Built for Law Firms

Delight your clients.
Cut your intake costs.

Instructd lets your clients complete their intake online — anytime, on any device — instead of waiting for a phone call. Fewer staff. Fewer errors. Lower costs.
Scale intake without scaling headcount.

Online intake

Guided journey, anytime, any device

Validated data

Structured information, no rekeying

Into your system

Straight into your case management system

Client portal

Track progress and message your firm

24/7
Clients can start anytime

What is Instructd?

Instructd is online intake for law firms. Instead of clients phoning your contact centre, they complete a guided online journey — like applying for insurance or a mortgage.

The information goes straight into your case management system. At the end, clients can sign up to a portal to track their case progress and communicate with your firm.

You need fewer staff. Your clients get a better experience. And with the call-handler bottleneck gone, you can process more cases and grow revenue. It's a win-win-win.

Client experience

  • Clients can start their case anytime — not just office hours
  • No phone queues or hold music
  • Clear, guided steps — no repeating information
  • Same experience they get from banks and insurers
  • After intake, a portal to track progress and message your firm

Cost savings

  • Cut contact centre headcount — digital intake replaces most call handlers
  • Fewer errors — validated data, no transcription mistakes
  • Less fee earner time chasing corrections
  • Simple pricing that scales with usage

Higher capacity

  • Remove the call-handler bottleneck — intake is no longer limited by headcount
  • Process more cases with the same or fewer staff
  • Scale intake when demand grows without hiring proportionally
  • Turn capacity into revenue instead of into cost

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.

Freeing intake from the phone unlocks both.

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. Includes a client portal for case updates and secure messaging.

Launch in Days

Your team can build and adapt journeys in days using our visual editor. No developers required.

Secure Hosting

Your own secure infrastructure. No shared systems, no compliance gaps.

Your Branding

Your branding. Your domain. Clients see you, not us.

Built-in Integrations

Document signatures, identity checks, address lookup — all integrated. Build your own for custom needs.

Client Portal

At the end of intake, clients sign up to a portal to track case progress, receive updates, and communicate securely with your firm. Your branding, your domain.

Safe Deployment

Full dev/test/live environments with version history and rollback.

A/B Testing & Analytics

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

24/7
Clients can start anytime — not just office hours
Direct
Information flows straight into your case management system
Zero
Your team builds journeys — no IT bottleneck
Scale
Intake that scales without more staff

Built for complex legal workflows

Practice areas with multi-step intake 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

Your team builds journeys using our visual editor — no developers required.

1

Design Your Journey

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

2

Connect Your Systems

Connect to your case management system, add identity checks and document signing, and configure how data flows.

3

Go Live & Optimise

Deploy to your custom domain. Clients complete intake and can access their portal for case updates. Use 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 Legal Compliance

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

Predictable, Transparent Pricing

No hidden costs or feature paywalls. Simple 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
Your own secure hosting Shared
Custom domains
UK legal compliance Generic
Setup time Days 6-12 mo
Client portal
Direct founder support Tickets

See how much you could save

Join leading UK law firms who are transforming their client experience and cutting intake costs with Instructd.

See How Much You Could Save