Clio's legal client intake software helps law firms generate online client intake forms that expedite the intake process and provide better client service.
Client intake in law firms is the process of onboarding new clients and acquiring the personal information that is needed to open their cases. It can also help assess whether a potential client is a good fit for a law firm—for example, whether any conflicts prevent the firm from acting fo...
Populate intake forms with custom fields to streamline the data entry process Populate your unique intake forms with custom fields, so you can capture all the information you need to begin working on a client’s case. Ourlaw firm client intake softwaremakes it that simple for you to gather cl...
New Client Intake Form This form will allow us to determine whether we can act for you or your company and determine the right lawyer to assist you. It will also allow us to run a conflict check. Submission of this form does not guarantee that we will be able to provide you legal ...
Preferred method of contact(required) Email Phone Reason for inquiry(required) Name of Project Type of Project Status of Project Anticipated or current budget Start Date (if applicable) For this project, please check all that might apply
MyCase offers powerful lead management software tailored for legal client intake. Enhance lead conversion and streamline client intake procedures. | Free Trial
Law firms can use this printable legal client intake form as an all-in-one method for recording details about existing or potential legal clients. This template provides space to record the client's personal information, citation data, driving history, and payment records. It can be customized ...
1. Lawmatics [with CEO Matt Spiegel] Lawmatics is a legal-specific CRM designed especially for lawyers and law firms. It helps manage contacts, calendars, tasks, emails, and documents in one place. Some key features include client intake forms, matter management, document assembly, billing, an...
Michael Chasin:So, the ABA did a study on client intake. If you just Google ‘ABA Study on Client Intake’, it’s amazing. They basically mock called about a thousand law firms pretending to be clients, and figured out what the reactions were. Basically, 35% of law firms went to voice...
They chat about best practices for intake forms, technology, scheduling, and billing. Pegeen Turner is the President of Legal Cloud Technology, a Raleigh-based legal technology firm. Mentioned in this Episode: legalcloudtechnology.com Newsletter Notify me when there’s a new epis...