Are you optimizing leads and prioritizing communication with potential clients? We have created a checklist to help you identify gaps in your intake process and inspire marketing ideas.

Use this intake checklist to find out if you are taking advantage of every touchpoint, increasing conversion rates and connecting with new clients.

Download this checklist to learn how to:

  • Gauge the health of your intake process
  • Identify and improve client touchpoints
  • Understand key points of communication to increase conversion
  • Optimize leads and build client relationships

Complete the form to get your complimentary PDF on legal intake processes today!