Company lists · Data refreshed September 2026

Top 25 Legal intake and client onboarding software based in the United States

RevenueBase identified 280 legal intake and client onboarding software headquartered in the United States as of September 2026 and tracks 5,895 professional contacts across them, including 2,526 with verified work emails and 2,256 with mobile numbers. New York is the largest hub.

This list covers legal intake and client onboarding software headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 4, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
280Companies
5,895Contacts tracked
2,526Verified emails
2,256Mobile numbers
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The 25 largest legal intake and client onboarding software based in the United States

Ranked by team size
Top 25 of 280 legal intake and client onboarding software based in the United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. RevenueBase Smart Search rates how each company's information relates to legal intake and client onboarding software: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceMountain View, CA, United StatesHQ checked Sep 4, 2026501-1,0001,390 contacts →

Partial evidence

“Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system.”

Source: RevenueBase Database · checked Sep 4, 2026
2Strong evidenceSalt Lake City, IL, United StatesHQ checked Sep 4, 2026501-1,000823 contacts →

Strong evidence

“Filevine is changing the way legal work gets done for law practitioners and their clients.”

Source: RevenueBase Database · checked Sep 4, 2026
3Strong evidenceMilwaukee, IL, United StatesHQ checked Sep 4, 2026201-500371 contacts →

Strong evidence

“Neostella builds enterprise case management software for modern legal teams who need clarity, control, and connection across every part of their work.”

Source: RevenueBase Database · checked Sep 4, 2026
4Partial evidenceSouth Jordan, UT, United StatesHQ checked Sep 4, 2026201-500290 contacts →

Partial evidence

“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.”

Source: RevenueBase Database · checked Sep 4, 2026
5Partial evidenceNew York, LA, United StatesHQ checked Sep 4, 2026201-500178 contacts →

Partial evidence

“Unleash your legal team’s full potential.”

Source: RevenueBase Database · checked Sep 4, 2026
6Partial evidenceCoral Gables, FL, United StatesHQ checked Sep 4, 202651-200145 contacts →

Partial evidence

“Assembly Software is redefining how plaintiff law firms run their practice: combining AI-powered case management, workflow automation, and 40+ years of expertise to help firms…”

Source: RevenueBase Database · checked Sep 4, 2026
7Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 2026201-500137 contacts →

Indirect evidence

“Litigation is complicated.”

Source: RevenueBase Database · checked Sep 4, 2026
8Partial evidenceDallas, TX, United StatesHQ checked Sep 4, 202651-200124 contacts →

Partial evidence

“Centerbase is the most customizable, cloud-based legal practice management solution that gives mid-sized firms the power to streamline their daily tasks with ease and efficiency.”

Source: RevenueBase Database · checked Sep 4, 2026
9Indirect evidencePlano, TX, United StatesHQ checked Sep 4, 202651-200112 contacts →

Indirect evidence

“Way Beyond Practice Management!”

Source: RevenueBase Database · checked Sep 4, 2026
10Partial evidenceChesterfield, MO, United StatesHQ checked Sep 4, 202651-20089 contacts →

Partial evidence

“Lexicon is a legal services and technology provider with deep expertise in the legal industry.”

Source: RevenueBase Database · checked Sep 4, 2026
11Partial evidenceOklahoma City, United StatesHQ checked Sep 4, 2026201-50088 contacts →

Partial evidence

“Quintessa is a full-funnel intake control platform built exclusively for personal injury law firms.”

Source: RevenueBase Database · checked Sep 4, 2026
12Partial evidenceSan Diego, CA, United StatesHQ checked Sep 4, 202651-20078 contacts →

Partial evidence

“Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.”

Source: RevenueBase Database · checked Sep 4, 2026
13Strong evidenceNew York, NY, United StatesHQ checked Sep 4, 202651-20077 contacts →

Strong evidence

“Paradigm offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.”

Source: RevenueBase Database · checked Sep 4, 2026
14Partial evidenceCharleston, SC, United StatesHQ checked Sep 4, 202651-20070 contacts →

Partial evidence

“At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm.”

