Case Builder by xBrezzo

A streamlined client intake tool that improves your client’s experience and gives you the edge.

Try out our powerful, automated client intake solution designed to simplify the onboarding process. For clients, a simple, stress-free intake. For attorneys and mediators, a more efficient workflow.

Automate your client intake form.

Professional Presentation
Impress clients with a modern, mobile-friendly intake experience, allowing clients to complete forms securely from any device, at their convenience. No more clunky PDFs or Word documents.

Accelerate Case Prep
Attorney receives instant access to organized client responses, reducing administrative work and improving case preparation.

Complete & Reliable Data
Required fields ensure you capture critical details from the start, minimizing follow-ups and attorney non-billable hours.

Adaptive Intelligence
Dynamic, smart intake forms that adapt to client responses, eliminating irrelevant questions and streamlining the process.

Flexible & Scalable
A pay-per-use pricing model that grows with your practice, maximizing efficiency without increasing overhead.

Secure Platform
Designed to protect sensitive data.

Key Features

Mobile Friendly & Easy to Use

Clients securely complete their intake form from any device, anytime, without the hassle of handwritten PDFs or Word documents. Leads to higher response rates and fewer delays for attorneys.

Smart, Adaptive Intake Questionnaire

Dynamic questions adjust in real time based on client responses, eliminating unnecessary questions and ensuring only relevant information is collected—making intake faster and more efficient.

Instant PDF Delivery to Attorneys

Once a client completes the intake form, a PDF with their responses is immediately sent to the attorney’s inbox, ensuring fast access to organized case information without the need for manual data entry or follow-ups.

Professional, Client-Focused Experience

Presents a polished, modern interface that makes clients feel confident and comfortable providing their information; enhances attorney’s professionalism and sets the stage for a more efficient attorney-client relationship.

Purchasing & Pricing

Try out the Case Builder Client Intake Questionnaire for just $20 per form.

  1. Follow the Buy Now link to complete the purchase - try out a 3-pack (use code CB2025 for $60 off), then come back to purchase more.

  2. Accept the terms and conditions and make payment.

  3. You will automatically receive the information request form link to send to clients.

  4. Easy to follow directions are included to immediately start distributing your client intake form to clients.

  5. Once you exceed your purchased number of forms - come back and buy more!

Click here for FAQs.

Click here for Terms & Conditions.