Company lists · Data refreshed September 2026
Top 25 Legal intake and client onboarding software based in the United States
RevenueBase identified 280 company matches for legal intake and client onboarding software associated with 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 company matches for legal intake and client onboarding software associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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.
The 25 largest legal intake and client onboarding software based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,390 contacts → | ||||
Exact match “Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 2 | 823 contacts → | ||||
Exact match “Filevine is changing the way legal work gets done for law practitioners and their clients.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 3 | 371 contacts → | ||||
Exact match “Neostella builds enterprise case management software for modern legal teams who need clarity, control, and connection across every part of their work.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 4 | 290 contacts → | ||||
Exact match “Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 5 | 178 contacts → | ||||
Exact match “Unleash your legal team’s full potential.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 6 | 145 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 7 | 137 contacts → | ||||
Exact match “Litigation is complicated.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 8 | 124 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 9 | 112 contacts → | ||||
Exact match “Way Beyond Practice Management!” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 10 | 89 contacts → | ||||
Exact match “Lexicon is a legal services and technology provider with deep expertise in the legal industry.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 11 | 88 contacts → | ||||
Exact match “Quintessa is a full-funnel intake control platform built exclusively for personal injury law firms.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 12 | 78 contacts → | ||||
Exact match “Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 13 | 77 contacts → | ||||
Exact match “Paradigm offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 14 | 70 contacts → | ||||
Exact match “At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 15 | 66 contacts → | ||||
Exact match “Hona is an application that helps law firms update their clients on their case.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 16 | 66 contacts → | ||||
Exact match “Leading law firms use Intaker as their omni-channel AI intake engine.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 17 | 61 contacts → | ||||
Exact match “At Tort Intake Professionals, we have one mission: Turning your leads into cases.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 18 | 55 contacts → | ||||
Exact match “Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 19 | 53 contacts → | ||||
Exact match “PracticePanther is a leading legal practice management platform.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 20 | 48 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 21 | 40 contacts → | ||||
Exact match “Legal Intake Professionals began with eight clients over 20 years ago.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 22 | 39 contacts → | ||||
Exact match “Alt Legal’s award-winning intuitive, cloud-based software is the easiest way to prepare and manage global IP filings.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 23 | 35 contacts → | ||||
Exact match “Passthrough is now part of iCapital.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 24 | 30 contacts → | ||||
Exact match “Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams.” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
| 25 | 29 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 4, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “legal intake and client onboarding software”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 280 legal intake and client onboarding software based in the United States
See the full list, filter by size, metro and specialty, and access 2,526 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Legal intake and client onboarding software based in the United States at a glance
As of Sep 4, 2026Companies by employee count
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- 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
- Company records associated with the United States whose business descriptions match “legal intake and client onboarding software” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 2,526 professional contacts with verified work emails across the full matched dataset. 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.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Legal intake and client onboarding software by metro
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “legal intake and client onboarding software”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legal intake and client onboarding software are there based in the United States?
RevenueBase identified 280 company matches for legal intake and client onboarding software associated with the United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Legalzoom tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legal intake and client onboarding software?
New York leads with 26 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 2,526 professional contacts with verified work emails tracked across these 280 companies; direct dials are available where recorded.
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.
