Screening Legal Clients at Intake With Our Intake Profitability Checklist
Consider: Is this potential case…
- Too big?
- Too small?
- Not quite in the right practice area?
- Impossible to win?
No matter how large or small your firm is, these are some of the up-front questions to consider before initiating a meaningful relationship with a potential customer.
To help guide you through the intake categorization and investigation routine, GrowPath has created a checklist for you.
Superior Analytic Tools
GrowPath’s mobile intelligence provides split-second retrieval of your key information. From client data to firm analytics, easily search and access what you need, whenever and wherever you need it.
Streamlined Case Management
Organize your firm with intelligent tasks and reminders, centralized document storage, and single-click communications – all stored in one, secure place with GrowPath case management software.