Bridge the Client Intake Gap

Client intake is really about how you sell your legal services, and streamlining your process will help you bring in more business, faster. In this guide, you’ll learn how to:

  • Avoid losing prospective clients
  • Increase client satisfaction
  • Automate tasks to save time

Make intake more efficient and client-focused

Customer relationship management (CRM) systems can create a more structured process for client intake, helping you avoid losing business, administrative errors, and negative reviews from dissatisfied clients.

Written by Aaron George, co-founder at Lexicata, this guide will show you how technology can streamline client intake, now and into the future.

Loading ...