Your clients answer a friendly chat intake, one question at a time, in English or Spanish. Every screen and every PDF carries your business name, and your logo when you add one.
Set it up once. It stays saved on this device.
With Simplarity branding, the business name and logo on screens and PDFs stay Simplarity. Your consultant name and your name above are still required, and they still appear on every intake.
Simplarity house brand: plum, cream and copper, with the Simplarity name on every screen and PDF. You can change your setup any time from Business setup at the top.
Check everything below. Tap Edit on any answer to fix it, then create your PDF for your consultant.
Tap Create my intake PDF and a beautifully formatted PDF file downloads right away, ready to send to your consultant, with your documents checklist included.
Pick the case type, put in your client's email address, and send. Your client opens one link and lands directly in that intake: no setup screen, and no case-type picker for them to get wrong.
Every intake opens wearing your firm's name (and your firm's logo if you added one in Business setup). If you haven't added a logo, the header shows your firm's name with its initial in the mark box; a firm using Simplarity branding shows Simplarity's name and S mark there. The preview below is that header, exactly as clients will see it:
To use a firm's own logo, add it in Business setup. It then appears here, in the chat header, and on every PDF.
Tap the button for this client's case. That exact intake is the one they'll get.
Selected intake:
If the client is sitting with you, tap their case type above and use the preview to run that intake on this device. A general start without a case type no longer offers a case choice: it simply asks the client to contact the office and have their case link sent.
One moment while we check your firm sign-in.
Sign in with the email and password for your firm account. Clients never see this screen: they arrive through their own intake links.
Registration takes a minute. Simplarity activates each firm's account when its subscription is confirmed, and then you sign in here.
Create your firm account with an email and password. Simplarity activates each account when its subscription is confirmed.
Already registered?
Terms version: October 12, 2026
Please read these terms before you use Smart Intake.
Smart Intake is a tool that helps you collect information from your clients and organize it into documents. It is not legal advice. Simplarity is not a law firm, and using this tool does not create an attorney and client relationship between Simplarity and you, or between Simplarity and your clients.
Parts of this tool are assisted by artificial intelligence, and artificial intelligence can make mistakes. Information in any intake, summary, checklist, or document this tool produces may be incomplete or wrong. You must verify all information against the client's own source documents before you rely on it or file anything.
You are responsible for your own professional judgment, for the advice you give your clients, and for everything you file or send on their behalf. The tool does not replace your judgment, and no output from it should be treated as a legal conclusion.
Client information entered into this tool is not stored on Simplarity's servers. It stays on the device being used and in the documents you create, and Simplarity does not keep a copy of it.
By using this tool, you agree to hold Simplarity harmless from claims, losses, or damages that arise from your use of the tool or its outputs, except where the law does not allow such a release.
Your subscription.
Your Smart Intake subscription renews at the start of each new billing cycle until you cancel. If a payment is missed, a 7-day grace period follows the missed payment. If payment is still not made when the grace period ends, your account pauses until payment is made. A paused account is never deleted: your account, your business setup, and your information stay saved and are available again as soon as your account resumes.
Your account is created. Simplarity activates each firm's account when its subscription is confirmed. Once yours is active, sign in here with the email and password you just chose.
Your Smart Intake subscription is paused. Here is what our records show:
To restore your account, reply to any Simplarity billing email or write to renee@simplarity.co.
Para restaurar su cuenta, responda a cualquier correo de facturación de Simplarity o escriba a renee@simplarity.co.
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