Symplicy and Kleos announce a partnership to automate case intake for lawyers

Symplicy and Kleos have made their partnership official: with the Symplicy smart form now integrated into the Kleos practice management software, lawyers can create a client record and open a case file in just a few seconds, without any manual data entry.

What the Symplicy × Kleos integration changes:

The principle is simple:

• Your client fills in a Symplicy smart form, structured to match your requirements (case type, supporting documents, conditional questions, and more).
• Symplicy structures, analyses and qualifies the request before it even reaches you.
• The data flows automatically into Kleos: the contact record and case file are created for you.

As a result, you receive clean, ready-to-use data in Kleos to:

• Draft submissions, applications and correspondence.
• Carry out your individual risk assessment (anti-money laundering compliance).
• Manage your cases with reliable information from the moment they are opened.

The result: no more duplicate data entry, no more input errors, more time for legal advice.

What the teams have to say:

“Our lawyer clients asked us for this integration. We listened, and we built it. Delivering ever more value to our users is one of our priorities, and this partnership with Kleos is a concrete example of that commitment. The Kleos team is developing AI-powered software that holds great promise for the profession, so it was with genuine enthusiasm that we embarked on this integration.” Adrien Dumonceaux, CEO and co-founder of Symplicy.

“Kleos structures the life of the case file, Symplicy structures how it begins. This integration removes the most costly friction point for a law firm: re-entering data at intake. Our users get clean case files from the very first minute and can dedicate that reclaimed time to their clients.” Nick Van Ranst, Senior Marketing Specialist Benelux Legal Software Kleos.

Feedback from a law firm using the integration:

“What we were really looking for was a way to automate the process, meaning that every new client fills in the online appointment request form or the client intake form sent by email ahead of the meeting. That way, each case file can be created automatically as soon as we agree to take on the matter. Thank you once again for giving us access to this technology and helping us run our firm more efficiently.” Brussels-based business law firm.

Connect your Symplicy smart form to Kleos.

Stop wasting your time manually transferring information into your practice management software: automate it!

Keeping your contact lists and case files clean and accurate at all times, with zero effort on your part, has never been easier.

You can start connecting your Symplicy form to Kleos today.

And above all, you don’t have to do it alone: we are by your side to help you get the most out of the integration. Contact us!