Ready to reach these companies? Verified emails and direct dials for all 280 legal intake and client onboarding software based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Legal intake and client onboarding software by geography
- Legal intake and client onboarding software based in the United Kingdom
- Legal intake and client onboarding software based in Brazil
- Legal intake and client onboarding software based in Germany
- Legal intake and client onboarding software based in France
- Legal intake and client onboarding software based in Canada
- Legal intake and client onboarding software based in Australia
- Legal intake and client onboarding software based in the Netherlands
- Legal intake and client onboarding software based in Spain
- Legal intake and client onboarding software based in London, United Kingdom
- Legal intake and client onboarding software based in New York, United States
- Legal intake and client onboarding software based in India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legal intake and client onboarding software based in the United Kingdom
- Legal intake and client onboarding software based in Brazil
- Legal intake and client onboarding software based in Germany
- Legal intake and client onboarding software based in France
- Legal intake and client onboarding software based in Canada
- Legal intake and client onboarding software based in Australia
Company intelligence · public preview
Top 25 legal intake and client onboarding software based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 280 matching company records for legal intake and client onboarding software based in the United States, with 5,895 tracked contacts and 2,526 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legal intake and client onboarding software based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Legalzoomlegalzoom.comHQ: Mountain View, CA, United StatesReported employees: 501-1,000 | Mountain View, CA, United States | 501-1,000 | Exact match | 1,390 contacts → |
“Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Filevinefilevine.comHQ: Salt Lake City, IL, United StatesReported employees: 501-1,000 | Salt Lake City, IL, United States | 501-1,000 | Exact match | 823 contacts → |
“Filevine is changing the way legal work gets done for law practitioners and their clients.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Neostellaneostella.comHQ: Milwaukee, IL, United StatesReported employees: 201-500 | Milwaukee, IL, United States | 201-500 | Exact match | 371 contacts → |
“Neostella builds enterprise case management software for modern legal teams who need clarity, control, and connection across every part of their work.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Canopygetcanopy.comHQ: South Jordan, UT, United StatesReported employees: 201-500 | South Jordan, UT, United States | 201-500 | Exact match | 290 contacts → |
“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Litifylitify.comHQ: New York, LA, United StatesReported employees: 201-500 | New York, LA, United States | 201-500 | Exact match | 178 contacts → |
“Unleash your legal team’s full potential.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Assembly Softwareassemblysoftware.comHQ: Coral Gables, FL, United StatesReported employees: 51-200 | Coral Gables, FL, United States | 51-200 | Exact match | 145 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Infotrack USinfotrack.comHQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 137 contacts → |
“Litigation is complicated.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Centerbasecenterbase.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 124 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  QOUNTqount.ioHQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 112 contacts → |
“Way Beyond Practice Management!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Lexiconlexiconservices.comHQ: Chesterfield, MO, United StatesReported employees: 51-200 | Chesterfield, MO, United States | 51-200 | Exact match | 89 contacts → |
“Lexicon is a legal services and technology provider with deep expertise in the legal industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Quintessa Marketingquintessamarketing.comHQ: Oklahoma City, United StatesReported employees: 201-500 | Oklahoma City, United States | 201-500 | Exact match | 88 contacts → |
“Quintessa is a full-funnel intake control platform built exclusively for personal injury law firms.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Lawmaticslawmatics.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 78 contacts → |
“Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Paradigmjoinparadigm.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Paradigm offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Case Statuscasestatus.comHQ: Charleston, SC, United StatesReported employees: 51-200 | Charleston, SC, United States | 51-200 | Exact match | 70 contacts → |
“At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  HONAhona.comHQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 66 contacts → |
“Hona is an application that helps law firms update their clients on their case.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Intakerintaker.comHQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 66 contacts → |
“Leading law firms use Intaker as their omni-channel AI intake engine.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tort Intake Professionalstortintakeprofessionals.comHQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 61 contacts → |
“At Tort Intake Professionals, we have one mission: Turning your leads into cases.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mainstreamtekmainstreamtek.comHQ: Mansfield, MA, United StatesReported employees: 11-50 | Mansfield, MA, United States | 11-50 | Exact match | 55 contacts → |
“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Practicepantherpracticepanther.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 53 contacts → |
“PracticePanther is a leading legal practice management platform.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Smartadvocate LLCsmartadvocate.comHQ: Bonita Springs, NY, United StatesReported employees: 11-50 | Bonita Springs, NY, United States | 11-50 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Legal Intake Professionalslegalintake.comHQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 40 contacts → |
“Legal Intake Professionals began with eight clients over 20 years ago.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  ALT Legalaltlegal.comHQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 39 contacts → |
“Alt Legal’s award-winning intuitive, cloud-based software is the easiest way to prepare and manage global IP filings.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Passthroughpassthrough.comHQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Passthrough is now part of iCapital.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Streamline AIstreamline.aiHQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 30 contacts → |
“Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Leap Legal Software USleap.us HQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 280 company matches
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Legal intake and client onboarding software: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
280 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legal intake and client onboarding software by metro
Questions about this company list
What does Exact match mean for legal intake and client onboarding software?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legal intake and client onboarding software did RevenueBase find based in the United States?
