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Mastering the Client Intake Process: A Checklist for Law Firms

Here’s how you can become a master at bringing new clients into your firm.

Effective intake ensures that your relationship with clients starts off on the right foot.

Intake checklist guide 1

Make that crucial first step count with our free checklist. It will help you:

  • Get the most of initial client contact and data gathering
  • Craft clear and compelling engagement letters and fee agreements
  • Ensure internal responsibilities are clear during the intake process

Download this free checklist to get started today!

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