An 11-point checklist to optimise your client intake

Your law firm’s client intake process lays the groundwork for nurturing successful client relationships

In 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!