its matter-opening and governance features.
What it does well
- Consistent enquiry fields and client record matching
- Conflict searches include related parties and prior matters
- Records conflict review activity
- 14-day trial requires no credit card
What to know first
- No free plan
- Starter costs $15 per user per month
- Enterprise pricing is custom
Limits
The free trial lasts 14 days, and there is no free plan. Starter is $15 per user monthly; Professional is $25 per user monthly, while Enterprise uses custom billing.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $15/user/month · Unlimited users · AI conflict checking · Time tracking and invoicing · Email and calendar sync · Client portal · Data export | $15 a month |
| Professional | $25/user/month · Everything in Starter · Contract and court session management · IP portfolio · DocuSign · QuickBooks integration · Priority support | $25 a month |
| Enterprise | Custom · Everything in Professional · Custom integrations · SSO/SAML · Custom dashboards · Dedicated success manager · Assisted data migration | On request |
As practiceconsole.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Open the PracticeConsole Client Intake website
- Start the 14-day free trial without a credit card
- Use the service on Android, iOS, web, or through its API
- Choose Starter, Professional, or Enterprise billing after the trial
Verdict
PracticeConsole Client Intake connects enquiry capture with conflict review and matter opening, with governance features across the wider platform. The 14-day trial offers a way to assess the workflow before choosing a paid plan.
Questions
Is there a free plan?
No. PracticeConsole offers a 14-day free trial without a credit card.
How much does Starter cost?
Starter costs $15 per user per month and includes unlimited users, AI conflict checking, time tracking and invoicing, email and calendar sync, a client portal, and data export.
Which platforms are supported?
The service is available on Android, iOS, web, and API.
What does conflict checking cover?
Searches can cover clients, contacts, related parties, and prior matters, with party screening, relationship mapping, prospective matter checks, an audit trail, and automated search.
Can it connect to other services?
Listed connections include Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive.
How is matter data handled for AI training?
PracticeConsole says it does not use customer matter data to train public AI foundation models unless the customer explicitly authorizes it.
Facts from PracticeConsole Client Intake's own pages
- 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, 2 Oct 2026
- Client records
- Teams can create or match client and contact records during intake to avoid duplicates. · practiceconsole.com, 2 Oct 2026
- Conflict reviews
- PracticeConsole supports structured conflict searches across clients, contacts, related parties, and prior matters, with review activity recorded. · practiceconsole.com, 2 Oct 2026
- Enquiry capture
- The intake feature records new enquiries using consistent fields instead of scattered notes. · practiceconsole.com, 2 Oct 2026
- Governance
- The platform offers role-based access, activity records, approvals, and matter history to support internal governance. · practiceconsole.com, 2 Oct 2026
- Intake visibility
- The feature provides visibility into where new business sits in the pipeline and where it gets stuck. · practiceconsole.com, 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, 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, 2 Oct 2026
- Matter opening
- Qualified intake can be converted into a structured matter record. · practiceconsole.com, 2 Oct 2026
- Purpose
- PracticeConsole provides law firms with structured client intake, onboarding, conflict checks, and matter opening. · practiceconsole.com, 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, 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, 2 Oct 2026
- Trial
- The pricing page offers a 14-day free trial with no credit card required. · practiceconsole.com, 2 Oct 2026
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