5 Ways to Streamline Your Law Firm’s Client Intake Process

Client intake is the first impression potential clients have of your firm. A smooth, professional intake process can be the difference between winning and losing a case.

1. Implement Online Intake Forms

Move away from paper forms and phone tag. Online intake forms allow potential clients to submit their information 24/7, on their schedule.

2. Automate Follow-up Communications

Set up automatic email sequences to keep leads warm and informed throughout the decision-making process.

3. Use Electronic Signatures

Speed up engagement letter signing with e-signature technology that’s legally binding and convenient.

4. Create a Client Portal

Give clients a secure place to upload documents, check case status, and communicate with your team.

5. Track and Analyze Your Metrics

Monitor conversion rates, response times, and other KPIs to continuously improve your intake process.

---

Ready to transform your intake process? Contact MHSB Solutions to learn how Lawmatics can help.