Optimize Client Intake: An 11-Point Checklist for Law Firms
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 optimize your client intake process for a more personalized and timely customer experience.
How this checklist will help your law firm:
- 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!
Fill out this short form to claim your free copy and be on your way to a more efficient client intake and follow-up process.
