List of the Top 5 Legal Intake Software for Hona in 2025

For decades, numerous successful practices have thrived using Assembly solutions, and now we are combining decades of expertise with cutting-edge cloud technology. Assembly Neos is an advanced platform designed for remote work that enhances task management and communication, provides valuable insights into caseloads, and significantly increases firm profitability. By utilizing Assembly Neos, users can benefit from features such as a live activity feed, real-time dashboards, automated reporting, unparalleled support, and much more. Additionally, the platform enables rich document management, allowing teams to collaborate on documents efficiently and save precious time. With access to templates for various case types and customizable case libraries, Neos empowers users to secure more cases while reducing their workload. Introducing Intake Pro, now available! This feature automates the processing of incoming leads from calls or web inquiries, instantly notifying clients. Users can easily generate and dispatch retainer agreements, referral letters, or rejection notices with just a click. The system also produces reports that track marketing campaigns, offering insights into return on investment and pipeline activity. Moreover, with the ability to schedule automated emails and send SMS messages, Intake Pro helps keep leads engaged and ready for conversion.

MyCase offers a comprehensive platform for overseeing your case files effectively. It equips you with resources to enhance organization, boost efficiency, and expand the operations of your firm. With MyCase, accessing all pertinent case information—such as documents, contacts, emails, tasks, and invoices—becomes a straightforward task. This user-friendly interface ensures that you can manage your legal affairs seamlessly and with greater productivity.

Empower your team with exceptional case management software that integrates a multitude of functionalities, including contact management, detailed reporting, document management, customer relationship oversight, client onboarding, billing, and trust accounting. Lawcus optimizes your workflow by making case management easier, while also providing powerful billing and trust account features. Improve your client conversion rates with our intuitive intake forms, e-signatures, text messaging options, and automated document processing. Say goodbye to the chaos of everyday tasks by leveraging our automated workflows for reliable and repeatable processes. With Lawcus, you can effortlessly visualize all your cases through a kanban-style interface, enabling you to quickly determine which matters need your immediate attention. Encourage teamwork with matter-specific discussions and maintain all communications with clients and your team in one centralized location. Effectively manage and delegate tasks, establish deadlines, create sub-tasks, track progress, and boost your productivity to achieve quicker results, ensuring that nothing slips through the cracks. This all-encompassing solution not only enhances operational efficiency, but it also fosters collaboration and accountability within your team, making it an invaluable asset for your practice. In a fast-paced legal environment, having such a resource can significantly elevate your service delivery and client satisfaction levels.

GrowPath is a comprehensive cloud-based solution designed for law practice management that integrates various functionalities including client intake, case management, document management, and business analytics into a single platform. This innovative software enables law firms to handle their cases more efficiently and effectively, thereby enhancing revenue potential and expanding opportunities. Launched in 2017 as a software-as-a-service (SaaS) product, GrowPath was created by the esteemed Law Offices of James Scott Farrin, one of the leading plaintiffs' firms in the Southeast region. The Farrin firm has continually developed and optimized GrowPath to achieve both financial success and operational efficiency. Additionally, GrowPath holds 18 patents in the realm of legal technology, showcasing its commitment to innovation. Among these patents is an automated lead scoring tool that identifies high-value intakes, streamlining the client acquisition process. Another notable patent, Buzzwords, enhances the client intake experience by offering staff prompts for potential derivative cases, thereby facilitating a smoother workflow. As a result, GrowPath not only simplifies law practice management but also significantly boosts the firm's ability to capitalize on new opportunities.

Litify serves as a comprehensive legal operating platform aimed at eliminating barriers not only within your legal team but also in your interactions with clients. This top-tier platform offers a range of features, including tailor-made matter plans and intake forms, an extensive array of timekeeping and billing tools, as well as integrated document management, all designed to be easily adjusted in a no-code setup that prioritizes user experience. Built on Salesforce, it benefits from one of the most robust security frameworks available globally, ensuring that your sensitive data remains protected. Furthermore, Litify's adaptability allows legal professionals to streamline their workflows efficiently.