Back to Downloads | May 27, 2021 | 1 min

Client Intake Checklist For Law Firms

DON’T LET YOUR INTAKE FAIL YOUR FIRM

If you find yourself with plenty of leads but few conversions into clients, your legal intake process may be at fault. Using our quick checklist, you will see how your client intake system is lacking and why your law firm is losing out on business.

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How We Guide You Every Step of the Way

  • We handle your incoming calls and leads
  • We follow up, quickly
  • We process all information and hand it to you
  • We manage scheduling efficiently
  • Report, Analyze, Improve