Numa is legal client intake and onboarding software for law firms. It brings intake forms, document collection, conflict-checking support, engagement agreements, electronic signatures, payment collection, and a client portal into a single workspace for managing prospective clients through to engagement.
Key features and functions include:
Client Intake and Information Collection
Collects information from prospective clients through structured intake forms. Submissions are organized in the platform to keep the intake process consistent across new inquiries.
Document Collection and Management
Prospective clients can securely submit requested documents during onboarding. Submitted information and documents are organized in the platform for staff review.
Conflict-Checking Support
Collects and organizes information relevant to conflict reviews. Conflict-of-interest determinations remain with the firm.
Engagement Agreements and Electronic Signatures
Includes engagement agreements and electronic signatures in onboarding workflows, linking agreement execution with other intake steps.
Payment Collection
Generates and tracks retainer invoices and collects client payments through Stripe. Supports monthly billing cycles and issues receipts.
Client Portal
Clients use a branded, mobile-friendly portal to provide matter details, upload documents, sign engagement agreements, and make payments, and can track their progress through onboarding.
Practice Management Integrations
Integrates with Clio Manage, Salesforce, Google Calendar, and Google Drive, connecting onboarding activities with the firm's current systems.
AI Workflow and Document Creation
An AI chatbot creates onboarding workflows and generates documents from natural-language instructions. AI-generated outputs are subject to review and approval by the firm.
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