An intelligent intake & workflow automation platform — ready to deploy for your firm.
Manual intake is slow, error-prone, and costs you leads before they ever become clients. ZIntake7 turns intake into a structured, automated workflow — from first contact to a ready-to-work file.
Multi-channel intake → AI-assisted parsing → document generation → CRM handoff — one continuous flow instead of five disconnected steps.
Consistent data collection, every time.
Upload documents, get structured data.
Intake information organized automatically.
From intake data to finished documents.
The right access for the right role.
Intake from wherever the client reaches out.
| ZCS-Hosted | Self-Hosted | |
|---|---|---|
| We manage hosting & updates | ✓ | — |
| You host on your infrastructure | — | ✓ |
| Support | Included, ongoing | Handoff period, then optional |
One-time, optional 18%/yr maintenance
Law firms and other intake-heavy service businesses — any team that processes a high volume of new client information and needs it structured, fast, and accurate.
