The intake process is a series of steps law firms undergo after a prospective client has made contact.
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.