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Client Intake: A Guide for Law Firms

Streamlining the client intake process is key for making a good impression with prospective clients. But how do you prioritize doing that—while keeping your practice running efficiently? 

Client Intake - A Guide for Law Firms

Whether you’re just starting your firm or you own an established practice, a streamlined law firm intake process is key for making a good first impression on clients and keeping your practice running efficiently.

In this guide, we cover everything you need to know about creating a strong client intake process for your law firm.

Download this free guide to learn more about:

  • The key stages of client intake;
  • Best practices for intaking new clients; and
  • The benefits of automating your client intake process.
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