5 Steps to Perfecting Your Client Intake Process

A weak or inefficient intake process can bring an entire firm to its knees. Lost leads and frustrated clients will seek out other firms and chip away at your bottom line over time. Continually optimizing your client intake process is the only way to remain competitive and turn more leads into signed clients.

Perfecting your client intake process isn’t an art -- it’s a science. Law Ruler’s data-driven legal industry experts have been collecting insights on effective intake strategies, processes, and systems for years, taking note of what works and what holds law firms back from reaching growth and revenue goals.

Making 5 simple improvements to your client intake process can shift your firm’s approach to finding, nurturing, and converting leads into clients. Take a look at the most powerful steps you can take to strengthen and optimize your intake process.

Fill out the form to download now.

Download Guide Now!

Learn more about Law Ruler

legal-crm

Legal CRM

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.

Get Organized →
marketing-automation-2

Marketing Automation

Never miss a lead again with personalized automated texts and emails.

Capture Leads →
client-intake

Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

Save Time →
dashboard-analytics

Dashboard Analytics

Create custom reports that highlight your most important KPIs and your best marketing sources.

Get Insight 
integrations

Integrations

Streamline how your firm works with dozens of integrations with leading legal vendors.

Streamline Now →