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

Schedule a demo of legal’s most trusted growth platform.