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.