How to Grow Your Firm with Legal Client Intake

Your Guide to Client Intake and Client Relationship Management (CRM) for Lawyers

Client Intake Guide

Client expectations have changed

In an increasingly digital world, how law firms handle the client intake process can have big effects on firm revenue, growth, and client satisfaction. In fact, research from Clio’s 2021 Legal Trends Reports shows that firms that grew their revenue by 20% in a five-year period are 46% more likely to use client intake and client relationship management (CRM) solutions.

Authored by Michael Chasin, one of the leading authorities on client intake and client relationship management (CRM), this guide highlights why client intake matters—and how to implement a systematic client intake process for your firm.

Areas covered include:

  • Why paper-based processes no longer cut it in a virtual world
  • How to use an effective client intake process to grow your firm’s revenue
  • How client intake can help with reputation management
  • The link between efficient client intake and better law firm marketing
Loading ...