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Automation of Client Intake Process in Law Firms

Generate potential leads, qualify, and convert to clients. Compliance and Governance designed by practice and managed by technology

Written by Knowledge Team, posted on November 30, 2021

Best practices to serve clients from intake to final invoice. Feed the lead pipeline and make collected data effective to improve the client engagement.

What is Client Intake Form

Automate Client Onboarding Process
Questionnaire used by law firms to onboard clients. Before representing a new client, it's important to know the legal services they require, and Intake Forms asks the client to provide basic their information helping firms to determine if client is a good fit for their practice. For a Legal industry, Client intake is an important part of the attorney client relationship where law firms assess the potential client's legal needs and devise an appropriate solution with no details overlooked., including any compliance requirements.

Overview of Client Intake

Intake Client Engagement Letter
Legal Intake is the process of converting leads into clients and can be considered as a final stage of law office's marketing message. An intake form isthe first interaction with the clients, and hence must be designed to convey firm's vision statement and service commitment. This process of automating client intake forms helps both the service provider to provide a high-quality service and helps clients to stay focused on their needs. Clients can be guided through an interview process to provide case details in a progressive manner. Lawyer-client dynamics starts here and convey to the future clients that firm listens and understands their needs.Process built on the intake form will engage the client and allow firms to evaluate if it is interested in taking case.

Why Automate Client Intake Process

Client Intake Form Templates
Traditionally clients filled in paper forms which must be scanned or retyped in the Legal CRM system for the Attorneys to review leads. Online Intake Forms can be embedded in the web site or sent in email to the potential clients. With online client intake forms, firm's client intake process can be streamlined, firm's branding and personalization message can be conveyed to the new clients

The following are the advantages of online client intake

Desigining The Client Intake Form

Client Intake Process Law Firms
Setting up the right client intake form is trivial and getting it right is very important for law firms. PageLightPrime Legal CRM will walk you through the process of designing an Intake form either from scratch or existing templates. At the start, the business process must be reviewed, and Law firms must have a clear understanding of how new clients will be evaluated and onboarded. It starts with type of data to be collected from Leads and the way the data is handled

The below steps will help in automating the intake form process for law firms.

Client Intake Best Practices

Effective Intake process should be straightforward for leads, be efficient for lawyers, keep data collected organized, and update the clients informed along the process

Right Tool for Client Intake Form

Study shows a small investment for automation process in client intake can mean a big improvement for the firm (80 percent increase in revenue). Make future clients feel welcome, provide them a better experience working with the firm leading them to select your firm to represent their needs and more likely to make referrals in the future.
PageLightPrime will allow you to automatically generate legal intake forms, schedule appointments with attorneys, perform conflict searches, collect payments, and receive documents. All these functionalities are integrated in Office 365 Legal Case Management Solution. Automating legal intake process can cut the non-billable hours spent, profitable results for your firm, improving conversion rates and client satisfaction.
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