Speed up your client intake

Free walkthrough: October 8, 12-12.15pm

Right now intake comes in by phone call, by email, and in pieces. Then someone on your team retypes all of it into the file — and every retype is a chance for an error.

Our new integration allows clients to fill in the intake form and their answers sync straight into their file on your Quintalink server. You can create multiple customized templates or use our standard ones. No retyping. No copy-paste. No dictation over the phone. 
Exclusively with Quintalink, you can embed the intake form directly into your own website, styled to match your firm.

In 45 minutes we'll show you how it's built, how firms can fit it into their existing process, and where the information lands on your side. Bring your questions.

Stephanie RoseVice President, Sales and Operations

With 15 years in the industry, Stephanie knows what makes great firms run smoothly. Always focused on process efficiencies and workplace gains, Stephanie will teach you how our new features work, and how to best integrate them into your current processes.

Meaghan HendrieDirector, Customer Experience

Meaghan has worked in legal tech for six years — the past three and a half at Quintalink — and actually got her start archiving files in a busy real estate law firm. Meaghan loves teaching clients about product innovations and helping them find new ways to enhance workflows.