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If you already have an existing client intake form then the next step is to improve or work on it; think of it like a resume, when you go from one job to the next you update your resume to include details about the skills and experiences that you had picked up while on the …
Continue reading “5 Things to Improve in Your Legal Client Intake Form”
Before you ask yourself how to improve your Legal Client Intake Form ask yourself if you know what a Client Intake Form is. What is a Client Intake Form? A Client Intake Form is a document that you share with your client before you agree to get into a working relationship with them. The purpose …
If you have been reading our articles then you may be aware of the Client Intake Form; you should ensure that the Client Intake Process is a smooth, effective experience for the client as well as for the firm. Here are some tips to create an effective Legal Client Intake Form and Process for Increased …
It is no secret that smaller firms face challenges when growing/building the firm in comparison to an already existing, thriving larger firm. A larger firm can afford to outsource specialists to help them/focus specifically on the Client Intake Process. Smaller firms may not have the same budget or resources, this may serve as a challenge …
Continue reading “5 Steps to Perform Efficient Small Law Firms”
First thing is first, what is the intake process? It is the method where “work is picked up by technology.” In a general sense, it is a bridge that allows your management software to organise your work information and document(s). So, how does this management software expedite your firm’s growth while improving your client management? …
Continue reading “6 ways Intake Software Help Your Firm’s Growth and Improve Your Client Management”
A firm, no matter small or large, is nothing without its clients. It is for this reason that Client Intake practices are essential to any law firm – be they on a smaller or a larger scale. It is for this reason that a firm should put thought and effort into their Client Intake Practises. …
Continue reading “Client Intake Practices for Intellectual Property Firms in 2021”
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