The initial stage of any legal process often starts with the intake of information about the issue and the client. For the in-house legal department, an efficient and accurate intake process sets the ...

One of the easiest ways to streamline your intake process is to automate your intake forms. Instead of using paper forms that require printing, scanning, filing, and shredding, you can use online ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

Legal Marketing Made Simple delivers bite-sized legal marketing and branding insight for lawyers building firms that stand out in crowded markets. Each issue spotlights one marketing or client ...

In the life cycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers may be tempted to view intake as simply an administrative matter that someone else ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how effectively a law firm converts potential leads into paying clients. Even with ...