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Simplify and automate your legal client intake process.
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The client intake process is a method for the exchange of information and data between a client and a lawyer.
Legal client intake is a necessity for every law office. The client intake process is a method for the exchange of information and data between a client and a lawyer. Having a specialized focus in legal client intake and customer service means that we understand your area of law and know the right questions to ask. A legal client intake form is an instrument used for onboarding clients to a law firm. Use the form to track the client's name, address, phone number and details about their case. The intake process app can be used with any type of legal client intake process or legal matter. Say goodbye to manually adding case details. Accelerate the growth of your law practice by engaging and retaining new clients with lawmatics legal client intake software. Legal client intake means to collect detailed case information from prospects to quality the leads correctly and accept them as cases. Firms using client intake and relationship management software are creating more manageable as highlighted in clio's annual legal trends report, law firms using client intake and relationship. 31.07.2018 · client intake is the most important task you will handle outside of legal work. Sample law firm intake form please note: Different intake forms based on practice legal crm integrated with practice management.
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A legal client intake form is an instrument used for onboarding clients to a law firm.
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