An 11-point checklist to optimise your client intake
Your law firm’s client intake process lays the groundwork for nurturing successful client relationships
DOWNLOAD THE FULL GUIDE HEREIn this free 11-point checklist you’ll learn each step needed to optimise your client intake process for a more personalised and timely customer experience.
This checklist includes:
- How to automate (and speed up) client intake processes
- How to create and track a digital client enquiry form
- How to turn a client enquiry form into a client intake form
- How to implement automated follow-up communications
- And more!
Fosters Solicitors’ successful go live with Access Legal Case Management
Fosters Solicitors head of business and commercial Jamie Arnall, and partner and practice manager Andrea Spooner, share the firm’s journey to streamline operations, improve client satisfaction and embrace digital transformation by adopting Access Legal Case Management
