Book more consults.
Intake clients
professionally.
Prospective clients book a consultation online, fill out a confidential intake form before the call, and receive a professional confirmation email automatically. You walk into every consult fully prepared.
Initial Consultation Request
Family Law · Estate Planning · Business Law
Practice area
Available consultations
Briefly describe your legal matter
This helps us prepare before your consultation...
Intake information is kept strictly confidential
Consultation booked
Intake received · Calendar updated
A better intake experience for every client.
You configure your page
Set your practice areas, consultation types, availability windows, and intake questions.
Prospect fills intake form
They select a practice area, pick a consultation time, and describe their legal situation.
It lands in your calendar
A Google Calendar event is created with all intake notes so you review them before the call.
Consultation, then portal
New clients get access to the client portal to securely exchange documents and messages.
Everything a modern law practice needs
to run efficiently.
Consultation Scheduling
Prospects book initial consultations online. Practice area, time slot, and intake all captured upfront.
Confidential Intake Forms
Custom questions per practice area. Collect case background before the call — walk in prepared every time.
Secure Client Portal
Clients log in to share documents, review files you upload, and communicate through a private messaging channel.
Document Management
Upload retainer agreements, case documents, and invoices directly to the client portal for secure access.
Google Meet for Virtual Consults
Every virtual consultation automatically generates a Google Meet link included in the confirmation email.
Lead & Prospect CRM
Every consultation request becomes a lead. Track follow-ups, conversions, and active matters in one place.
Works across every practice.
Family Law
Estate Planning
Business Law
Real Estate Law
Immigration
Personal Injury
Criminal Defense
Employment Law
Bankruptcy
Intellectual Property
Tax Law
Civil Litigation
One plan. No surprises.
Less than one billed hour covers a full month.
Firm Plan
- Consultation booking with practice area selection
- Confidential intake forms per practice area
- Google Calendar booking sync
- Google Meet links for virtual consults
- Secure client portal with document sharing
- Lead & prospect CRM
- Automated confirmation emails
- Admin dashboard for all matters
- Setup support included
30-day money-back guarantee. Cancel anytime.
Common questions
Yes. Intake data is only visible to your firm admin account. It is never shared, sold, or used for any purpose other than to prepare you for your consultation.
Yes. You can configure custom intake questions per practice area so you always get the specific context you need before a consultation.
Both. A solo attorney gets a streamlined personal booking page. Larger firms can add multiple users, each with their own calendar connection and booking schedule.
Clients can share files through the portal after their first consultation. The intake form captures text answers — document exchange happens through the secure client portal.
smbgen is a standalone intake and client portal platform. It does not currently integrate with practice management software (Clio, MyCase, etc.) but works well alongside them.
Most firms are live in under a day. Connect Google Calendar, configure your practice areas and availability, and share your booking link. Setup support is included.
Your next consultation
could book itself.
Book a 20-minute call and we'll walk through how smbgen maps to your firm's intake workflow — and get you live the same day.
$79/month · Cancel anytime · Setup included