Divorce cases are changing fast. Clients expect immediate responses. Scheduling conflicts cost cases. And the old paper-based intake process? It’s not working anymore.
But here’s what hasn’t changed:
If you have the right software, you can still win more clients, avoid ethical violations, and build a thriving practice.
Not by chasing every new tool, but by moving faster, making smarter decisions, and focusing on what drives real results.
The best client intake scheduling software helps you do exactly that:
- Automate conflict checks before conflicts become problems
- Capture every lead with professional intake forms
- Schedule consultations without the back-and-forth
- Convert more prospects into paying clients
These are the tools my colleagues and I use to handle hundreds of family law cases every month.
(Most of which came from automated intake systems)
The best part?
These tools still work GREAT in today’s competitive legal landscape. No matter your firm size or caseload.
My Top Client Intake Scheduling Software for 2025
- Lawmatics: All-in-one platform for family law automation and conflict checking
- MyCase: Comprehensive case management with built-in conflict tracking
- Clio: Industry-leading practice management with integrated conflict checking
Lawmatics
Best for automating family law intake and conflict checking workflows
Pricing: Essential and Premium plans; custom pricing available with 7-day trial
Lawmatics is purpose-built for law firms that want to automate their entire client journey. It’s seriously powerful for family law practices, especially divorce attorneys who need bulletproof conflict checking.
But I don’t use Lawmatics for everything.
I use the best tool for the job. And Lawmatics REALLY excels in automated client intake and relationship management.
Automate Your Entire Divorce Client Pipeline
Lawmatics shines when it comes to managing prospects from first contact to signed retainer. The platform automatically captures leads from your website, runs conflict checks, and nurtures potential clients through automated workflows.
For divorce attorneys, this means you can set up custom intake forms that automatically trigger conflict checks the moment someone submits their information.
You can instantly see whether the prospective client has any connections to existing or former clients. The system searches through your entire database, checking for opposing parties, spouses, and related individuals.
If you’re handling high-conflict divorces, you can also track relationships between parties across multiple matters. This prevents you from accidentally representing both sides of a contentious custody battle.
Advanced Conflict Checking for Family Law
Lawmatics legal conflict of interest software flags potential issues the moment you start intake. Run a quick client conflict check and instantly see matching names, contacts, or notes across your matters.
The conflict checking goes beyond simple name matching. You can search custom fields, notes, and related parties to catch potential issues that basic systems miss.
For example, if you represented someone in a divorce five years ago, the system will flag when their ex-spouse contacts you about a new custody modification. Or if you’re representing a wife in a divorce, it will alert you if the husband’s business partner reaches out for unrelated legal services.
The automated conflict reports provide detailed documentation that you can include in your file to show compliance with ethical requirements.
Streamline Appointment Scheduling
Keep everyone informed with appointment booking and reminders through Lawmatics’ integrated scheduling system.
Clients can book initial consultations directly from your website. The system automatically checks your calendar availability and sends confirmation emails and text reminders.
This eliminates the phone tag that often costs you potential clients. By the time they reach out to another attorney, you’ve already got them scheduled and engaged.
Pros & Cons
| Pros | Cons |
|---|---|
| Qualify high volumes of leads quickly with automated conflict checking | Pricing not publicly listed (requires demo for quotes) |
| Purpose-built for law firm marketing and client relationships | Learning curve for advanced automation features |
| Automate client intake, streamline operations | May be overkill for very small solo practices |
Lawmatics Alternative: Law Ruler
Law Ruler offers similar client intake automation with conflict checking capabilities. It focuses heavily on lead generation and conversion, making it a solid alternative for firms that prioritize marketing automation over comprehensive practice management.
However, Law Ruler’s automated legal client intake software is a game-changer for lead generation strategies, but it lacks some of the advanced CRM features that make Lawmatics particularly effective for family law practices.
MyCase
Best for comprehensive case management with built-in conflict tracking
Pricing: From $49/month per user; 10-day free trial available
MyCase offers transparent pricing structures to suit diverse legal practices and provides an all-in-one solution that combines intake, scheduling, and conflict checking in one platform.
MyCase has been a favorite among family law attorneys for years. It handles everything from initial intake to final billing, with solid conflict checking features built right into the workflow.
Streamlined Intake with Built-in Conflict Checking
When a new client reaches out to your firm, MyCase practice management software simplifies the intake process. With just a click of the “Lead” button, you can access a form where you can enter pertinent details. This includes lead information, potential case value, conflict check notes.
The intake process automatically prompts you to run conflict checks before creating the matter. Search the contents of .pdf and .doc files (not just file names) to quickly run conflict checks or easily find the documents you’re looking for.
This full-text search capability is particularly valuable for divorce attorneys who need to check old settlement agreements, court orders, or correspondence for potential conflicts.
