Mockup A working preview of the dynamic intake screen — built from your own 2025 questionnaire and script. Sample fields for layout approval; the live version writes straight into Cogent and Clio. ← Back to the proposal
Cogent · Marra LawNew Intake
Syncs to Cogent + Clio · no double entry

What’s the matter?

One tap sets the whole form. Handled matters open the right questions; out-of-scope matters surface the right referral automatically. 58 practice areas in the live build — a representative set shown here.

Pick a matter type to begin The questions, the attorney routing, and the referral logic all change with your selection — no scrolling a 58-section document.
End call →