PracticeConsole Client Intake

PracticeConsole Client Intake is ranked #3 of 28 in legal conflict checking software on The Geeks Club. It runs on Android, API, iOS, Web. There is no free plan. A free trial is offered. Paid plans start at $15/mo.

PracticeConsole Client Intake plans and pricing

All plans

Starter $15/mo $15/user/month Unlimited users · AI conflict checking · Time tracking and invoicing · Email and calendar sync · Client portal · Data export practiceconsole.com · 2 Oct 2026

Professional $25/mo $25/user/month Everything in Starter · Contract and court session management · IP portfolio · DocuSign · QuickBooks integration · Priority support practiceconsole.com · 2 Oct 2026

Enterprise Not published Custom Everything in Professional · Custom integrations · SSO/SAML · Custom dashboards · Dedicated success manager · Assisted data migration practiceconsole.com · 2 Oct 2026

Compared on legal conflict checking software

Free plan: No
Party screening: Yes
Relationship mapping: Yes
Prospective matter checks: Yes
Conflict audit trail: Yes
Search automation: automated

Best PracticeConsole Client Intake alternatives

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6.7 CaseClerk Conflict Check Free trial $99/mo

6.7 LawAOS Free trial $29/mo

PracticeConsole Client Intake

Purpose: PracticeConsole provides law firms with structured client intake, onboarding, conflict checks, and matter opening.
Enquiry capture: The intake feature records new enquiries using consistent fields instead of scattered notes.
Client records: Teams can create or match client and contact records during intake to avoid duplicates.
Matter opening: Qualified intake can be converted into a structured matter record.
Intake visibility: The feature provides visibility into where new business sits in the pipeline and where it gets stuck.
Conflict reviews: PracticeConsole supports structured conflict searches across clients, contacts, related parties, and prior matters, with review activity recorded.
Governance: The platform offers role-based access, activity records, approvals, and matter history to support internal governance.
Security: The privacy policy lists TLS/HTTPS and at-rest encryption, role-based controls, audit logging, and multi-factor authentication support among its security measures.
AI data handling: PracticeConsole says it does not use customer matter data to train public AI foundation models unless the customer explicitly authorizes it.
Integrations: The privacy policy lists Microsoft 365, Outlook, Gmail, Google Calendar, Zoom, Microsoft Teams, QuickBooks, DocuSign, Dropbox, OneDrive, and Google Drive as services customers may connect.
Support: The help center offers knowledge-base categories for technical support, security and compliance, feature guides, and API documentation, and directs users to contact support for further help.
Intended users: The client intake page identifies practice managers, risk and compliance staff, fee earners, and admin teams as roles the feature serves.
Trial: The pricing page offers a 14-day free trial with no credit card required.
Price from: $15/mo

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Where it ranks on The Geeks Club

Best Legal Conflict Checking Software in 2026#3 of 28

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Sources

practiceconsole.com/features/client-intake· checked 2 Oct 2026
practiceconsole.com/features/conflict-checking· checked 2 Oct 2026
practiceconsole.com/features/compliance-audit-trails· checked 2 Oct 2026
practiceconsole.com/privacy· checked 2 Oct 2026
practiceconsole.com/help· checked 2 Oct 2026
practiceconsole.com/pricing· checked 2 Oct 2026