Built for UK Law Firms

Your client onboarding.
Your rules.

Instructd is the no-code platform that gives your firm total control over client onboarding workflows - without expensive development teams or consultants.

Client Details

Capture validated information

Sharedo

Sharedo Integration

Seamless case management sync

Case Created

Automatic CMS integration

24/7
Client availability
Direct
CMS integration

Manual intake is holding your firm back

While other industries have modernised, most law firms still rely on phone-based data capture that's slow, expensive, and prone to error.

High staffing costs

Dedicated intake teams are expensive to hire, train, and retain. Every new case type means more headcount.

Error-prone data capture

Manual transcription creates mistakes. Fee earners waste billable time chasing and correcting incomplete information.

Limited capacity

Phone-based intake only works during office hours. Growth means hiring more staff, with costs that scale linearly.

Rising client expectations

Clients expect the same digital-first experience they get elsewhere. Firms that deliver it are winning work.

Everything you need to modernise intake

Replace slow, expensive manual intake with a modern digital process that raises cases directly in your case management system.

Launch in Days

Build and adapt onboarding journeys rapidly using our visual logic-based interface. No developers required.

Dedicated Cloud Hosting

Every customer gets their own secure cloud infrastructure. No shared tenancy, no compliance gaps.

Full White-Labelling

Custom domains, your branding, your look and feel. No third-party branding visible to your clients.

Built-in Plugins

Document signatures, KYC/AML, address lookup - all integrated. Build your own for custom needs.

Safe Deployment

Full multi-environment workflow with dev/test/live, version history, and rollback support.

A/B Testing & Analytics

Built-in experimentation tools to continuously improve conversion and completion rates.

24/7
Client self-service availability, not just office hours
Direct
Integration with your case management system
Zero
Developer time required to build or update journeys

Built for high-complexity legal workflows

Focus on practice areas with front-loaded, multi-step client onboarding and sensitive data collection.

Road Traffic Accidents

High volume, time-sensitive claims

Employment Law

Complex multi-party intakes

Personal Injury

Standardised data capture at scale

Group Litigation

Multi-claimant campaign intake

From idea to live journey in days

Our visual builder empowers your team to create sophisticated onboarding flows without writing code.

1

Design Your Journey

Use our visual drag-and-drop editor to build complex branching logic and conditional workflows.

2

Connect Your Systems

Integrate with your CMS, add KYC/AML plugins, and configure webhooks for seamless data flow.

3

Go Live & Optimise

Deploy to your custom domain, then use A/B testing and analytics to continuously improve.

Why firms choose Instructd

Boutique, Founder-Led Support

Face-to-face onboarding, direct access to founders, not a helpdesk ticket queue.

Built for UK Legal Compliance

Sector-aligned from day one - not a generic SaaS retrofitted for legal.

Predictable, Transparent Pricing

No hidden costs or feature paywalls. Simple per-journey pricing that scales with usage.

Custom Integration Development

We build the integrations you need - included in your engagement, not extra.

Capability Instructd Alternatives
Complex journey flows Limited
Dedicated cloud hosting Shared
Custom domains
UK legal compliance Generic
Setup time Days 6-12 mo
Direct founder support Tickets

Ready to modernise your client intake?

Join leading UK law firms who are transforming their onboarding process with Instructd.

Book a Demo