Professional client intake for your law firm.
Onboard Osprey is the B2B platform law firms use to qualify prospective clients before the first consultation. Send a link, let the client complete the intake on their phone, and receive a consultation-ready case with structured data, a PDF case file, and legal CRM integration.
No credit card · Multi-user access for partners, paralegals, and intake staff · Five practice areas ready: Employment, Family, Civil, Criminal, and Immigration Law.
See the complete intake workflow
From generating a secure link to receiving consultation-ready information with AI-assisted qualification.
Who Onboard Osprey is for
Built for the day-to-day work of a law firm, not as a consumer legal service.
Partners and attorneys
Stop spending the first consultation collecting basic information. Start the conversation with context and focus on legal strategy and engagement.
Paralegals and intake staff
Share intake links by WhatsApp, email, or SMS. Track who completed the intake, who stopped, and who needs follow-up.
Firm managers and operations leaders
Track real conversion metrics: leads received, completed intakes, and matters converted into active cases.
Why law firms choose Onboard Osprey
Practical benefits for your firm and intake team.
Reduce no-shows and unproductive consultations
Clients who complete a professional intake arrive better prepared. Your team spends less time chasing basic information.
A case file ready before the consultation
Receive a structured PDF with contact details, case description, urgency, and available documents. Export it to your legal CRM, including Osprey.
AI-assisted qualification
AI reviews responses and highlights urgency, strengths, concerns, and key questions for the first consultation. Your legal team makes every decision.
Multi-user with permissions
Partners, paralegals, reception, and interns — each with the right level of access. Full audit of who did what.
How it works inside your firm
From prospective client to first consultation in three steps.
Team generates the intake link
A partner, paralegal, or intake specialist selects a practice-area template and generates a unique seven-day link.
The client completes it on their phone
Send the link by WhatsApp, email, or SMS. The client responds in 5–10 minutes, with no account or app required.
The firm receives a qualified intake
Review a structured PDF and AI-assisted analysis in the dashboard, then schedule the consultation or export the matter to your legal CRM.
Ready to professionalize your firm's intake?
Free during beta. No credit card required.