Numa Reviews & Product Details

Numa is an AI-powered client intake and onboarding platform designed for law firms. It brings customizable intake forms, document collection, conflict-checking support, engagement agreements, electronic signatures, payment collection, and a client portal into one connected workflow. Numa also includes an AI chatbot that helps users create workflows and generate documents through natural-language instructions. The platform supports integrations with existing practice management software, helping firms organize onboarding activities without replacing their established systems. Numa is designed to simplify administrative work from the initial client inquiry through onboarding. Legal decisions, conflict assessments, and client acceptance remain under the law firm's control.