Best Legal Intake Software for Microsoft Excel
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Compare the Top Legal Intake Software that integrates with Microsoft Excel as of January 2026
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This a list of Legal Intake software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Legal Intake Software for Microsoft Excel?
Legal intake software is software designed to assist law firms and legal professionals with collecting and organizing client information. This type of software typically includes features such as form generation, data storage, and document management. It streamlines the process of gathering important details from clients, such as personal information and case details, in a user-friendly manner. Legal intake software can help improve efficiency and accuracy in managing client intake, which can save time for both attorneys and their clients. Overall, this technology can be a valuable tool for legal professionals looking to enhance their client intake procedure. Compare and read user reviews of the best Legal Intake software for Microsoft Excel currently available using the table below. This list is updated regularly.
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WaiverFile
WaiverFile
WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.Starting Price: $15.00/month -
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Law Ruler
ProfitSolv
Why Choose Law Ruler? BUILT WITH YOUR GROWTH IN MIND | Legal Intake CRM | Legal Billing | All-In-One Solution | Easy-To-Use | Sign More Cases | Track | Win ✅ Elite Level Functionality: Rapidly grow your firm with automated marketing/CRM features at a competitive price ✅ Streamline Processes: Easily manage the entire client lifecycle from intake to settlement/invoice with intelligent automation ✅ Marketing Automation - Send personalized automated texts and emails that nurture your leads and prospects with the right number of touches to ensure a positive experience and new business. ✅ Personalized Set-Up: Done-For-You Implementation available ✅ Dashboard Analytics: Create customizable reports - Track KPIs - Know exactly what your best marketing sources are and their ROI. Law Ruler combines powerful legal CRM software and marketing automation software features with a streamlined intake system to keep you more organized, more efficient, and more profitable.Starting Price: $89/user/month
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