Automated Scheduling and Client Communication
Customize web-based client intake forms for any area of your practice. Handle the client intake process from start to finish. Easily automate the creation and signing of retainer agreements.
The scheduling system allows clients to book consultations directly from your intake forms. Once they schedule, the system automatically sends confirmation emails and text reminders.
For divorce clients who are often dealing with emotional stress, this automated communication helps ensure they don’t miss important appointments while keeping your calendar full.
Family Law Tools
MyCase recognizes that family law practitioners handle a wide range of emotionally intense cases. Whether you’re a custody lawyer or a divorce attorney, our comprehensive software solution is designed to streamline practice operations.
The platform includes specialized features for family law, including:
- Stay organized with document management: Keep all documents and case information in one secure location
- Maintain clear client communication: Message with clients and provide case updates through the MyCase portal
- Capture every minute: Ensure all your billable time is tracked accurately with MyCase’s time-tracking software
Pros & Cons
| Pros | Cons |
|---|---|
| Full Text Search: Search the contents of .pdf and .doc files (not just file names) to quickly run conflict checks | While MyCase allows for some customization, there are limits to how much users can tailor the software to their specific needs |
| Built-in client portal for secure communication | Some users report occasional performance issues with large files |
| Automated Billing and Time Tracking: The software includes built-in tools for logging billable hours and automating invoicing | Limited advanced automation compared to specialized tools |
MyCase Alternative: PracticePanther
PracticePanther is a comprehensive legal management tool providing a suite of services, including case management, document management, and notably, advanced time tracking and legal billing software system.
PracticePanther offers similar case management features with conflict checking, but MyCase tends to have a more intuitive interface and better client communication tools, which are crucial for family law practices.
Clio
Best for comprehensive practice management with integrated conflict checking
Pricing: Compare our flexible plans from $49/month; 7-day free trial available
Approved by more than 100 bar associations and law societies worldwide, including all 50 US state bars, Clio is the industry standard for legal practice management.
Clio offers the most comprehensive suite of features for law firms of all sizes. While it’s not exclusively designed for family law, its robust conflict checking and scheduling features make it an excellent choice for divorce attorneys.
Mandatory Conflict Checking Workflow
You can add a mandatory custom field to new matters created in Clio to confirm a search for potential conflicts has been conducted before a matter has been created.
This feature ensures that your team never forgets to run conflict checks. The system won’t allow you to create a new matter without confirming that conflicts have been reviewed.
For busy divorce practices, this safeguard prevents costly ethical violations that could arise when multiple attorneys are handling intake.
Scheduling and Calendar Management
Update case milestones, confirm client appointments by text message, and automatically schedule deadlines based on court rules. Organize your legal calendar by case, and see your most important updates and deadlines at a glance.
The calendar system is particularly powerful for family law because it automatically creates court deadlines based on local rules. This ensures you never miss filing deadlines for divorce decrees, custody modifications, or support enforcement actions.
Send calendar invites and automated reminders to clients through text and receive confirmation of their attendance.
Advanced Client Intake with Clio Grow
Yes, with Clio Grow, you can stay on top of the intake process for every new litigation client with custom intake forms, robust client management, and reporting.
Clio Grow handles the front-end of your practice while Clio Manage handles case management. This combination provides seamless handoff from prospect to client.
For divorce attorneys, this means you can create intake forms specifically designed for family law cases, automatically run conflict checks, and convert prospects into clients without any manual data entry.
Pros & Cons
| Pros | Cons |
|---|---|
| Approved by more than 100 bar associations and law societies worldwide | I do not like that we can not assign one task to multiple people |
| Create events for your civil litigation cases automatically, based on rules and deadlines from hundreds of U.S. courts | Can be overwhelming for solo practitioners who don’t need all features |
| Excellent third-party integrations | Higher cost when you add multiple modules |
Clio Alternative: Smokeball
Smokeball’s law practice management software can help law firms of all sizes stay on top of client data and run a conflict check without the need for tedious spreadsheets or separate conflict-checking software.
Smokeball offers similar comprehensive practice management features but with a focus on document automation. However, Clio’s broader feature set and extensive integrations make it more versatile for growing family law practices.
Other Tools I Use in Our Family Law Workflow
Managing a divorce practice requires more than just intake and scheduling tools.
At our firm, we use additional tools for specialized tasks. They help us handle the unique challenges of family law cases.
Here’s what we use:
- Google Calendar for syncing court dates and client appointments across all devices
- DocuSign for electronic signatures on settlement agreements and retainer contracts
- QuickBooks for trust accounting and financial management in divorce cases
- Zoom for remote client consultations and mediation sessions
There are obviously countless other legal software options out there. But these are the ones I recommend trying first. An all-in-one solution makes sense for most divorce practices, as it eliminates the complexity of managing multiple systems. But beyond that, you can add specialized tools to your tech stack as your practice grows and your needs become more specific.
