Dynamic forms
Build intake forms, attach workflows, and iterate without rebuilding the database every time.
Client and Matter Intake for Law Firms
Stop managing client intake across emails, spreadsheets, forms, and approvals.
CMIForge replaces fragmented intake workflows with one operational platform for law firms, bringing forms, approvals, conflicts, imports, attachments, and linked client and matter records into one place.
Start on the free tier, then move to Standard at $99/month or Professional at $299/month.
Approval queues
Move submissions through review, routing, outcomes, and conversion with full operational context.
Conflict-aware
Search parties and matter context before conversion so risk review is part of the intake motion, not an afterthought.
Platform
Built around the real intake workflow, not just a pretty form.
The product already covers the operational pieces firms care about most: entities, submissions, workflows, permissions, conflicts, imports, attachments, and audit-friendly progression from request to matter.
Forms and submission capture
Dynamic form definitions, versioned publishing, user-based submitter selection, attachments, and clean submission history.
Operational entities
Clients, matters, parties, and users stay linked so intake data can become real records instead of trapped JSON.
Workflow and queueing
Approval steps, task queues, outcomes, routing rules, and conversion gates keep the right people in the loop.
Conflict searches
Matter-aware searches, saved result history, decision tracking, and linked records make conflicts part of the intake story.
Import center
CSV-driven client, matter, and party imports with validation-first thinking for firms moving off spreadsheets or legacy tools.
Security model
Teams, roles, permissions, and Entra-ready foundations support the usual “who can see the magic behind the curtain?” problem.
Workflow
From intake form to cleared matter without losing the thread.
- Collect the request through a configurable intake form.
- Route it into review and queue-based approval steps.
- Run conflicts with linked matter context and stored outcomes.
- Approve, return, or convert the submission into client and matter records.
Plans
Simple packaging while the product grows up.
Start with the free tier, upgrade to Standard for workflow-heavy teams, or move to Professional for the full operating system treatment.
Free
$0
- 3 users
- 100 matters
- Unlimited clients
- Basic conflicts search
- Basic intake forms
Standard
$99/mo
- 10 users
- Unlimited matters
- Workflow
- Email notifications
- Audit trail
Professional
$299/mo
- Unlimited users
- Advanced workflow
- Reporting
- Azure AD / SSO
- Future premium features
Get started
See the software, not a sales deck.
The live platform is already handling forms, approvals, conflicts, and matter intake. Take a look around and see what you think!
Email us at support@cmiforge.com.