Source: RevenueBase Database · checked Sep 4, 2026
15Partial evidenceLehi, UT, United StatesHQ checked Sep 4, 202651-20066 contacts →

Partial evidence

“Hona is an application that helps law firms update their clients on their case.”

Source: RevenueBase Database · checked Sep 4, 2026
16Partial evidenceLos Angeles, CA, United StatesHQ checked Sep 4, 202651-20066 contacts →

Partial evidence

“Leading law firms use Intaker as their omni-channel AI intake engine.”

Source: RevenueBase Database · checked Sep 4, 2026
17Partial evidenceLas Vegas, NV, United StatesHQ checked Sep 4, 202651-20061 contacts →

Partial evidence

“At Tort Intake Professionals, we have one mission: Turning your leads into cases.”

Source: RevenueBase Database · checked Sep 4, 2026
18Partial evidenceMansfield, MA, United StatesHQ checked Sep 4, 202611-5055 contacts →

Partial evidence

“Innovative, smooth and customized onboarding solutions to notch up your business tech!”

Source: RevenueBase Database · checked Sep 4, 2026
19Partial evidenceMiami, FL, United StatesHQ checked Sep 4, 202651-20053 contacts →

Partial evidence

“PracticePanther is a leading legal practice management platform.”

Source: RevenueBase Database · checked Sep 4, 2026
20Partial evidenceBonita Springs, NY, United StatesHQ checked Sep 4, 202611-5048 contacts →

Partial evidence

“SmartAdvocate is a fully customizable, award-winning legal case management system with built-in Artificial Intelligence tools, and made to handle the challenges of today’s fast…”

Source: RevenueBase Database · checked Sep 4, 2026
21Strong evidenceNashville, TN, United StatesHQ checked Sep 4, 202651-20040 contacts →

Strong evidence

“Legal Intake Professionals began with eight clients over 20 years ago.”

Source: RevenueBase Database · checked Sep 4, 2026
22Strong evidenceKansas City, MO, United StatesHQ checked Sep 4, 202651-20039 contacts →

Strong evidence

“Alt Legal’s award-winning intuitive, cloud-based software is the easiest way to prepare and manage global IP filings.”

Source: RevenueBase Database · checked Sep 4, 2026
23Indirect evidenceNew York, NY, United StatesHQ checked Sep 4, 202611-5035 contacts →

Indirect evidence

“Passthrough is now part of iCapital.”

Source: RevenueBase Database · checked Sep 4, 2026
24Strong evidenceUnited StatesHQ checked Sep 4, 202611-5030 contacts →

Strong evidence

“Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams.”

Source: RevenueBase Database · checked Sep 4, 2026
25Strong evidenceJersey City, NJ, United StatesHQ checked Sep 4, 202651-20029 contacts →

Strong evidence

“LEAP’s legal practice management software combines case management, document automation, legal accounting, and billing into a single cloud-based solution for all common areas of…”

Source: RevenueBase Database · checked Sep 4, 2026

Showing 25 of 280 legal intake and client onboarding software based in the United States

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Legal intake and client onboarding software based in the United States at a glance

As of Sep 4, 2026
42.8%Verified-email coverage
38.3%Mobile-number coverage
21.1Average contacts per company
1-10Median size (employees)
8.2%Largest-city concentration · New York
Sep 4, 2026Page data refreshed

Companies by employee count

1-10
156
11-50
86
51-200
24
201-500
9
501-1,000
3
10001+
2

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among legal intake and client onboarding software, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “legal intake and client onboarding software”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names legal intake and client onboarding software), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among legal intake and client onboarding software, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 2,526 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 4, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names legal intake and client onboarding software, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many legal intake and client onboarding software are there based in the United States?

RevenueBase identified 280 legal intake and client onboarding software headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Legalzoom, headquartered in Mountain View, tops this list with the largest team on record.

Which city has the most legal intake and client onboarding software?

New York leads with 23 headquartered companies, followed by Miami (12) and Chicago (11).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 2,526 verified decision-maker contacts tracked across these 280 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 4, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.