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Frequently asked questions
Why would I need Keepsake if I already have my own intake system?
Keepsake is more than just an intake form. With Keepsake, you can give your law firm a modern, client-facing interface and create a better customer experience from intake to final deliverable.
For your firm, Keepsake allows you to create, send, and manage intake forms in one place. When your clients are done with their intake form, you can integrate their responses with your existing legal tools. On the client side, the Keepsake client portal allows clients to easily access all their intake responses, estate plans (once you upload them), and 100+ additional life topics that are essential to include in an estate but are often overlooked in traditional estate deliverables.
Does Keepsake replace my CRM or case management tool?
Keepsake does not replace your existing legal tools and instead works alongside them. With our integrations hub, we make it easy to sync over matter information from intake forms into your CRM, drafting, and case management software in one easy step.
We specialize in creating the best possible intake experience for your clients, so you can make a great first impression that will close more clients and reduce time to completion.
