EffortlessIntake automates your intake process:
• Invite potential clients
• Sign up clients from your website
• Automate your conflict checks
• Comes with several ready-to-use intake forms
• Customize your own intake forms
We make interviewing new clients effortless!
EffortlessIntake automates your law firm’s intake process for new clients!
Key features include:
• Sign up clients directly from your website
• Automated preliminary conflict checks
• Easily send confidential links to potential clients to fill out your interview forms online
• Several customizable and modifiable intake forms, or easily create new ones
• Integrates with Clio to keep your client intake process in one place
• Facilitates everything, avoiding setting up interviews, dealing with client travel and rescheduling issues, and data entry to sign up new clients and get them set up Clio to start work
• Encrypted and secure; our systems are regularly checked and certified by security experts
Visit https://effortlesslegal.com/effortlessintake/ to get started today!