Company lists · Data refreshed September 2026

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

Name: Legal intake and client onboarding software based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 280 companies tracked

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, how directly it supports the match, 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 SmartSearch, 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 Match evidence 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. Evidence rates how directly each company's own description names legal intake and client onboarding software: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	LegalzoomPartial evidence	Mountain View, CA, United StatesHQ checked Sep 4, 2026	501-1,000	1,390
	“Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system.” Source: company website · checked Sep 4, 2026
2	FilevineStrong evidence	Salt Lake City, IL, United StatesHQ checked Sep 4, 2026	501-1,000	823
	“Filevine is changing the way legal work gets done for law practitioners and their clients.” Source: company website · checked Sep 4, 2026
3	NeostellaStrong evidence	Milwaukee, IL, United StatesHQ checked Sep 4, 2026	201-500	371
	“Neostella builds enterprise case management software for modern legal teams who need clarity, control, and connection across every part of their work.” Source: company website · checked Sep 4, 2026
4	CanopyPartial evidence	South Jordan, UT, United StatesHQ checked Sep 4, 2026	201-500	290
	“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Source: company website · checked Sep 4, 2026
5	LitifyPartial evidence	New York, LA, United StatesHQ checked Sep 4, 2026	201-500	178
	“Unleash your legal team’s full potential.” Source: company website · checked Sep 4, 2026
6	Assembly SoftwarePartial evidence	Coral Gables, FL, United StatesHQ checked Sep 4, 2026	51-200	145
	“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: company website · checked Sep 4, 2026
7	Infotrack USIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	201-500	137
	“Litigation is complicated.” Source: company website · checked Sep 4, 2026
8	CenterbasePartial evidence	Dallas, TX, United StatesHQ checked Sep 4, 2026	51-200	124
	“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: company website · checked Sep 4, 2026
9	QOUNTIndirect evidence	Plano, TX, United StatesHQ checked Sep 4, 2026	51-200	112
	“Way Beyond Practice Management!” Source: company website · checked Sep 4, 2026
10	LexiconPartial evidence	Chesterfield, MO, United StatesHQ checked Sep 4, 2026	51-200	89
	“Lexicon is a legal services and technology provider with deep expertise in the legal industry.” Source: company website · checked Sep 4, 2026
11	Quintessa MarketingPartial evidence	Oklahoma City, United StatesHQ checked Sep 4, 2026	201-500	88
	“Quintessa is a full-funnel intake control platform built exclusively for personal injury law firms.” Source: company website · checked Sep 4, 2026
12	LawmaticsPartial evidence	San Diego, CA, United StatesHQ checked Sep 4, 2026	51-200	78
	“Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Source: company website · checked Sep 4, 2026
13	ParadigmStrong evidence	New York, NY, United StatesHQ checked Sep 4, 2026	51-200	77
	“Paradigm offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.” Source: company website · checked Sep 4, 2026
14	Case StatusPartial evidence	Charleston, SC, United StatesHQ checked Sep 4, 2026	51-200	70
	“At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm.” Source: company website · checked Sep 4, 2026
15	HONAPartial evidence	Lehi, UT, United StatesHQ checked Sep 4, 2026	51-200	66
	“Hona is an application that helps law firms update their clients on their case.” Source: company website · checked Sep 4, 2026
16	IntakerPartial evidence	Los Angeles, CA, United StatesHQ checked Sep 4, 2026	51-200	66
	“Leading law firms use Intaker as their omni-channel AI intake engine.” Source: company website · checked Sep 4, 2026
17	Tort Intake ProfessionalsPartial evidence	Las Vegas, NV, United StatesHQ checked Sep 4, 2026	51-200	61
	“At Tort Intake Professionals, we have one mission: Turning your leads into cases.” Source: company website · checked Sep 4, 2026
18	MainstreamtekPartial evidence	Mansfield, MA, United StatesHQ checked Sep 4, 2026	11-50	55
	“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Source: company website · checked Sep 4, 2026
19	PracticepantherPartial evidence	Miami, FL, United StatesHQ checked Sep 4, 2026	51-200	53
	“PracticePanther is a leading legal practice management platform.” Source: company website · checked Sep 4, 2026
20	Smartadvocate LLCPartial evidence	Bonita Springs, NY, United StatesHQ checked Sep 4, 2026	11-50	48
	“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: company website · checked Sep 4, 2026
21	Legal Intake ProfessionalsStrong evidence	Nashville, TN, United StatesHQ checked Sep 4, 2026	51-200	40
	“Legal Intake Professionals began with eight clients over 20 years ago.” Source: company website · checked Sep 4, 2026
22	ALT LegalStrong evidence	Kansas City, MO, United StatesHQ checked Sep 4, 2026	51-200	39
	“Alt Legal’s award-winning intuitive, cloud-based software is the easiest way to prepare and manage global IP filings.” Source: company website · checked Sep 4, 2026
23	PassthroughIndirect evidence	New York, NY, United StatesHQ checked Sep 4, 2026	11-50	35
	“Passthrough is now part of iCapital.” Source: company website · checked Sep 4, 2026
24	Streamline AIStrong evidence	United StatesHQ checked Sep 4, 2026	11-50	30
	“Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams.” Source: company website · checked Sep 4, 2026
25	Leap Legal Software USStrong evidence	Jersey City, NJ, United StatesHQ checked Sep 4, 2026	51-200	29
	“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: company website · 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

1-10Median size (employees)

New YorkLargest hub · 23 HQs

2,256Contacts with mobile numbers

Sep 4, 2026Data refreshed

Companies by employee count

1-10

156

11-50

51-200

201-500

501-1,000

10001+

Verified emails by last verification

0–30

31–60

222

61–90

1,358

90–180

933

180+

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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 SmartSearch, 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.