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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.
The Only Client Intake Checklist You’ll Ever Need

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What's inside?

Why you need client intake software
How to get the most out of legal 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
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