Law Firm Intake Software: Optimize Your Firm’s Intake Process with Law Firm CRM

• Step 1: Receive information about the type of case including its end goal, budget, and deadline.
• Step 2: Create a task sequence that will take the case to completion.
• Step 3: Assign tasks to teams or team members.
• Step 4: Field and ask questions to clarify details.

The client intake form is the first look a new client has into how your firm works and it sets the tone for the relationship going forward. A strong intake form says you’re a competent, professional lawyer who they can rely on.

• Track every lead in a market-leading CRM or case management system (that includes Intake Software).
• Never miss a “call” with both live and virtual receptionist and online webchat.
• Follow up with your leads with automated workflows combining email, text, and phone calls.
• Screen your leads efficiently and accurately.
• Collect all relevant information via standardized intake forms that are stored directly in the CRM or case management system.
• Automate the signing process with e-signature.

Using a spreadsheet to manage client intake can be a bad idea for high-volume law firms, mainly due to their inefficiency and high likelihood of derailing your workflow. Spreadsheets lack the automation and customization features needed to streamline the intake process effectively. They do not provide a structured workflow or reminders for follow-up tasks, leading to missed opportunities or delays in communication with potential clients. Meanwhile, GrowPath offers tailored solutions designed specifically for high-volume law firms that enhance efficiency and help you get more of the cases you want. It also prevents disorganization and miscommunication by centralizing information and enabling real-time updates through automated alerts. With GrowPath, law firms can maintain high standards of client service, avoid costly mistakes, and achieve operational excellence throughout the intake process.