The saved snapshot records 280 matching company records, 5,895 tracked contacts and 2,526 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Legal intake and client onboarding software by geography
- Legal intake and client onboarding software based in the United Kingdom
- Legal intake and client onboarding software based in Brazil
- Legal intake and client onboarding software based in Germany
- Legal intake and client onboarding software based in France
- Legal intake and client onboarding software based in Canada
- Legal intake and client onboarding software based in Australia
- Legal intake and client onboarding software based in the Netherlands
- Legal intake and client onboarding software based in Spain
- Legal intake and client onboarding software based in London, United Kingdom
- Legal intake and client onboarding software based in New York, United States
- Legal intake and client onboarding software based in India
Cite this list
RevenueBase Data Team. Top 25 legal intake and client onboarding software based in the United States. Snapshot: September 4, 2026. https://revenuebase.ai/companies/legal-intake-and-client-onboarding-software/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Legal intake and client onboarding software based in the United Kingdom
- Legal intake and client onboarding software based in Brazil
- Legal intake and client onboarding software based in Germany
- Legal intake and client onboarding software based in France
- Legal intake and client onboarding software based in Canada
- Legal intake and client onboarding software based in Australia
Company intelligence · public preview
Top 25 legal intake and client onboarding software based in the United States
RevenueBase records 280 matching company records for legal intake and client onboarding software based in the United States, with 5,895 tracked contacts and 2,526 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 4, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 legal intake and client onboarding software based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Legalzoomlegalzoom.com HQ: Mountain View, CA, United StatesReported employees: 501-1,000 | Mountain View, CA, United States | 501-1,000 | Exact match | 1,390 contacts → |
“Since pioneering legaltech in 2001, we have helped millions of people navigate the complexities of the legal system.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Filevinefilevine.com HQ: Salt Lake City, IL, United StatesReported employees: 501-1,000 | Salt Lake City, IL, United States | 501-1,000 | Exact match | 823 contacts → |
“Filevine is changing the way legal work gets done for law practitioners and their clients.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Neostellaneostella.com HQ: Milwaukee, IL, United StatesReported employees: 201-500 | Milwaukee, IL, United States | 201-500 | Exact match | 371 contacts → |
“Neostella builds enterprise case management software for modern legal teams who need clarity, control, and connection across every part of their work.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Canopygetcanopy.com HQ: South Jordan, UT, United StatesReported employees: 201-500 | South Jordan, UT, United States | 201-500 | Exact match | 290 contacts → |
“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Litifylitify.com HQ: New York, LA, United StatesReported employees: 201-500 | New York, LA, United States | 201-500 | Exact match | 178 contacts → |
“Unleash your legal team’s full potential.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Assembly Softwareassemblysoftware.com HQ: Coral Gables, FL, United StatesReported employees: 51-200 | Coral Gables, FL, United States | 51-200 | Exact match | 145 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Infotrack USinfotrack.com HQ: New York, NY, United StatesReported employees: 201-500 | New York, NY, United States | 201-500 | Exact match | 137 contacts → |
“Litigation is complicated.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Centerbasecenterbase.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 124 contacts → |
“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.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | QOUNTqount.io HQ: Plano, TX, United StatesReported employees: 51-200 | Plano, TX, United States | 51-200 | Exact match | 112 contacts → |
“Way Beyond Practice Management!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Lexiconlexiconservices.com HQ: Chesterfield, MO, United StatesReported employees: 51-200 | Chesterfield, MO, United States | 51-200 | Exact match | 89 contacts → |
“Lexicon is a legal services and technology provider with deep expertise in the legal industry.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Quintessa Marketingquintessamarketing.com HQ: Oklahoma City, United StatesReported employees: 201-500 | Oklahoma City, United States | 201-500 | Exact match | 88 contacts → |
“Quintessa is a full-funnel intake control platform built exclusively for personal injury law firms.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Lawmaticslawmatics.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 78 contacts → |
