Free Checklist
The Only Client Intake Checklist You’ll Ever Need
The client intake process can be time-consuming and chaotic. Avoid chaos and ensure a smooth process with this essential checklist.
What’s Inside
- Why you need client intake software
- How to start treating your law firm like a business
- Why client intake is an essential part of the client journey
- How to use automation to deliver an outstanding customer experience
- How to get the most out of legal intake software

You don’t have to do it all on your own
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