Client intake is the process of collecting all the relevant information to open a legal case for a potential new client. While the intake process can be time-consuming for both the client and law firm, there are ways to ensure it goes smoothly and leaves the client with a great first impression.
Keep your firm running efficiently and leave your clientele impressed by committing to an intake process rule set, conducting a client pre-screen, and integrating intake into your practice management software.
Download our free PDF to find out how you can make a positive first impression on clients during your firm’s intake process.
Δ
At backdocket, our practice management software is tailored to small and mid-sized law firms. When firms retain new clients and hire new lawyers, organization and efficiency are essential to success. That’s why backdocket has a selection of tools to support your firm’s growth.
Contact our team to schedule a free demonstration of all the benefits of your firm using backdocket.
Law firms handle some of the most confidential data in any profession, including case files, client identities, financial records, and…
Not all cases are identical, so why does your software treat them that way? From complex custody arrangements to detailed…
When your firm takes on dozens of cases at once, it’s easy for details to get lost in the shuffle….
