# Client Intake

> Source: https://beamon.ai/use-case/client-intake/

# Faster legal client intake with AI

Client intake is vital, but often burdensome and often seen as a distraction: Lawyers need to collect information from various channels like emails, calls, and ad-hoc forms, consolidate, hand-over, discuss.

BEAMON helps legal teams onboard clients faster by capturing structured intake information upfront and reducing back-and-forth from the start.

> “We looked at many AI solutions, but BRYTER’s was the one that best suited our needs – efficiency gains through targeted AI support for the tasks and workflows most relevant to our core practice areas.”
>
> — Dr. Constanze Kugler, Counsel and AI expert, REIUS.

###### Trusted by legal teams

![Client logos - replace this image](https://beamon.ai/wp-content/uploads/2025/10/beamon-customer-logos-1536x196.png)

![Client logos mobile - replace this image](https://beamon.ai/wp-content/uploads/2025/10/beamon-customer-logos-mobile.png)

## Capture client information without manual follow-up

Legal client intake usually involves chasing clients for missing details and clarifying scope before work can begin. Lawyers manually gather information across emails and documents, which delays onboarding and creates inconsistent records. This makes it harder to assess risk and prioritise work early.

## Structure client intake automatically

BEAMON speeds up legal client intake by guiding clients through structured intake flows and capturing the right information at the outset. Instead of piecing details together later, lawyers receive complete, standardised intake summaries ready for review. This reduces delays and allows teams to move quickly from intake to action.

## Keep control over client data and decisions 

Client intake involves sensitive information and legal responsibility. With BEAMON, legal teams review and validate all intake data before proceeding. Inputs are traceable, and access can be controlled so client information is only visible to authorised users.

## Use Cases

## Key Features

### Research & Content

Search across public law, licensed databases, and internal content. See reasoning steps, supporting authorities, and alternatives.

### Drafting

Design and assemble documents directly in BEAMON. Start from structured outlines and reusable clause blocks to generate filing‑ready drafts fast.

### Hallucination control

Every chat can be grounded in trusted Legal Sources and Content Partner sources to minimize hallucation and prevent speculative answers.

### References

Automatic footnotes and references into document and sources. One‑click jump from a sentence to the underlying authority.

### Prompt Library

Curated, firm‑approved prompts for recurring tasks, versioned and governed. Embed best practices, preferred style, and thresholds so results are consistent. Share, rate, and iterate prompts to spread expertise quickly.

### Internal Knowledge

Bring your DMS and internal knowledge into BEAMON's knowledge layer - ethical walls and matter permissions intact. Responses are grounded in your documents and other knowledge sources.

## See legal client intake in action with BEAMON

Use AI-assisted structuring and review to onboard clients faster, while staying fully in control of data and decisions.

Sign up to see how BEAMON supports client intake.