About LIIA
More time for the people
you help.
A good client experience starts before the first meeting. LIIA brings intake, forms, agreements, and reminders into a connected workspace, so your firm can focus on what comes next.
Your practice. Your process.
Built around your firm
Every detail.
Every next step.
Less friction. More connection.
Make room for
the work that matters.
01
A welcoming first step
Guide clients through the information and documents your firm needs, with forms and agreements linked to their intake.
02
Everything in its place
Keep client details, intake records, and assigned documents together with a clear view of what needs attention.
03
A clearer next step
Manage reminders and track progress so your team spends less time piecing together the status of a file.
04
Templates that fit your firm
Build forms and agreements around your practice, and reuse familiar sections across your workflows.
One connected workflow
Simple for clients.
Thoughtful for teams.
From the first enquiry to signed documents and the next follow-up, bring the beginning of every client relationship into focus.
Explore plansCapture client and matter details in a structured intake record that your team can review and work from.
Build form templates, reuse sections, and send clients a link to complete the forms assigned to their intake.
Prepare agreements from templates and let clients review and sign through a shared link. Keep assignments and statuses connected to the intake.
Review intake progress, form and agreement statuses, and reminders so the next action stays visible to your team.
Your practice. Your process.
Different matters.
The same care.
Step 1 / Intake
Get to know your client
Capture the details you need for the matter ahead.
Step 2 / Documents
Bring the paperwork together
Assign the right forms and agreements for your practice.
Step 3 / Next steps
Keep the process moving
Review progress and organize follow-ups from your firm workspace.
A little more clarity
Good questions.
Clear answers.
LIIA brings together intake records, client and matter details, digital form assignments, agreements, and reminders in a workspace for your firm.
Yes. Your team can manage form and agreement templates, build form sections, and reuse sections across templates.
Clients receive a link to their assigned form or agreement, where they can provide information or review and sign.
Select Sign up, choose your plan, and submit your firm details. An administrator will review your subscription before your workspace opens.