◦ LAW FIRMS SOLUTION 4

Optimize Client Intake for Faster Onboarding


Revenue Growth

Firms that implement client intake software have seen up to a 76% increase in revenue. (Source: Law Society of Scotland)

Lost Business

Inefficient intake processes can result in the loss of up to 70% of new business opportunities.
(Source: LEX Reception)

Client Satisfaction

Streamlined intake processes save time and leave a positive impression on clients. (Source: Law Society of Scotland)

Automated Client Intake Forms

  • Provides customizable digital forms for client intake.
  • Captures essential case information automatically.
  • Reduces manual data entry and speeds up onboarding.

Centralized Client Information Management

  • Organizes all client data in one centralized CRM.
  • Ensures easy access and quick follow-ups for each case.
  • Improves efficiency by reducing the time spent searching.

Automated Follow-Up on Incomplete Intakes

  • Detects incomplete or abandoned intake forms.
  • Sends automatic reminders to clients for completion.
  • Recovers missed opportunities with prospective clients.

Document Upload and Digital Signatures

  • Allows clients to upload documents directly via forms.
  • Supports e-signatures for engagement agreements.
  • Reduces delays caused by manual paperwork.

Task Automation and Reminders

  • Automates task creation based on client intake data.
  • Sends reminders for consultations and document reviews.
  • Keeps the team on track with upcoming client needs.

Instant Case Evaluation Routing

  • Routes intake data to the appropriate attorney or department.
  • Ensures clients are connected with the right legal expert.
  • Reduces delays and speeds up case assignment.