Client intake and matter management that stays within your four walls
Legal firms collect sensitive client information at intake, during conflict screening, and through discovery. Self-hosting ensures privileged communications and client data don't pass through third-party form platforms where your control ends at their terms of service.
How Legal teams use Endatix
Common form and survey workflows across the industry.
Client Intake
Structured onboarding forms that capture the information your team needs before the first meeting.
Conflict of Interest Checks
Systematic data collection to identify potential conflicts before a matter is formally opened.
New Matter Intake
Capture matter type, opposing parties, jurisdiction, and key dates in a consistent, searchable format.
Discovery Questionnaires
Structured questionnaires to gather facts from clients efficiently, in their own time and at their own pace.
Due Diligence Questionnaires
Comprehensive DDQs for transactions, with conditional sections that appear based on deal type and jurisdiction.
Fee Agreement Acceptance
Multi-step forms that present fee structures and capture client acknowledgement cleanly.
Built for how Legal teams work
Platform capabilities that make a real difference in this context.
Self-Hosted Deployment
Client data stays within your firm's own infrastructure. No third-party platform in the processing chain.
Conditional Logic for Conflict Checks
Route conflict screening questions based on matter type, jurisdiction, or relationship category.
Document Upload
Collect prior agreements, identity documents, and supporting evidence directly within the intake form.
Form Versioning
Update intake templates as regulations change without disrupting the historical record of prior submissions.
Role-Based Access
Practice group leads and individual attorneys see only the matters and submissions they are assigned to.
Webhooks to Practice Management
Push completed intakes directly to your practice management, DMS, or CRM system automatically.
Ready to keep your form data under your own roof?
Book a 30-minute call and we'll show you how Endatix fits your workflow.
Book a demoReady to keep your form data under your own roof?
Book a 30-minute call and we'll show you how Endatix fits your workflow.
Book a demo