Smart questionnaire
Questions that branch.
Clients only see what applies to them. A client with no minor children never sees a guardianship section.
Are any of your children under 18?
yesGuardianship section shown
noSkipped: Guardianship section
Early accessFor estate planning firms
Get the questionnaire back before the first meeting.
Intara Legal is client intake for estate planning firms. Clients finish your questionnaire on their phone, with family helping if they need it. You get a brief before you meet, and no engagement letter goes out without an attorney's approval.
01 Client answers
02 Your brief
03 You approve
Sample firm and client. Questions are from Intara's real estate planning questionnaire.
- No client passwords
- Every answer saved
- Branded to your firm
- Two-factor sign-in
- Priced per firm
Why Intara
The fillable PDF had a good run.
The PDF by email
Today- Hard to fill in on a phone
- Comes back half done, or not at all
- Staff spend the week chasing it
- You walk into the consult without it
Intara
The new way- One link, no password, built for a phone
- Saves every answer, picks up where they left off
- Reminds the client when they stall
- A brief on your desk before the meeting
For your clients
Made for the client who is 68, and the daughter helping her.
Built for a phone, not a printer
One question at a time, with 17px text and 56px answer targets. No password, no app to download.
Family can help
The first question asks who is filling it in. Help from a family member is welcome, and your firm sees that it happened.
Stop anytime, pick up later
Every answer saves the moment it is given. Clients can finish over a few evenings from the same link.
Try the client sideInteractive
Saved automatically · resume anytime from your link
Real questions from Intara's estate planning questionnaire, with some sections skipped. Fernbeck Law is a sample firm. Nothing you click is saved or sent.
Features
Everything from the first inquiry to the engagement letter.
Follow-up
Reminders when a client stalls.
Intara nudges the client so your staff don't have to.
- Link sentfrom your firm
- Reminder sentpicks up where they left off
- Questionnaire completebrief is ready
Your brand
Your firm's name on every page.
Your logo and color, from the first question to the last.
Website inquiries
A button for your website.
New inquiries land in Intara and get a prompt reply.
Data minimization
Ranges, not account numbers.
No Social Security numbers, account numbers, exact balances or medical records.
- Where it is held
- Fidelity
- What kind
- Retirement (IRA, 401k)
- Rough size
- $250,000 to $1 million
- Account no.
- Never asked
Plain language
Your clients read plain words, not legal terms.
Questions are asked the way your clients talk, at a level a 68-year-old can read on a phone.
- Personal representative
- "Do you have someone in mind to handle your estate after your death?"
- Guardian of a minor
- "Do you have someone in mind to care for your minor children?"
- Special needs planning
- "Is there someone you would like your attorney to know may need extra support because of a disability?"
Consult brief
A one-page brief before you meet.
Your client's answers in one page, with the open questions flagged, so the first meeting starts with decisions.
Consult brief
Estate planning consult
- Completed
- On the client's behalf
- Children
- One under 18
- Documents
- A will and a health care directive
Open questions
- Ask about a backup guardian
- Review the existing will
- Confirm who will serve as personal representative
Security
Security you can explain to a client.
Specific controls, stated plainly. No badges, no adjectives.
2FA
Two-factor sign-in for everyone
Every attorney and staff member signs in with a second factor. No exceptions by role.
Isolation
Each firm walled off in the database
Firm data is separated by the database itself, and automated tests check that boundary on every change.
Approval
An attorney approves every letter
No engagement letter or fee quote goes out until an attorney approves it, with the approval recorded.
Minimal data
We ask for less
No Social Security numbers, account numbers, exact balances or medical records in our questionnaires.
AI
One AI provider, no training
A single AI provider, contractually barred from training on your clients' information.
Review
Independent review first
An outside security review happens before any real client data enters Intara.
The gold seal marks an attorney's sign-off. Intara keeps gold for approvals, signatures and verifications, so it always means the same thing.
Pricing
Priced per firm, not per seat.
One flat price per firm.Pricing is published at launch. Waitlist firms hear first.
- Every attorney and staff member included
- No per-seat fees as your firm grows
- Your clients never need an account or a password
Early access
Be one of the first firms on Intara.
Join the waitlist. We'll write when there is something real to share, at most once a month.