“Lawmatics is the #1 CRM for law firms, supporting the entire client journey from first contact to trusted partnership.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Paradigmjoinparadigm.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 77 contacts → |
“Paradigm offers a suite of legal software solutions that help lawyers manage, automate and grow their firms.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Case Statuscasestatus.com HQ: Charleston, SC, United StatesReported employees: 51-200 | Charleston, SC, United States | 51-200 | Exact match | 70 contacts → |
“At Case Status, we understand that the satisfaction of your clients is vital to the success of your law firm.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HONAhona.com HQ: Lehi, UT, United StatesReported employees: 51-200 | Lehi, UT, United States | 51-200 | Exact match | 66 contacts → |
“Hona is an application that helps law firms update their clients on their case.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Intakerintaker.com HQ: Los Angeles, CA, United StatesReported employees: 51-200 | Los Angeles, CA, United States | 51-200 | Exact match | 66 contacts → |
“Leading law firms use Intaker as their omni-channel AI intake engine.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tort Intake Professionalstortintakeprofessionals.com HQ: Las Vegas, NV, United StatesReported employees: 51-200 | Las Vegas, NV, United States | 51-200 | Exact match | 61 contacts → |
“At Tort Intake Professionals, we have one mission: Turning your leads into cases.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mainstreamtekmainstreamtek.com HQ: Mansfield, MA, United StatesReported employees: 11-50 | Mansfield, MA, United States | 11-50 | Exact match | 55 contacts → |
“Innovative, smooth and customized onboarding solutions to notch up your business tech!” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Practicepantherpracticepanther.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 53 contacts → |
“PracticePanther is a leading legal practice management platform.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Smartadvocate LLCsmartadvocate.com HQ: Bonita Springs, NY, United StatesReported employees: 11-50 | Bonita Springs, NY, United States | 11-50 | Exact match | 48 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Legal Intake Professionalslegalintake.com HQ: Nashville, TN, United StatesReported employees: 51-200 | Nashville, TN, United States | 51-200 | Exact match | 40 contacts → |
“Legal Intake Professionals began with eight clients over 20 years ago.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | ALT Legalaltlegal.com HQ: Kansas City, MO, United StatesReported employees: 51-200 | Kansas City, MO, United States | 51-200 | Exact match | 39 contacts → |
“Alt Legal’s award-winning intuitive, cloud-based software is the easiest way to prepare and manage global IP filings.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Passthroughpassthrough.com HQ: New York, NY, United StatesReported employees: 11-50 | New York, NY, United States | 11-50 | Exact match | 35 contacts → |
“Passthrough is now part of iCapital.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Streamline AIstreamline.ai HQ: United StatesReported employees: 11-50 | United States | 11-50 | Exact match | 30 contacts → |
“Streamline AI is an intelligent intake, triage, and workflow automation platform built for in-house legal teams.” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Leap Legal Software USleap.us HQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 29 contacts → |
“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…” Recorded description excerpt · September 4, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Legal intake and client onboarding software: dataset insights
September 4, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
280 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails on this list were verified
Email last verified
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 4, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Legal intake and client onboarding software by metro
Questions about this company list
What does Exact match mean for legal intake and client onboarding software?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many legal intake and client onboarding software did RevenueBase find based in the United States?
The saved snapshot records 280 matching company records, 5,895 tracked contacts and 2,526 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 4, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 legal intake and client onboarding software based in the United States. Snapshot: September 4, 2026. https://revenuebase.ai/companies/legal-intake-and-client-onboarding-software/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Legal intake and client onboarding software based in the United Kingdom
- Legal intake and client onboarding software based in Brazil
- Legal intake and client onboarding software based in Germany
- Legal intake and client onboarding software based in France
- Legal intake and client onboarding software based in Canada
- Legal intake and client onboarding software based in Australia