Most firms lose retainers between three tabs: e-sign, payment, and a form. Cadence deploys intake.link so the client finishes in one session and the matter opens in the case system without retyping.
Product demo
The working intake flow is on www.intake.link/demo. Book an intake demo there. Cadence includes this line in a full MSA; firms can also buy it as an add-on.
What we run
- Branded client link for retainer, deposit, and intake
- SMS and email delivery of the link
- Webhook handoff into the firm's case system
- Stall monitoring so unsigned packets do not sit
Inside Conduit Law this is the same path that cut case opening from 2.5 hours to 10 minutes. The firm brain that reads those statuses lives on FirmOps.